Teams at EQ Bank | Equitable Bank

Lead growth marketing for Equitable Bank's reverse mortgage business: design and execute paid and unpaid acquisition channels, optimize conversion funnels and websites, build lead-nurture programs (CRM, direct mail), develop partner/referral sources, run A/B tests and analytics, create dashboards, and coordinate stakeholders to improve customer acquisition.

The Account Manager oversees a portfolio of mortgages, ensuring client needs are met with superior service and compliance. Responsibilities include managing renewals, reviewing sub-advances, assessing credit risk, and preparing reports, while collaborating with internal teams and external stakeholders.

Develop and grow reverse mortgage origination volume by prospecting and nurturing broker relationships, delivering product training, advising on deal quality, coordinating with credit and operations to close deals, and tracking/reporting pipeline and activity metrics.