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First Tech Federal Credit Union · 10 hours ago

Senior Account Executive - Third Party Originations

United States

Full-time

Remote

Senior Level

$185K/yr - $230K/yr

5+ years exp

First Tech Federal Credit Union is seeking experienced mortgage professionals to join their team as a Senior Account Executive - Third Party Originations. This role involves promoting First Tech’s products and services to drive third-party loan sales and shape the future of home equity lending at the credit union.

BankingFinance

No H1B

Responsibilities

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

Qualification

Mortgage lending experienceCross-sell strategyClient relationship managementNMLS registrationTime managementDocument handlingHigh-quality workEffective communicationTeam collaboration

Required

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

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)