What are the responsibilities and job description for the Wholesale Business Development Coordinator position at First Tech Federal Credit Union?
Description
We're looking for new Wholesale Business Development Coordinators to support our team and help drive success in the wholesale mortgage channel. In this role, you'll partner with our Wholesale Account Managers to support business development, partner onboarding, training, and administrative operations.
Here's what you can expect from the job and what you need to be successful:
Job Duties:
- Work with Account Managers on loan scenarios and structuring guidance, gathering needed information to position loans for smooth submission
- Support upfront and ongoing training and education initiatives for new and existing partners, coordinating webinars, live trainings, and updates on product and process changes
- Assist in the onboarding and training of new broker partners, including scheduling, preparing materials, and conducting system walk-throughs
- Facilitate new partner approvals and recertifications by managing paperwork, system entries, and follow-up to ensure timely completion
- Manage and monitor the Wholesale sales support email inbox, responding to partner inquiries and routing questions to the appropriate team members
- Assist partners with password resets, portal access, and basic technical support to ensure uninterrupted platform usage
- Conduct testing of system enhancements, process changes, and technology updates on behalf of the Wholesale channel to ensure readiness before rollout
- Maintain accurate records in the CRM and internal systems to support pipeline tracking, reporting, and partner relationship management
- Provide market intelligence and competitive feedback gathered during partner interactions to Sales and Executive leadership, as needed
- Foster a partner-centric experience by delivering prompt, accurate, and courteous support at all stages of the partner relationship
- Uphold compliance and confidentiality standards in handling partner information and administrative tasks
- Collaborate cross-functionally with select business units to deliver a smooth third-party experience
Essential Skills:
- Minimum 2 years' experience in mortgage lending
- Demonstrated track record in forging successful customer relationships
- Able to articulate complex concepts while tailoring the message to different audiences including clients, member support teams, and senior leadership
- Ability to prioritize files in a fast-paced environment with tight deadlines and high-volume peaks while producing high-quality work.
- Working knowledge of Microsoft Office Suite
- Certification/License: NMLS registration
- Minimum Education: High School Diploma; Bachelor's degree preferred
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: $70,000-$90,000 total comp potential, including a base hourly rate of $28.13-$33.75 quarterly incentive pay.
Benefits options include:
- Traditional medical, dental, and vision coverage
- 401K matching up to 5% per pay period
- Accrue up to 17 days of Paid Time Off your first year of employment
- 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)
What makes First Tech different? Clickhereto learn more!
First Tech is not currently offering Visa sponsorship or transfer for this position
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First Technology Federal Credit Union is an Equal Opportunity Employer. First Tech does not discriminate against any employee or applicant for employment on the basis of race, color, ancestry, national origin, religion or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other characteristics protected by state law, federal law, or local ordinance.