
Mortgage Account Executive
Quorum Federal Credit Union
full-time
Posted on:
Location Type: Remote
Location: New York • United States
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Salary
💰 $5,000 per month
About the role
- Identifies potential business partner opportunities within Account Executive’s authorized territory.
- Contacts, solicits, and makes presentations to partners regarding various loan programs.
- Provides partners with initial and ongoing training, updates, and information regarding the Credit Union’s loan programs.
- Regularly visits partners to obtain additional referrals and commitments for new loan applications.
- Anticipates and responds to loan-level and systematic questions or concerns from referral partners.
- Identifies process improvements and workflow enhancements.
- Ensures adherence to company policies and procedures and Banking/Credit Union Regulations.
Requirements
- Bachelor’s degree in finance, business administration or other related degree preferred.
- A minimum of 3-5 years of related experience at a credit union, bank, or other financial institution.
- Detailed knowledge of secondary market guidelines.
- Complies with all requirements for Mortgage Loan Originators set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLRS.
- Excellent problem-solving, organizational, analytical, verbal, and written communication skills.
- Strong decision making and time management skills with the ability to manage multiple projects/duties.
- Results driven, service oriented, self-motivated, and able to work independently.
- Trustworthy with the ability to maintain highest level of integrity and trust.
- Proficiency in Microsoft Office, specifically Word, Excel, and PowerPoint.
- Heavy travel required.
Benefits
- Medical
- Vision
- Dental
- Retirement Benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
loan programssecondary market guidelinesMortgage Loan Originatorsbackground checksUnique Identifierprocess improvementsworkflow enhancements
Soft Skills
problem-solvingorganizational skillsanalytical skillsverbal communicationwritten communicationdecision makingtime managementresults drivenservice orientedself-motivated
Certifications
Bachelor’s degreeMortgage Loan Originator certification