Senior Account Executive, Wholesale Lending

First Tech Federal Credit UnionHillsboro, OR, United States

5 days ago

Job type

Full-time

Job description

Description

The Senior Account Executive, Wholesale Lendingsells 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 : Full Time Remote, but employee MUST reside in one of the following states :

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)

What makes First Tech different? Clickhereto learn more!

First Tech is not currently offering Visa sponsorship or transfer for this position #FT123 #LI-MG

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Senior Account Executive • Hillsboro, OR, United States