Wholesale Sr. Account Executive - Home Equity

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:

• 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 (MUST reside 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)

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First Tech is not currently offering Visa sponsorship for this position