Wholesale Account Executive - Home Equity

Company: First Tech Federal Credit Union
Location: Hillsboro
Posted on: March 8, 2025

Job Description:

Description

The WholesaleAccount 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 andWholesale and Correspondent companies to assess their HELOC needsWork with MI Partners for introductions to potential clientsAttend industry related meetings/conferences for networkingBuild relationships with internal FTFCU business partners such as assigned branch staff,underwriters,etc. for the purpose of strengthening interdepartmental relationships and attracting new clientsAchieve high cross-sell volumes, low point of sales returns and specific volume run rate over 12 monthsMaintain up-to-date product and procedure knowledge and consult with clients to ensure real estate products meet individual client needsAct 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 updatesWork directly with clients to review agreements, explain loan programs, and negotiate mortgage loan termsMaintain compliance within federal, state and credit union rules and regulationsEssential Skills:Minimum 3 years' experience in mortgage lendingProven skills and commitment in meeting or exceeding client expectations and requirementsAbility 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 documentsDemonstrated 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 preferredCertification/License:NMLS registrationLocation: 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 coverage401K matching up to 5% per pay periodAccrue up to 17 days of Paid Time Off your first year of employment11 paid federal holidaysSpecial 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? Clickto learn more!First Tech is not currently offering Visa sponsorship for this position

Keywords: First Tech Federal Credit Union, Hillsboro , Wholesale Account Executive - Home Equity, Accounting, Auditing , Hillsboro, Oregon