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 on-site training and updates about 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.
Stays abreast of industry developments, including changes in regulations and technology.
Promotes and maintains a positive work atmosphere.

Bachelor’s degree in finance, business administration or 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.

Mortgage Account Executive

Key skills