• Wholesale Relationship Manager

    Job Locations US-CA-San Diego
    Job ID
    Job Type
    Regular Full-Time
    Single Family Mortgage
  • Description:

    Join us!  We have over $9 billion in assets and are one of the fastest growing banks in the nation.  Are you looking for success in a career where your contributions are recognized and rewarded?  


    We are looking for a Broker Success Lead to evolve the typical Outside and Inside Account Executive roles through education and empowerment.  This position is in our new Wholesale Mortgage lending channel.


    Specific Job Duties:

    • Hybrid role meant to foster training and help brokers achieve success
    • Face of business and regional and local events
    • Forefront of change representing the development of the new channel
    • Quickly respond to new broker inquiries and inbound calls from marketing
    • Manage multiple lead gen sources for potential customer outreach through marketing/sales material and social media
    • Q & A point person for new wholesale broker business
    • Deep knowledge of our competition and how our business compares
    • Facilitate the broker approval process and acquire signed broker agreements
    • Set up trainings for new approved brokers with the Relationship Manager
    • Provide sales presentations via WebEx to procure new broker business
    • Ability to work with potential Wholesale clients to sell them on the benefits of becoming an approved Wholesale Broker
    • Empower and educate brokers for optimal use of our tools and products to increase loan volume
    • Potential advocacy at local and regional trade shows to acquire new business
    • Cross train as a Jr. Relationship Manager and Loan Setup
    • Other duties as assigned to include cross training within other departments

    Key Skill Sets or Knowledge Requirements:

    • B2B sales experience
    • Positive, detail-oriented, motivated, and functions well in a team environment
    • Knowledge of mortgage processing
    • Excellent written and verbal communication skills
    • Stellar customer service skills
    • Strong math skills and computer literacy
    • Ability to work under pressure, multi-task and meet deadlines in a fast paced environment
    • Willingness to perform multiple functions throughout the day as the need arises

    Desired Career Experience & Education Requirements:

    • High school diploma or equivalent


    • Current lending or wholesale sales experience and/or knowledge
    • Mortgage sales management
    • Inside and/or Outside Account Executive experience
    • Loan officer 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. 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.


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