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Senior Account Executive, Wholesale Lending
Senior Account Executive, Wholesale LendingFirst Tech Federal Credit Union • Las Vegas, NV, United States
Senior Account Executive, Wholesale Lending

Senior Account Executive, Wholesale Lending

First Tech Federal Credit Union • Las Vegas, NV, United States
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Description

The Senior Account Executive, Wholesale Lendingsells 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 :

  • Act as a mentor / coach for other Account Executives in conjunction with the VP and regional specific activities.
  • 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 strengthing 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 :

  • 5 or more years' experience in mortgage lending
  • Demonstrated track record in achieving cross-sell volumes, low point of sales returns and specific volume run rate over 12 months
  • 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 : Full Time Remote, but employee MUST reside in one of the following states :

    Alaska| Arizona | California | Colorado | Florida |Georgia | Idaho | Massachusetts | Minnesota |North Carolina |Nevada | Oregon | Pennsylvania | Texas | Utah | Washington

    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? Click here to learn more!

    First Tech is not currently offering Visa sponsorship or transfer for this position

    #FT123 #LI-MG

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    Senior Account Executive • Las Vegas, NV, United States

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