Director of Financial Institution Sales

Do you want to own and grow your territory by selling a service that customers actually want and need while having the support of a high-growth FinTech company? We have established business and sales support. We need you to help us open new business within your established network of FI partnerships.

The Director of Financial Institution Sales will be responsible for finding, pursuing and bringing onboard new sellers for the LoanExchange platform and other new business opportunities for MAXEX within the banking market (banks and credit unions). As part of this role, you’ll work closely with senior counterparts in Legal, Capital Markets, Operations, Transaction Management, Sales, Risk Management, Information Technology, and Customer Onboarding on development and implementation of new products and processes.

RESPONSIBILITIES

Strategic

Identify and pursue new business opportunities with both existing and new customers by

· conducting targeted market research

· evaluating customer feedback and needs

· keeping abreast of market developments by reviewing industry-related publications

· attending industry-related conferences and events

· assisting with leading sales effort to support rollout of the industry’s first-ever servicing retained flow jumbo program. Creating liquidity for FI jumbo product will allow FI to preserve the life of loan servicing relationship with the customer.

Operational Effectiveness

· Actively seek out and engage potential new sellers for the LoanExchange platform by leveraging existing relationships (both within and external to MAXEX), networking, cold calling, and opportunistically utilizing social media and industry-specific advertising outlets

· Coordinate negotiation and execution of appropriate NDA for each potential new customer

· Prepare and deliver sales presentations about LoanExchange platform and other MAXEX programs and initiatives

· Coordinate distribution of LoanExchange guidelines, legal documents, lock policy, due diligence review standards, etc.

· Request and collect potential new customer’s existing legal documents, guidelines and rate sheets, due diligence provider and review standards, etc.

· Schedule follow-up calls & meetings to conduct system demo, answer questions, counter objections, and gather feedback to share with internal MAXEX teams

· Coordinate MAXEX’s responses to any customer applications, document requests, or other counterparty approval processes

· Coordinate review, negotiation, and execution of LoanExchange legal documents. Introduce new customer to Customer Onboarding team and help facilitate connectivity between customer and MAXEX counterparts in Capital Markets, Operations, and Transaction Management

QUALIFICATIONS

· 7+ years (we’d love more!) relevant experience in sales / business development required

· Established partnerships with, accounts, and contacts within the banking market (banks and credit unions)

· Successful history of pitching to C-suite level at FIs

· In-depth knowledge of the mortgage banking business and capital markets

· In-depth knowledge of the transactional & legal issues attendant to the purchase & sale of mortgage loans in the secondary market

· Solid working knowledge of finance and accounting fundamentals

· BA/BS/BBA degree preferred

· Strong MS Excel and PowerPoint skills

· Proficiency with Salesforce or other CRM software

· Proven sales ability and presentation skills

· Excellent written and verbal communication skills

· Resourceful team player with a positive outlook

WHO WE ARE

• We are “one team” with singleness of purpose. We value the diversity and the uniqueness of every individual and their contributions

• We are committed to the relentless pursuit of innovative solutions. When we don’t get it right, we learn from our mistakes and encourage one another to try again

• We take pride in each other's work and celebrate our successes

WHY MAXEX?

MAXEX is a High-Growth FinTech company revolutionizing the mortgage industry. Our software platform enables a more efficient, transparent and less risky residential mortgage loan trading process. If you want to have the rare chance to change the course of an entire industry, this is the company for you.

If you’re looking for purpose in your work, enjoy creating one-of-a-kind solutions, and want all that a premier tech company can offer (engaging & inclusive work culture, collaborative teams, industry expertise, cutting edge technology, even a sweet dog in the Midtown Atlanta office!), then you’ve found your new home with MAXEX!

MAXEX is a digital exchange making the mortgage process more efficient & transparent and less risky by providing a software platform clearinghouse for lenders, banks, and investors to buy and sell loans using a standardized trading process. MAXEX has developed the technology and infrastructure to revolutionize the antiquated mortgage market and we are financially backed by premiere institutional investors including J.P. Morgan.

Remote US-based work location to be filled outside the state of Colorado.