Note: The job is a remote job and is open to candidates in USA. First Tech Federal Credit Union is seeking an experienced Sr Account Executive – Third Party Originations to help grow and elevate their wholesale mortgage channel. In this role, you will build meaningful broker partnerships and drive third‑party loan production while shaping the future of mortgage lending at the credit union.
Responsibilities
- 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/non‑delegated offerings, and service model—against non‑bank competitors
- Act as a trusted advisor to brokers, providing guidance on programs, guidelines, market conditions, and loan structuring to support pull‑through 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, pull‑through, 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, member‑focused lending culture
Skills
- 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
Benefits
- 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)
Company Overview