Job Summary:
We are seeking a motivated and experienced Wholesale Lending Account Manager to join our team. This remote position will focus on establishing and nurturing wholesale lending relationships with Financial Institutions, Non-Bank Lenders, Certified Development Companies (CDCs), and Capital Market Platforms. The ideal candidate will have a strong background in wholesale lending and a proven track record of building and managing key relationships in the financial services industry.
About Servbank:
Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you’re a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank.
Responsibilities:
- Relationship Building: Identify, establish, and maintain strong relationships with Financial Institutions, Non-Bank Lenders, CDCs, and Capital Market Platforms to drive wholesale lending growth.
- Business Development: Serve as the primary point of contact for wholesale lending clients, ensuring their needs are met and fostering long-term, mutually beneficial relationships.
- Product Knowledge: Maintain a deep understanding of Servbank's wholesale lending products and services, including 504 1st TD’s, 504 Interim Loans, Conventional Owner User Real Estate and 7(a) loans.
- Collaboration: Work closely with internal teams, including credit, operations, and risk management, to ensure seamless onboarding, transaction processing, and ongoing client support.
- Compliance: Ensure all wholesale lending activities comply with relevant regulations, policies, and best practices, maintaining the highest standards of integrity and professionalism.
- Reporting: Prepare and present regular reports on account activities, performance metrics, and market insights to management.
- Minimum of 5 years of experience in wholesale lending, relationship management, or business development within the financial services industry.
- Proven track record of successfully establishing and managing relationships with Financial Institutions, Non-Bank Lenders, CDCs, and Capital Market Platforms.
- Strong understanding of wholesale lending products, services, and market dynamics.
- Excellent communication, negotiation, and interpersonal skills, with the ability to build rapport and influence key stakeholders.
- Strategic thinker with strong analytical and problem-solving abilities.
- Self-motivated and results-driven, with the ability to work independently and remotely.
- Proficiency in using CRM software and other relevant tools for account management and reporting.
Education: Bachelor's degree in Business Administration, Finance, or related field; advanced degree preferred.
EEO Statement:
We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
United States
