Job Description First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations. The HELOC Wholesale Account Executive is responsible for managing and maintaining current mortgage broker business relationships and seeking new accounts through sales, marketing, and referrals within an assigned market. This position offers a base salary ranging from $75,000 to $80,000 per year. Additional compensation may be earned based on successful referrals for retail loans, such as Home Equity Lines of Credit and Home Equity Loans. The Mortgage Broker Sales Manager is an officer-level position. DUTIES & RESPONSIBILITIES - Manage and maintain long-term partnerships with mortgage brokers, ensuring consistent communication, support, and strategic collaboration to drive business growth.. - Identify, cultivate, and expand new business opportunities through strategic sales initiatives, targeted marketing efforts, and strong referral networks, driving sustained growth and market presence. - Manage the broker review and new broker presentation process. - Educate brokers on our loan package submission procedures, underwriting process, loan programs, and compliance requirements. - Update brokers on changes to bank programs via e-mail, telephone, and in-person visits. - Resolve conflicts between brokers and the bank. - Material participation in industry organizations such as the Florida Association of Mortgage Brokers to ensure bank visibility within the mortgage broker community. - Coordinate and actively participate in a variety of after-hour events, fostering meaningful connections, enhancing brand presence, and strengthening professional relationships. - Responsible for supervision of sales support staff. - Conduct performance evaluations, coach sessions, train, and carry out progressive disciplinary action as needed. - Provide feedback to management regarding quality of service issues. - Develop, refine, and deliver comprehensive tracking reports for senior management, leveraging data-driven insights to support strategic decision-making and drive business performance. - Communicate with clients and bank staff via e-mail, telephone, mail, and in-person visits. - Attend functions at various broker locations. May require up to 75% local travel. - Conduct and complete additional assignments/projects as designated by management. QUALIFICATIONS - High school diploma or equivalent required. Associate or Bachelor’s degree preferred. - Minimum two years of experience in the field or related area. - Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively. - Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar. - Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry. - Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach. - Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks. - Cold calling sales ability, with assertive, positive, and persistent style. - Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports. - Exposure to on-line banking systems a plus. - Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades. - This position requires regular travel by car to various locations throughout the ---- market. - Occasional out-of-state travel may be required. - Scheduled hours are typically Monday through Friday 8:00am-5:00pm or 9:00am-6:00pm; Saturdays and after-hours as necessary.

• Exhibit effective appointment setting skills and set the required number of appointments each week with the correct decision makers. • Effective Selling Skills • Utilizing professional selling skills • Discover prospects incremental and programmatic needs • Effectively communicates Staples value propositions, capabilities, products and assortments including all categories • Capable of overcoming objections and closing the sale. • Utilize prescribed selling tools to prioritize activities and drive efficiency, as well as to document customer engagement and information (ex: Priority List, Tenfold, SFDC). • Internal Partnerships: Effectively work with customer support/set up teams and category specialists to progress deals forward to closed won • Implements and ramps wins driving compliance to new account/program • Expertise of prospect industry buying process’ and ability to support product selection and standardization • Create sticky accounts which will continue to purchase from Staples • Integrates feedback from prospects into their sales approach • New customer assortment and pricing • Internal Teaming: Individual will need to communicate and work closely with Category Specialists, and Support teams • Customer Communications: Individual is responsible to communicate with prospects daily in person and face to face in a professional manner

• Own **Saltz.App** expansion in your city! You’ll find and contact new venues, meet chefs and managers, show how the app works, and support their orders, from cozy lunch spots to Michelin-level places. We’ll train you, and give you room to own your day and your results. • You’ll be out in the field, visiting restaurants and kitchens. Your mission is to introduce chefs and owners to a marketplace that actually makes their lives easier • You’ll manage about 10–15 meetings a week and you’ll be responsible for following up and making sure no one is left hanging • You will plan your weekly schedule (with guidance when needed) and work towards hitting or exceeding targets • You’ll show chefs a demo of our application, in their own environment, how Saltz makes ordering simple and reliable • You’ll use our CRM (don't worry, we’ll teach you!) and other tools to keep notes on your progress so the whole team can support you

• Own Saltz.App’s expansion in your city! You’ll find and contact new venues, meet chefs and managers, demonstrate the app, and support their orders — from cozy lunch spots to Michelin-level restaurants. We’ll train you and give you the autonomy to own your day and your results. • You’ll be out in the field, visiting restaurants and kitchens. Your mission is to introduce chefs and owners to a marketplace that genuinely makes their operations easier. • You’ll manage about 10–15 meetings per week and be responsible for follow-up to ensure no lead is left unresolved. • You will plan your weekly schedule (with guidance as needed) and work toward meeting or exceeding targets. • You’ll demonstrate our application to chefs in their own environment, showing how Saltz simplifies ordering and makes it reliable. • You’ll use our CRM (don’t worry, we’ll train you!) and other tools to keep notes on your progress so the whole team can support you.