Sr Account Executive –Third Party Originations

First Tech Federal Credit Union; United States; Remote; USD 185,000 - 230,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) match

Paid time off

Paid federal holidays

Employee pricing on lending products

Job summary

First Tech Federal Credit Union seeks an experienced Third-Party Origination (TPO) Sr. Account Executive to grow and elevate the wholesale mortgage channel.

You’ll build meaningful broker partnerships, drive third‑party loan production, and help shape the future of mortgage lending at a mission‑driven credit union. This fully remote role requires residing in one of the following states: Arizona, Georgia, Massachusetts, North Carolina, or Pennsylvania; you’ll collaborate with underwriting,

Qualifications

• 5+ years in mortgage lending or wholesale channels.
• Deep understanding of broker programs, guidelines and risk.
• Proven track record building long-term broker partnerships.
• Ability to tailor messaging to diverse audiences.
• Excellent time management and collaboration skills.
• Demonstrated ability to identify and resolve pipeline risks.
• Bachelor’s Degree preferred.
• NMLS registration required.

Responsibilities

• Build, manage, and grow relationships with wholesale mortgage brokers as the primary owner.
• Drive mortgage production by expanding broker engagement and onboarding.
• Position the credit union’s value against non-bank competitors.
• Advise brokers on programs, guidelines, and loan structuring.
• Partner with underwriting, fulfillment, and operations for broker experience.
• Identify and resolve pipeline risks to protect cycle time and quality.
• Execute broker growth plans, territory management, and forecast production.
• Support broker onboarding, training, and compliance with investor guidelines.
• Monitor broker performance metrics and optimize results.
• Represent First Tech at industry events and broker meetings.

Skills

Mortgage lending expertise

Broker channel knowledge

Relationship management

Communication skills

Independent and collaborative work

Pipeline risk identification

Education

Bachelor's Degree

NMLS registration

Job description

Description

We’re seeking an experienced Third-Party Origination (TPO) Sr. Account Executive to help grow and elevate First Tech’s wholesale mortgage channel. In this role, you’ll build meaningful broker partnerships, drive third‑party loan production, and play a key role in shaping the future of mortgage lending at a mission‑driven credit union.

What You’ll Do

• Build, manage, and grow relationships with wholesale mortgage brokers, serving as the primary relationship owner.
• Drive mortgage production by expanding broker engagement, onboarding new accounts, and increasing share of wallet with top producers.
• Position the credit union’s value proposition—pricing, turn times, underwriting consistency, delegated/non‑delegated offerings, and service model—against non‑bank competitors.
• Act as a trusted advisor to brokers, providing guidance on programs, guidelines, market conditions, and loan structuring to support pull‑through and funding quality.
• Partner closely with underwriting, fulfillment, secondary marketing, and operations teams to ensure consistent execution and a strong broker experience.
• Proactively identify and resolve pipeline risks, conditions, and bottlenecks to protect cycle time, conversion rates, and broker satisfaction.
• Execute broker growth plans including territory management, performance reviews, lead strategies, and production forecasting.
• Support broker onboarding, training, and certification, ensuring compliance with credit union standards, investor guidelines, and regulatory requirements.
• Monitor broker performance metrics (volume, pull‑through, quality, aging, and profitability) and recommend actions to improve results.
• Represent the credit union at industry events, broker meetings, and training sessions, acting as a brand ambassador for the wholesale channel.
• Maintain strong adherence to risk management, controls, and compliance expectations, reinforcing a safe‑and‑sound, member‑focused lending culture.

Essential Skills

• 5 or more years’ experience in mortgage lending
• Demonstrated understanding of broker channels, loan programs, guidelines and risk management
• Proven ability to build, grow and retain long‑term broker partnerships based on trust and consistency
• Ability to foster strong relationships with internal and external partners.
• Able to articulate complex concepts while tailoring the message to different audiences including clients, member support team, and senior leadership.
• Demonstrated effective time management skills and the ability to work independently and in a collaborative team environment.
• Ability to identify pipeline risks early and partner with teams to resolve issues while maintaining sound credit standards.
• Minimum Education: Bachelor’s Degree preferred
• Certification/License: NMLS registration

Location

Full Time Remote; employee MUST reside in one of the following states:

Arizona | Georgia | Massachusetts | North Carolina | Pennsylvania

Target Compensation Range

$185,000 - $230,000 (This range reflects reasonable earnings potential which includes base salary and incentive pay)

Who We Are

Every great journey begins with a bold idea—and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.

Employees Are Eligible For

• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
• Paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)

Employment Statements

First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to [e-mail] and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

First Tech is not currently offering Visa transfer/sponsorship for this position.