Be an early applicantLess than 25 applicants

Company

First Tech Federal Credit Union · 9 hours ago

Wholesale Mortgage Account Manager

United States

Full-time

Remote

Mid Level

$185K/yr - $230K/yr

3+ years exp

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BankingFinance

No H1B

Insider Connection @First Tech Federal Credit Union

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Responsibilities

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 strengthening 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

Qualification

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Mortgage LendingClient Relationship ManagementNMLS RegistrationDocument Handling

Required

Minimum 3 years’ experience in mortgage lending

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.

Certification/License: NMLS registration

Preferred

Minimum Education: Bachelor’s Degree preferred

Benefits

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)