Third-Party Origination (TPO) Sr. Account Executive

First Tech Federal Credit Union; Robin Hill (MA); Remote; USD 185,000 - 230,000; Full time

Benefits offered by this job

Medical, dental, and vision

401(k) match

Paid time off

Paid federal holidays

Employee pricing on lending products

Job summary

First Tech Federal Credit Union is seeking an experienced Third-Party Origination (TPO) Sr. Account Executive to grow its wholesale mortgage channel.

You will build broker partnerships, drive third-party loan production, and help shape the future of mortgage lending in a mission-driven credit union. You will manage broker relationships, onboarding, and performance while collaborating with underwriting and operations to ensure exceptional broker experience.

Qualifications

• 5+ years of mortgage lending experience.
• Understanding of broker channels, loan programs, guidelines and risk management.
• Proven ability to build, grow and retain long-term broker partnerships.
• Ability to foster strong relationships with internal and external partners.
• Able to articulate complex concepts to diverse audiences including clients and leadership.
• Strong time management and ability to work independently and in a team.
• Identify pipeline risks early and collaborate with teams.
• Bachelor's Degree preferred.
• NMLS registration

Responsibilities

• Build, manage, and grow relationships with wholesale mortgage brokers as the primary owner.
• Drive mortgage production by expanding broker engagement and onboarding new accounts.
• Position value propositions against nonbank competitors based on pricing and service.
• Advise brokers on programs, guidelines, and loan structuring to support pullthrough.
• Collaborate with underwriting, fulfillment, secondary marketing, and operations.
• Identify and resolve pipeline risks to protect cycle time and conversion.
• Execute broker growth plans including territory management and lead strategies.
• Support broker onboarding, training, and certification per guidelines.
• Monitor broker performance metrics and take action to improve results.
• Represent the credit union at events, broker meetings, and training sessions.
• Maintain risk and compliance with lending standards.

Skills

Mortgage lending experience

Broker channels

Relationship building

Communication

Time management

Pipeline risk management

NMLS registration

Education

Bachelor's Degree preferred

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 thirdparty loan production, and play a key role in shaping the future of mortgage lending at a missiondriven credit union.

Here's what you can expect from the job and what you need to be successful:

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/nondelegated offerings, and service model-against nonbank competitors.
• Act as a trusted advisor to brokers, providing guidance on programs, guidelines, market conditions, and loan structuring to support pullthrough 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, pullthrough, 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, memberfocused 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.

• 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.