[Remote] Third-Party Origination (TPO) Sr. Account Executive

Note: The job is a remote job and is open to candidates in USA. First Tech Federal Credit Union is seeking a senior account executive to grow its wholesale mortgage channel through third-party origination. The role focuses on broker partnerships, loan production, broker support, and coordination with internal teams to deliver a consistent lending experience.

Responsibilities

• 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/non‑delegated offerings, and service model—against non‑bank competitors
• Act as a trusted advisor to brokers, providing guidance on programs, guidelines, market conditions, and loan structuring to support pull‑through 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, pull‑through, 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

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
• NMLS registration
• First Tech is not currently offering Visa transfer/sponsorship for this position
• Bachelor's Degree preferred

Benefits

• Full-time remote; employee must reside in Arizona, Georgia, Massachusetts, North Carolina, or Pennsylvania.
• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid time off: accrue up to 15 days in the first year; 40 hours of sick time and 3 personal days, which refresh annually
• Paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)

Company Overview