Senior Account Executive - Third Party Originations

Overview

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 third party loan production, and play a key role in shaping the future of mortgage lending at a mission-driven credit union.

• 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, member-focused lending culture.

• 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)

• Traditional medical, dental, and vision coverage
• 401K matching up to 5% per pay period
• • 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)

Note: First Tech is not currently offering Visa sponsorship or transfer for this position.

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