[Remote] Senior Account Executive - Third Party Originations

Note: The job is a remote job and is open to candidates in USA. First Tech Federal Credit Union is seeking an experienced Senior Account Executive – Third Party Originations to enhance their wholesale mortgage channel. The role involves building broker partnerships, driving loan production, and ensuring a strong broker experience while maintaining compliance and risk management standards.

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