Senior Account Executive, Wholesale Lending

Description

We're seeking experienced mortgage professionals to join our team as a Senior Account Executive, Wholesale Lending. In this role, you'll promote First Tech's products and services to drive third-party loan sales and help shape the future of home equity lending at the credit union.

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 :

Location : Full Time Remote, but employee MUST reside in one of the following states :

Alaska| Arizona | California | Colorado | Florida |Georgia | Idaho | Massachusetts | Minnesota |North Carolina |Nevada | Oregon | Pennsylvania | Texas | Utah | Washington

Target Compensation Range : $185,000 - $230,000(This range reflects reasonable earnings potential which includes base salary and incentive pay)

Benefits options include :

What makes First Tech different? Click here to learn more!

First Tech is not currently offering Visa sponsorship or transfer for this position

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