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Outside Account Executive

Outside Account Executive

Job ID 
Job Locations 
US-CA-San Francisco
Job Type 
Regular Full-Time
Single Family Mortgage

More information about this job


BofI Federal Bank is one of the fastest growing banks in the nation. We are publicly traded (NASDAQ: BOFI), FDIC insured, Equal Housing Lender.


We rely on our employees’ collaborative creativity, intelligence, curiosity and innovation. We’re tech-savvy problem-solvers who are competitive and hungry for success.


The Outside Account Executive will support growth, extend presence and build the BofI brand to achieve the production, efficiency and profitability objectives for the Single Family Division in Northern California.

  • Production growth
  • Increase in unique active customers
  • Growth of internal cross selling opportunities
  • Aggressively prospect and source on ongoing basis new Wholesale Broker and Correspondent partners who specialize in the high quality Jumbo loan market
  • Obtain completed Wholesale Broker/Correspondent partner application packages
  • Provide recommendation summary with approval package on proposed partner to corporate for partner approval
  • Communicate and train approved partners on Bank of Internet's products, policies and procedures to ensure all loan files are completed and within guidelines
  • Understand and explain GFE & RESPA guidelines as they relate to BOFI Federal Bank
  • Educate customers on BofI paperless transaction process
  • Utilize web based pipeline management
  • Work with partners to properly deal structure and re-structure intended or submitted to the bank
  • Develop and manage all business opportunities and provides ongoing service and support to approved and prospective partners
  • Actively manage the loan pipeline from the partner as required by underwriting/processing guidelines and department and works closely with Bank's internal staff to accomplish objectives
  • Stay abreast of indices, market changes and underwriting guideline changes in order to discuss the mortgage market in an informed fashion and provide management ongoing market intelligence as requested
  • Expand national account coverage

Key Skill Sets or Knowledge Requirements:

  • Product & pricing knowledge, marketing ability
  • Microsoft Office
  • Basic knowledge and understanding of residential real estate lending

Desired Career Experience & Education Requirements:

  • 3 years Wholesale and Correspondent Lending experience


  • Multifamily and Commercial experience


Job Functions & 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.



Equal Employment Opportunity:


BofI Federal Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex , gender identity and expression, sexual orientation, national origin, ancestry, citizenship status, uniform service member and veteran status, marital status, pregnancy, age, protected medical condition, genetic information, disability, or any other protected status in accordance with all applicable federal, state and local laws. Candidates must possess authorization to work in the United States.