Senior Wholesale Account Manager - Home Equity - Remote

Overview

The Senior Wholesale Account Executive - Home Equity sells third-party loans through the active promotion of the credit union and its products and services.

In Short

• Act as a mentor/coach for other Account Executives.
• Perform relationship building activities with Credit Unions and Wholesale companies.
• Work with MI Partners for client introductions.
• Attend industry meetings/conferences for networking.
• Build relationships with internal business partners.
• Achieve high cross-sell volumes and maintain compliance.
• Consult with clients to ensure products meet their needs.
• Act as primary contact for clients during the loan process.
• Review agreements and negotiate loan terms.
• Maintain compliance with regulations.

Requirements

• 5+ years’ experience in mortgage lending.
• Track record in achieving sales goals.
• Skills in meeting client expectations.
• Ability to foster relationships with stakeholders.
• Effective communication skills.
• Ability to handle sensitive documents.
• Time management skills.
• Ability to work independently or collaboratively.
• Prioritize tasks in a fast-paced environment.
• Bachelor’s Degree preferred; NMLS registration required.

Benefits

• Medical, dental, and vision coverage.
• 401K matching up to 5%.
• Accrue up to 17 days of Paid Time Off.
• 11 paid federal holidays.
• Employee pricing on lending products.