Wholesale Mortgage Account Manager

Description

The Wholesale Mortgage Account Manager 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 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 strengthening 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 :

Minimum Education : Bachelor's Degree preferred

Certification / License : NMLS registration

Location : 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 :

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First Tech is not currently offering Visa sponsorship for this position

Salary : $185,000 - $230,000