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First Tech Federal Credit Union · 2 months ago

Wholesale Business Development Coordinator

United States

Full-time

Remote

Entry, Mid Level

$70K/yr - $90K/yr

2+ years exp

First Tech Federal Credit Union is looking for Wholesale Business Development Coordinators to support their team in the wholesale mortgage channel. This role involves partnering with Wholesale Account Managers to assist in business development, partner onboarding, training, and administrative operations.

BankingFinance

No H1B

Responsibilities

Work with Account Managers on loan scenarios and structuring guidance, gathering needed information to position loans for smooth submission

Support upfront and ongoing training and education initiatives for new and existing partners, coordinating webinars, live trainings, and updates on product and process changes

Assist in the onboarding and training of new broker partners, including scheduling, preparing materials, and conducting system walk-throughs

Facilitate new partner approvals and recertifications by managing paperwork, system entries, and follow-up to ensure timely completion

Manage and monitor the Wholesale sales support email inbox, responding to partner inquiries and routing questions to the appropriate team members

Assist partners with password resets, portal access, and basic technical support to ensure uninterrupted platform usage

Conduct testing of system enhancements, process changes, and technology updates on behalf of the Wholesale channel to ensure readiness before rollout

Maintain accurate records in the CRM and internal systems to support pipeline tracking, reporting, and partner relationship management

Provide market intelligence and competitive feedback gathered during partner interactions to Sales and Executive leadership, as needed

Foster a partner-centric experience by delivering prompt, accurate, and courteous support at all stages of the partner relationship

Uphold compliance and confidentiality standards in handling partner information and administrative tasks

Collaborate cross-functionally with select business units to deliver a smooth third-party experience

Qualification

Mortgage LendingCustomer Relationship ManagementMicrosoft Office SuiteNMLS RegistrationTraining CoordinationTechnical SupportCompliance Standards

Required

Minimum 2+ years' experience in mortgage lending

Demonstrated track record in forging successful customer relationships

Able to articulate complex concepts while tailoring the message to different audiences including clients, member support teams, and senior leadership

Ability to prioritize files in a fast-paced environment with tight deadlines and high-volume peaks while producing high-quality work

Working knowledge of Microsoft Office Suite

Certification/License: NMLS registration

Minimum Education: High School Diploma

Preferred

Bachelor's degree

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)