Senior Account Executive - Third Party Originations
$185k - $230kFirst Tech Federal Credit Union
Description
We're seeking an experienced Sr Account Executive -Third Party Originations to help grow and elevate First Tech's wholesale mortgage channel. In this role, you'll build meaningful broker partnerships, drive thirdparty loan production, and play a key role in shaping the future of mortgage lending at a missiondriven credit union. Here's what you can expect from the job and what you need to be successful: Job Duties:
- Build, manage, and grow relationships with wholesale mortgage brokers, serving as the primary relationship owner.
- Drive mortgage production by expanding broker engagement, onboarding new accounts, and increasing share of wallet with top producers.
- Position the credit union's value proposition-pricing, turn times, underwriting consistency, delegated/nondelegated offerings, and service model-against nonbank competitors.
- Act as a trusted advisor to brokers, providing guidance on programs, guidelines, market conditions, and loan structuring to support pullthrough and funding quality.
- Partner closely with underwriting, fulfillment, secondary marketing, and operations teams to ensure consistent execution and a strong broker experience.
- Proactively identify and resolve pipeline risks, conditions, and bottlenecks to protect cycle time, conversion rates, and broker satisfaction.
- Execute broker growth plans including territory management, performance reviews, lead strategies, and production forecasting.
- Support broker onboarding, training, and certification, ensuring compliance with credit union standards, investor guidelines, and regulatory requirements.
- Monitor broker performance metrics (volume, pullthrough, quality, aging, and profitability) and recommend actions to improve results.
- Represent the credit union at industry events, broker meetings, and training sessions, acting as a brand ambassador for the wholesale channel.
- Maintain strong adherence to risk management, controls, and compliance expectations, reinforcing a safe-and-sound, memberfocused lending culture.
- 5 or more years' experience in mortgage lending
- Demonstrated understanding of broker channels, loan programs, guidelines and risk management
- Proven ability to build, grow and retain long-term broker partnerships based on trust and consistency
- Ability to foster strong relationships with internal and external partners.
- Able to articulate complex concepts while tailoring the message to different audiences including clients, member support team, and senior leadership.
- Demonstrated effective time management skills and the ability to work independently and in a collaborative team environment.
- Ability to identify pipeline risks early and partner with teams to resolve issues while maintaining sound credit standards.
- Minimum Education: Bachelor's Degree preferred
- Certification/License: NMLS registration
- Traditional medical, dental, and vision coverage
- 401K - generous company matching
- Paid Time Off: You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
- 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)
Vacancy posted 5 days ago
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