Offer summary

Qualifications:

Minimum 3 years’ experience in mortgage lending, Bachelor’s Degree preferred, NMLS registration required, Proven skills in client relationship management and effective communication..

Key responsabilities:

Sell third-party loans by promoting credit union products and services

Build relationships with Credit Unions and Correspondent companies to assess HELOC needs

Act as primary contact for clients throughout the loan process, ensuring compliance and obtaining necessary documentation

Attend industry meetings for networking and maintain up-to-date product knowledge.

Job description

Description

The Wholesale Account Exective - 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:

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 strengthening 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:

Minimum 3 years’ experience in mortgage lending
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

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