Wholesale Sr. Account Executive - Home Equity

First Tech Federal Credit Union; Oregon, Hillsboro (IL, OR); Remote; USD 185,000 - 230,000; Full time

Job summary

An established industry player is seeking a Senior Wholesale Account Executive to drive home equity loan sales. This role involves mentoring fellow executives, building crucial relationships with credit unions, and ensuring compliance throughout the loan process. The ideal candidate will have a strong track record in mortgage lending, exceptional client management skills, and the ability to thrive in a fast-paced environment. With a competitive compensation package and the flexibility of remote work, this position offers an exciting opportunity to make a significant impact in the financial services sector.

Benefits

Traditional medical, dental, and vision coverage

401K matching up to 5%

Accrue up to 17 days of Paid Time Off

11 paid federal holidays

Special employee pricing on lending products

Qualifications

• 5+ years' experience in mortgage lending.
• NMLS registration required.

Responsibilities

• Mentor other Account Executives and build relationships with clients.
• Maintain compliance and manage client documentation throughout loan processes.

Skills

Mortgage Lending

Relationship Building

Client Management

Time Management

Compliance Knowledge

Education

Bachelor's Degree

Job description

Description

The Senior Wholesale Account Executive - Home Equity sells third-party loans through the active promotion of the credit union and its products and services.

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

Job Duties:

1. Act as a mentor/coach for other Account Executives in conjunction with the VP and regional specific activities.
2. Perform relationship building focused activities such as reaching out to other Credit Unions and Wholesale and Correspondent companies to assess their HELOC needs.
3. Work with MI Partners for introductions to potential clients.
4. Attend industry related meetings/conferences for networking.
5. Build relationships with internal FTFCU business partners such as assigned branch staff, underwriters, etc., to strengthen interdepartmental relationships and attract new clients.
6. Achieve high cross-sell volumes, low point of sales returns, and meet specific volume run rates over 12 months.
7. Maintain up-to-date product and procedure knowledge, and consult with clients to ensure real estate products meet individual client needs.
8. Act as the primary contact for clients during the entire loan process, obtaining required documentation including financial information to evaluate loan applications and their risk, and providing ongoing client updates.
9. Work directly with clients to review agreements, explain loan programs, and negotiate mortgage loan terms.
10. Maintain compliance within federal, state, and credit union rules and regulations.

Essential Skills:

1. 5 or more years' experience in mortgage lending.
2. Demonstrated track record in achieving cross-sell volumes, low point of sales returns, and specific volume run rate over 12 months.
3. Proven skills and commitment in meeting or exceeding client expectations and requirements.
4. Ability to foster strong relationships with internal and external stakeholders.
5. Able to articulate complex concepts while tailoring the message to different audiences, including clients, member support teams, and senior leadership.
6. Proven ability to professionally handle sensitive documents.
7. Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment.
8. Ability to prioritize files in a fast-paced environment with tight deadlines and high-volume peaks while producing high-quality work.
9. Minimum Education: Bachelor's Degree preferred.
10. Certification/License: NMLS registration.

Location: Remote opportunity available in Oregon, California, Washington, or Florida (MUST reside in the state of OR, WA, CA, or FL).

Target Compensation Range: $185,000 - $230,000 (This range reflects reasonable earnings potential, including base salary and incentive pay).

Benefits options include:

• Traditional medical, dental, and vision coverage.
• 401K matching up to 5% per pay period.
• Accrue up to 17 days of Paid Time Off in the first year of employment.
• 11 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).

What makes First Tech different? Click here to learn more!

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