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Senior Home Lending Advisor - Midlothian TX



Midlothian, TX, USA
Posted on Friday, June 28, 2024

Job Description

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you.

As a Relationship Executive within the Middle Market Banking team, your role is to act as an “individual contributor” to the firm, growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries target space. You will be asked to meet business development goals, seeking opportunities to sell multiple products and solutions to clients and anticipating their future needs. As a Relationship Executive, you will focus on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship.

Job Responsibilities

  • Champion a culture of innovation and a customer centric mindset
  • Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
  • Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
  • Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling

Required Qualifications, Capabilities and Skills

  • Seven plus years direct lending or credit support related experience, with a focus on business relationships
  • Understanding of Commercial Banking products and services
  • Knowledge of the local market
  • Ability to collaborate with internal partners and resources
  • Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
  • Sales management and business development skills
  • FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire

Preferred Qualifications, Capabilities and Skills

  • Bachelors degree and formal credit training preferred
  • Excellent verbal, written and listening communication skills
  • Strong creative solution and problem solving abilities
  • Proficiency in building and maintaining positive client relationships