Wholesale Business Development Coordinator at First Tech Federal Credit Union

Description

• 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

• 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

• 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)