Mortgage Loan Officer/Account Executive

About the role

Advancial Credit Union is seeking an experienced and motivated Mortgage Loan Officer / National Wholesale Account Executive to drive mortgage production through both retail and wholesale channels. This role combines relationship management, consultative sales, and loan origination expertise to deliver exceptional service to members, brokers, and industry partners.

Responsibilities

• Drive mortgage production through both retail and wholesale channels
• Manage and nurture relationships with members, brokers, and industry partners
• Provide consultative sales support to facilitate mortgage transactions
• Manage loan files and ensure compliance with regulatory requirements
• Collaborate with internal teams to streamline loan processing and improve efficiency
• Meet and exceed sales targets while maintaining high standards of customer service

Requirements

• Minimum of two (2) years of experience in any of the following roles: mortgage loan origination, mortgage wholesale/account executive sales
• Bachelor's degree in Business, Finance, or a related field, or equivalent combination of education and experience
• Eligible for employment with an NCUA-insured institution and able to register with the Nationwide Mortgage Licensing System and Registry (NMLS) as a Mortgage Loan Originator
• Strong knowledge of RESPA-TILA regulations, mortgage products, and loan origination processes
• Proficiency with mortgage LOS software and CRM/lead management systems
• Excellent negotiation, communication, and interpersonal skills
• Highly organized, detail-oriented, and capable of managing multiple loan files and relationships simultaneously
• Demonstrated ability to provide superior member and partner service in a fast-paced environment

Benefits

• Healthcare, life insurance, and 401K benefits
• Take Time for Life: 11 company holidays, 3 weeks of vacation, and access to vacation homes in Destin, FL, and Breckenridge, CO (free for you and your loved ones)
• Raise with Confidence: 8% employer contribution to your 401k
• Pets Are Family Too: Affordable pet insurance
• Invest in Your Future: 80% coverage for tuition costs after one year
• Life Happens: Reimbursement for unexpected expenses up to $1,000 per year

Schedule

This is a hybrid, commission-based position.

Pay

Candidates must be local to the DFW metroplex.