Drive end - to - end sales for high - value accounts, from prospecting and discovery to negotiation and onboarding. Use methodologies like SPICED, SPIN, MEDDIC and CRM tools to build a predictable, high - performing pipeline.
AU
Hybrid Mortgage Loan Officer, Account Executive
Posted 2 months ago
About the role
- Mortgage Loan Officer driving mortgage production through retail and wholesale channels. Managing relationships and providing exceptional service to members and partners.
Responsibilities
- Drive mortgage production through retail and wholesale channels
- Manage relationships with members, brokers, and industry partners
- Provide exceptional service during the loan origination process
- Collaborate with internal teams to ensure smooth operations
Requirements
- Minimum of two (2) years of experience in mortgage loan origination or 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.
- This is a hybrid, commission-based position.
Benefits
- **Of course we offer healthcare, life insurance, and 401K benefits, but here is what else we offer:**
- **Take Time for Life:** In addition to 11 company holidays, you start with 3 weeks of vacation, and can recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO – free for you and your loved ones (you just pay taxes).
- **Retire with Confidence:** We contribute 8% to your 401k, no strings attached. It’s our way of helping you build the future you deserve.
- **Pets Are Family Too:** With affordable pet insurance (we even chip in), your furry friends are covered for everything from checkups to surgeries.
- **Invest in Your Future:** We’ll cover 80% of your tuition costs after one year, so you can continue to grow, learn, and achieve your goals.
- **Life Happens:** Our Advancial Life Rewards program reimburses you up to $1,000 each year for unexpected expenses – because we know life doesn’t always go according to plan.
- **Ready to Join a Winning Team?**
- Advancial isn’t just about business – it’s about building careers, communities, and futures. If you want to work somewhere that supports your growth, values your time, and recognizes your impact, you’ve found the right place.
Job title
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