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Wholesale Senior Account Executive - Home Equity - Remote

Posted 9 weeks ago
Sales / Business
Full Time
OR, WA, CA, FL, USA
$185,000 - $230,000/year

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 companies.
  • Work with MI Partners for client introductions.
  • Attend industry meetings for networking.
  • Build relationships with internal business partners.
  • Achieve high cross-sell volumes and maintain product knowledge.
  • Act as primary contact for clients during the loan process.
  • Review agreements and negotiate loan terms with clients.
  • Maintain compliance with regulations.

Requirements

  • 5+ years of experience in mortgage lending.
  • Track record in achieving sales goals.
  • Skills in meeting client expectations.
  • Ability to foster strong relationships.
  • Ability to articulate complex concepts.
  • Proven ability to handle sensitive documents.
  • Effective time management skills.
  • Ability to prioritize 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.

F.T.F.C.U

First Technology Federal Credit Union

First Technology Federal Credit Union is a member-focused financial institution that specializes in providing a range of lending products, including vehicle financing, to its members. The organization is dedicated to building strong relationships with automotive dealerships and enhancing member experiences through education and community engagement. With a commitment to innovation and service, First Tech aims to support its members' financial needs while fostering a collaborative and growth-oriented environment for its employees.

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