Wholesale Mortgage Account Manager - Remote

Overview

The Wholesale Mortgage Account Manager sells third-party loans through the active promotion of the credit union and its products and services.

In Short

• Perform relationship building focused activities with Credit Unions and Wholesale companies.
• Work with MI Partners for introductions to potential clients.
• Attend industry related meetings/conferences for networking.
• Build relationships with internal business partners to attract new clients.
• Achieve high cross-sell volumes and maintain product knowledge.
• Act as primary contact for clients during the loan process.
• Review agreements and negotiate mortgage loan terms.
• Maintain compliance with federal, state, and credit union regulations.

Requirements

• Minimum 3 years’ experience in mortgage lending.
• Proven skills in meeting client expectations.
• Ability to foster strong relationships with stakeholders.
• Able to articulate complex concepts to different audiences.
• Proven ability to handle sensitive documents professionally.
• Effective time management skills.
• Ability to prioritize in a fast-paced environment.
• Bachelor’s Degree preferred.
• NMLS registration required.

Benefits

• Traditional medical, dental, and vision coverage.
• 401K matching up to 5% per pay period.
• Accrue up to 17 days of Paid Time Off in the first year.
• 11 paid federal holidays.
• Special employee pricing on lending products.