Wholesale Sr. Account Executive - Home Equity

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

Job summary

A leading financial institution is looking for a Senior Wholesale Account Executive focusing on Home Equity. This remote role involves mentoring others in mortgage lending, building strategic relationships, and ensuring client satisfaction while maintaining compliance with federal and credit union regulations.

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

Employee pricing on loans

Qualifications

• 5+ years’ experience in mortgage lending.
• NMLS registration required.
• Demonstrated ability to prioritize in a fast-paced environment.

Responsibilities

• Mentor and coach account executives.
• Build relationships with credit unions and companies.
• Act as primary contact for clients during loan process.

Skills

Relationship Building

Cross-sell Achievements

Client Expectations Management

Time Management

Document Handling

Communication Skills

Independent Work

Collaboration

Education

Bachelor’s Degree

Job description

The Senior WholesaleAccount Executive - Home Equitysells 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:

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

Essential Skills:

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

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

Target Compensation Range: $185,000 - $230,000(This range reflects reasonable earnings potential which includes 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 your first year of employment
• 11 paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)

What makes First Tech different? Clickhereto learn more!

First Tech is not currently offering Visa sponsorship for this position