Mortgage Loan Officer / Account Executive

We’re proud to be named one of USA TODAY’s Top Workplaces , and we’ve earned the Best and Brightest Companies to Work For award for 8 years straight. Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.

At Advancial, we don’t just work hard – we play hard, too. We’re a team that thrives on passion and collaboration, where every day feels like a chance to make a difference. Our culture is built on positivity, creativity, and the belief that work should be fulfilling, not just a “day job.”

Advancial Credit Union is seeking an experienced and motivated Mortgage Loan Officer / National Wholesale Account Executive to drive mortgage production through both retail and wholesale channels. This role combines relationship management, consultative sales, and loan origination expertise to deliver exceptional service to members, brokers, and industry partners.

Requirements

  Minimum of two (2) years of experience in mortgage loan origination or wholesale / account executive sales.

  Bachelor’s degree in Business, Finance, or a related field, or equivalent combination of education and experience.

  Eligible for employment with an NCUA-insured institution and able to register with the Nationwide Mortgage Licensing System and Registry (NMLS) as a Mortgage Loan Originator.

  Strong knowledge of RESPA-TILA regulations, mortgage products, and loan origination processes.

  Proficiency with mortgage LOS software and CRM / lead management systems.

  Excellent negotiation, communication, and interpersonal skills.

  Highly organized, detail-oriented, and capable of managing multiple loan files and relationships simultaneously.

  Demonstrated ability to provide superior member and partner service in a fast-paced environment.

This is a hybrid, commission-based position.

Benefits

Of course we offer healthcare, life insurance, and 401K benefits, but here is what else we offer :

• Take Time for Life : In addition to 11 company holidays, you start with 3 weeks of vacation, and can recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO – free for you and your loved ones (you just pay taxes).
• Retire with Confidence : We contribute 8% to your 401k, no strings attached. It’s our way of helping you build the future you deserve.
• Pets Are Family Too : With affordable pet insurance (we even chip in), your furry friends are covered for everything from checkups to surgeries.
• Invest in Your Future : We’ll cover 80% of your tuition costs after one year, so you can continue to grow, learn, and achieve your goals.
• Life Happens : Our Advancial Life Rewards program reimburses you up to $1,000 each year for unexpected expenses – because we know life doesn’t always go according to plan.

Ready to Join a Winning Team?

Advancial isn’t just about business – it’s about building careers, communities, and futures. If you want to work somewhere that supports your growth, values your time, and recognizes your impact, you’ve found the right place.