National Account Executive

Axos Bank; New York (NY); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental, Vision, and Life

Vacation 3 weeks

Holidays about 11 a year

HSA or FSA

401(k) with employer match

529 Savings Plan

Employee Mortgage Loan Program

Free Axos Bank account with self‑direc

Job summary

Axos Bank seeks an Account Executive for the NY-Tri State market to build and manage a base of mortgage brokers and bankers who commit loans to the bank regularly.

You will train customers, expand knowledge of products, and drive sales and marketing efforts to raise brand awareness, while acting as a liaison between brokers and Axos staff, managing the loan process, pricing, rate locks, pipeline, and escalations.

Qualifications

• 3+ years in Wholesale/Correspondent/Mortgage Lending Sales.
• Existing book of business in Jumbo/Super Jumbo, Non-QM, Niche market.
• Proven networking and B2B relationship development with a strategic, self-directed business plan.
• Deep knowledge of Jumbo/Super Jumbo and Non-QM products (Alt Doc, Bank Statement, Asset Depletion, Pledged Asset, Bridge).
• Understanding of residential real estate transactions and closings.
• Experience with CRM systems and data management.

Responsibilities

• Source and approve new Wholesale and Correspondent partners in Jumbo/Super-Jumbo and Non-QM markets.
• Provide recommendation summaries for approval requests.
• Train partners on portal, product, pricing guidelines, and loan vetting scenarios.
• Develop networks via webinars, conferences, and office presentations.
• Manage loan pipeline with CRM and coordinate with department leaders to meet production goals.
• Monitor market changes and new product developments.
• Update CRM data daily.

Skills

Wholesale lending

Mortgage lending

Networking

Salesforce

MS Office

Real estate lending

Social media marketing

Generative AI basics

Tools

Salesforce

Microsoft Office

Job description

Axos Bank Target Range: $100,000.00 - $150,000.00. Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education. This is a commission eligible role.

About This Job

*This role is 100% commission-based.* Axos is seeking Account Executive (AE) for the NY- Tri State market who will build and manage a loyal customer base of mortgage brokers and bankers that will commit loans to the bank on a regular basis. In this role you will be responsible for customer training, knowledge building, sales and marketing efforts focused on creating brand and product awareness. You will act as the Broker'/Banker's liaison, bridging any gaps they might have with our staff, engaging on every level, customer service, loan process, pricing/rate lock, pipeline management, and escalations to business leaders.

Key Performance Indicators (KPI) are used to identify strategic business goals and provide accountability and visibly for the AE and Management Team.

Responsibilities

• Successfully prospect, source and approve new Wholesale and Correspondent business partners who specialize the Jumbo/Super-Jumbo, Non-QM/Niche market.


• Prepare and provide a recommendation summary all proposed Wholesale and Correspondent customer approval requests.


• Ongoing training for approved business partners as it relates to our website portal, product/price, guidelines, policies and procedures. Including vetting scenarios and structuring loans for submission.


• Ongoing effort to develop, network and cultivate relationships, including webinars, office presentations, participation in related industry conferences.


• Manage loan pipeline utilizing web based pipeline management tools. Including working closely with key department leaders and staff to accomplish production objectives.


• Maintain industry and market awareness, including competitor changes, and new product development.


• Improve and update CRM (SalesForce) data on a daily basis.

Qualifications

• 3+ Years Wholesale/Correspondent/Mortgage Lending Sales.


• Existing book of business/prospects focused on Jumbo/Super Jumbo, Non-QM, Niche market.


• Demonstrate recent history of successful networking objectives, cultivating and developing B2B relationships, including the ability to develop and deploy a strategic, self-directed business plan to optimize growth.


• Expansive Jumbo/Super-Jumbo, Non-QM/Niche experience and product knowledge including demonstrated depth of understanding in Alt Doc, Bank Statement, Asset Depletion, Pledged Asset, Bridge, and Cross-collateralization programs/products.


• Basic knowledge and understanding of Residential Real Estate transactions (Contracts, escrow and closing processes, Listing/Selling Agent relationships, etc.)


• SalesForce experience and familiarity.


• Microsoft Office Suite proficiency (Word, XL, PPT, Outlook)


• Experience and/or basic understanding of Multi-family, Commercial, and Warehouse lending.


• Real Estate financing or Real Estate sales experience.


• Broad understanding of Social Media marketing and platforms (LinkedIn, YouTube, Meta).


• Basic understanding of Generative AI platforms and systems (ChatGPT, Microsoft Co-Pilot, Adobe AI Assistant.)

Axos Employee Benefits May Include

• Medical, Dental, Vision, and Life Insurance Paid Sick Leave


• 3 weeks’ Vacation


• Holidays (about 11 a year)


• HSA or FSA account and other voluntary benefits


• 401(k) Retirement Saving Plan with Employer Match Program


• 529 Savings Plan


• Employee Mortgage Loan Program


• free access to an Axos Bank Account with Self-Directed Trading

About Axos

Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We’re a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers. Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX). Learn more about working at Axos

Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana.

Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

Equal Employment Opportunity: Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.

Job Functions and Work Environment: While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc. The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

E-Verify and Right to Work Notices Axos participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States. The E-Verify program is an internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. IER Right to Work Poster (English/Spanish) E-Verify Participation Poster (English/Spanish) We’re a team of relentless innovators that are challenging the status quo through smart, pro-consumer financial products and services. We got our start in 2000, as an online bank – when the idea of banking online was almost unthinkable. Since then, we’ve evolved to add commercial banking, commercial lending, investment, clearing, and fiduciary services to our toolbox. As modern life continues to present new challenges for clients, we step up and find creative ways to solve them.