Wholesale Mortgage Account Manager

First Tech Federal Credit Union
paid time off, 401(k)
United States, Oregon, Hillsboro
5100 Northeast Dawson Creek Drive (Show on map)
Jan 24, 2025
Description The WholesaleMortgage Account Managersells 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) What makes First Tech different? Clickhereto learn more! First Tech is not currently offering Visa sponsorship for this position