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Quorum Federal Credit Union · 6 hours ago

Mortgage Account Executive - REMOTE

United States

Full-time

Remote

Mid Level

$5,000/mo - $3,000/mo

3+ years exp

Quorum Federal Credit Union is a cutting-edge credit union that operates as a technology company, delivering innovative financial solutions to its members. The Mortgage Account Executive will research and identify high producing third-party referral partners to deliver quality residential loan products, while maintaining quality standards and originating loans. This role requires independent judgment and relationship development with prospects, reporting directly to the National Sales Manager.

BankingCreditFinancial Services

Comp. & Benefits

No H1B

Responsibilities

Identifies potential business partner opportunities within Account Executive’s authorized territory with whom the Credit Union wishes to enter into a strategic partnership, identify and contact key partner personnel and other referral sources, associations and strategic alliances

Contacts, solicits, and makes presentations to such partners (primarily in person at the partner’s place of business) regarding various loan programs, obtain commitments and agreements with partners at such presentations to enter into referral lending arrangements with the Credit Union; and engage in other promotional activities in conjunction with these activities

Provides the partner with initial and ongoing on-site training, updates and information regarding the Credit Union’s loan programs, loan guidelines, and loan processing and closing systems, technologies, and practices

Regularly visits partners to obtain additional referrals and commitments for, and submission of, new loan applications

Anticipates and responds to loan-level and systematic questions or concerns the referral partner may have with respect to the Credit Union’s services or loan programs; and escalate such matters in accordance with the guidelines and instructions provided by Management

Identifies process improvements and workflow enhancements

Ensures adherence to company policies and procedures and Banking/Credit Union Regulations

Stays abreast of industry developments including, but not limited to, changes in regulations, technology, etc

Promotes and maintains a positive work atmosphere by behaving and communicating in a manner consistent with professional standards to get along with members, co-workers, management, and vendors

Performs additional duties as required

Qualification

Mortgage Loan OriginationSecondary Market GuidelinesBachelor's DegreeMicrosoft OfficeAnalytical SkillsProblem-Solving SkillsOrganizational SkillsVerbal CommunicationWritten CommunicationDecision MakingTime ManagementSelf-MotivatedIntegrity

Required

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

Stable internet connection with speeds high enough for video conferencing and screen sharing

Smartphone with current iOS/Android OS

Prolonged periods sitting at a workstation and working on a computer

Ability to communicate with coworkers and customers via email, chat, teleconference, and/or phone