Senior Account Executive - Third Party Originations

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:

What You'll Do:

• 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.

Essential 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

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