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Mortgage Account Executive

Company: Wescom Central Credit Union
Location: Anaheim
Posted on: November 17, 2020

Job Description:

POSITION SUMMARY:As an Account Executive, this individual is responsible for developing new relationships with Credit Unions while also maintaining and extending existing relationships with Credit Union Partners. This position requires a self-directing individual to interact and collaborate with leadership teams from Mortgage Loan Servicing, Mortgage Loan Originations, Secondary Marketing, Compliance, and Technology departments to deliver high level support to existing and potential Credit Union Partners. This position is a leadership position offering a high level of support and service both internally and externally to the Wescom lending division, Credit Union Partners and third party vendors.This position is a business to business (B2B) development and support opportunity that demands an understanding of Wescom products, services, underwriting guidelines and agency programs including FNMA/FHLMC/FHA/VA and reverse mortgages. An understanding of the functional areas of mortgage loan originations and mortgage loan servicing is required. This is a non-NMLS license position and does not require the negotiating of price and terms on a per loan basis for Originations.ESSENTIAL POSITION FUNCTIONS:Add value to existing and potential Credit Union Partners by providing training on Wescom products, procedures and guidelines, current regulatory requirements, state licensing requirements, and general changes in the mortgage industry.Establish and implement controls to track partner loans serviced, loan transfers, monthly partner contact, creation and distribution of monthly newsletter and/or other partner contact, and follow up with information needed for and from the Mortgage Loan Servicing Department.Collaborate with the Wescom Marketing Department, Mortgage Loan Origination and Mortgage Loan Servicing Departments to develop marketing materials and distribute to existing and potential credit union partners.Conduct on-sitet visits of existing and potential Credit Union Partners premises. When applicable, or when bringing on a new Credit Union Partner, assist in obtaining all applicable financials, resumes, licenses, and contract information for submission and approval by management. Position will be based in the Anaheim Operation Center and requires up to 50% travel time.Monitor and analyze trend/changes within the mortgage industry and conduct research and development of new mortgage products and mortgage servicing technologies, recommends implementation of products and technologies, and assist in implementation of new products and technologies. Coordinate the onsite and webinar presentation process to the executives of potential and existing Credit Union Partners, to promote mortgage loan servicing and mortgage loan originations services, update on new and existing mortgage regulations and investor requirements, and to increase business volume of the Credit Union Partner.Serve as liaison between the Mortgage Loan Servicing and Mortgage Loan Origination departments and the Credit Union Partner to provide information, solve problems, and communicate new and existing loan programs and guidelines. Attend regional and national conferences and industry related seminars to promote mortgage servicing and mortgage loan origination services and develop opportunities to build relationships with potential Credit Union Partners.EDUCATION, EXPERIENCE, SKILLS AND ABILITIES:High School graduate.Previous financial industry and customer service experience preferred.Five (5) years or more of either mortgage servicing and/or mortgage loan origination experience is required for this position.Bachelor’s Degree is preferred in a related field (e.g., business, finance, marketing, etc.) or equivalent work experience.Proficient use of presentation software for small and large groups as well as excellent written and verbal presentation skills.Advanced communication skills including written, oral, presentations and interpersonal skills are required with the ability to work with all levels of the organization. Effective human relations skills in order to maintain positive and productive working relationships with all Wescom staff and departments as well as Credit Union Partners.Embrace cold calling and prospecting techniques with the ability to properly qualify and follow up with prospects to close negotiations and secure new relationships.COMPUTER SKILLS:Proficient in Microsoft applications (Word, Excel, Outlook). Must be proficient in technology applications including the Credit Union’s operating system and specialized software required for performance of position.MATHEMATICAL SKILLS:Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rates, ratios and percentages.PHYSICAL DEMANDS:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear and taste or smell. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.WORK ENVIRONMENT:The work environment characteristics described here are representative of those an employee encounters while performing functions of this job.The noise level in the work environment is moderately quiet. It is a non-smoking environment.The above job requirements are representative of minimum levels of knowledge, skills, and abilities. The marginal functions have not been included. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.This is a business development position and requires travel, including overnight stays. Fifty percent or more of work time may be “out of the office” related to travelThis job description in no way implies that these are the only duties to be performed. An employee will be required to follow any other job-related instructions and duties as requested by the supervisor and/or management.

Keywords: Wescom Central Credit Union, Anaheim , Mortgage Account Executive, Other , Anaheim, California

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