Client Engagement Associate – Mortgage Outbound Sales

Fannie Mae; Plano (TX); On-site; USD 69,000 - 91,000; Full time

Benefits offered by this job

Incentive program

Comprehensive benefits

Job summary

Fannie Mae is hiring a Client Engagement Associate – Mortgage Outbound Sales to promote and sell mortgage products to existing clients. You will execute outbound campaigns, contact lenders and housing partners, and drive product adoption while tracking results in CRM.

The role requires strong communication, consultative selling skills, and the ability to perform in a fast-paced, metrics-driven environment. Office presence is expected at designated locations with potential remote options

Qualifications

• 2+ years in client engagement, sales or related roles in mortgage
• Proven consultative selling, lead gen and product adoption
• Strong communication and relationship-building
• Able to learn complex products and articulate customer value
• Thrives in a metrics-driven environment
• CRM proficiency (Salesforce/HubSpot/Pipedrive) and Office tools

Responsibilities

• Execute targeted outbound call campaigns to promote and drive adoption of mortgage products/services.
• Conduct high-volume outbound calls to lenders, servicers, and housing partners.
• Proactively engage lender prospects to communicate product value and create opportunities.
• Maintain accurate documentation of interactions and outcomes in CRM.
• Meet or exceed monthly performance targets (call volume, conversion, engagement).

Skills

Client engagement

Sales

Relationship-building

Communication

AI awareness

Learning new tech

Education

Bachelor's degree or equivalent

Tools

Salesforce

HubSpot

Pipedrive

Job description

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home.

Job Description

As a valued colleague on our team, you will play a pivotal role in promoting and selling Fannie Mae mortgage-related products and services. In this role, you will execute targeted outbound call campaigns to existing Fannie Mae clients to promote, position, and drive adoption of our mortgage-related products, technology solutions, and services.

THE IMPACT YOU WILL MAKE

The Client Engagement Associate – Mortgage Outbound Sales role will offer you the flexibility to make each day your own while working alongside people who care so that you can deliver on the following responsibilities:

• Execute targeted outbound call campaigns to promote and drive adoption of Fannie Mae's mortgage-related products and services.
• Conduct high-volume outbound calls to existing clients, including lenders, servicers, and housing partners.
• Proactively engage lender prospects to communicate product value and create opportunities for internal follow-up and execution.
• Maintain accurate documentation of interactions and outcomes within CRM systems.
• Meet or exceed monthly performance targets, including call volume, conversion rate, and engagement KPIs.

THE EXPERIENCE YOU BRING TO THE TEAM

Minimum Required Experience:

• 2+ years of experience in client engagement, sales, business development, or related roles supporting mortgage
• Demonstrated success in consultative selling, lead generation, prospecting, and driving product or service adoption.
• Strong communication, relationship-building, and interpersonal skills.
• Ability to quickly learn complex products and effectively articulate customer value.
• Comfortable working in a fast-paced, metrics-driven environment.
• Proficient in CRM platforms (e.g., Salesforce, HubSpot, Pipedrive) and Microsoft Office tools.
• Shows curiosity and adaptability in learning and responsibly applying new technologies, including artificial intelligence, to improve business outcomes.

Desired Experience: Bachelor's degree or equivalent combination of education and relevant experience. Mortgage industry experience supporting lenders, servicers, mortgage technology solutions, or secondary market activities. Knowledge of the mortgage ecosystem and housing finance industry.

Education

The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers. For most roles, employees are expected to work onsite on a regular basis at their designated office location. In‑office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote.

Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor.

Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form.

The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications.

This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program).

As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here.

Requisition compensation: 69000 to 91000

Fannie Mae expands access to housing across America. Powered by the latest tech and AI, our innovative products and services drive the mortgage industry forward. We believe that prioritizing our people’s growth and success is essential to achieving our business goals and fulfilling our purpose.