First Technology Federal Credit Union

Role Description The TPO National Sales Director leads sales strategy and growth through external broker and partner channels. This role builds and manages trusted partnerships that drive sustainable loan production while aligning with First Tech’s mission, risk standards, compliance, and member-first approach. The ideal candidate brings strong relationship management, pipeline oversight, and strategic sales leadership to support long-term wholesale lending growth. Here's what you can expect from the job and what you need to be successful: - Establishes the strategic direction for third‑party origination sales, translating enterprise goals into actionable plans, priorities, and performance expectations; ensuring consistent execution of credit union–aligned sales practices, broker engagement standards, and service commitments that protect the member experience. - Oversee day-to-day sales performance by actively monitoring loan pipelines, broker productivity, and pull through metrics; support the team with complex loan structuring, prioritization, and issue resolution to drive efficient funding. - Leads the design, implementation, and governance of sales policies, programs, and procedures that support consistent execution and risk‑appropriate growth. - Guides the management and expansion of broker and third‑party relationships, strengthening engagement, performance, and long‑term partnerships. - Directs operational execution of the sales function, balancing growth objectives, quality, service standards, and regulatory or policy requirements. - Exercises sound judgment on complex business matters, addressing challenges that require conceptual thinking and cross‑functional collaboration. - Partners with leaders across functions to align timelines, resolve interdependencies, and influence decisions that impact sales strategy and outcomes. - Collaborate closely with Operations, Underwriting, Compliance, Capital Markets, and Product teams to align sales activity with operational capacity, service levels, and portfolio objectives. - Oversee budgeting, forecasting, and resource planning for the function, ensuring responsible cost management and alignment with approved frameworks. - Coach and develop a high performing sales team through structured sales huddles, one on one leadership, and performance reviews, reinforcing accountability, ethical selling, and long-term partner relationships. - Monitors performance metrics and market trends to adjust strategies, improve execution, and enhance competitive positioning. Qualifications - Required Education: Bachelor's degree in field relevant to role (or 4 additional years of relevant experience in lieu of a degree), advanced degree preferred. - 8+ years’ experience in mortgage sales, including sales processes, operations, data analytics, and/or quantitative marketing. - 4+ years’ experience leading and coaching employees to increase production and overall performance. - Extensive experience in sales leadership, business development, or revenue‑generating functions, preferably within third‑party or indirect distribution models. - Deep expertise in sales strategy, relationship management, and operational management, supported by a strong understanding of broader organizational and market dynamics. - Demonstrated ability to lead managers and senior professionals, including workforce planning, talent development, and succession readiness. - Strong strategic thinking and decision‑making capabilities, with comfort navigating ambiguity and complex business issues. - Proven ability to influence across organizational boundaries, including collaboration with senior leaders and executive stakeholders. - Experience developing and managing budgets, policies, and processes that enable scalable and compliant sales operations. Requirements - 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. Benefits - Traditional medical, dental, and vision coverage. - 401K matching up to 5% per pay period. - Paid Time Off: You’ll accrue up to 15 vacation days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually. - 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).

Role Description We’re seeking an experienced Sr Account Executive – Third Party Originations to help grow and elevate First Tech’s wholesale mortgage channel. In this role, you’ll build meaningful broker partnerships, drive third‑party loan production, and play a key role in shaping the future of mortgage lending at a mission‑driven credit union. - Build, manage, and grow relationships with wholesale mortgage brokers, serving as the primary relationship owner. - Drive mortgage production by expanding broker engagement, onboarding new accounts, and increasing share of wallet with top producers. - Position the credit union’s value proposition—pricing, turn times, underwriting consistency, delegated/non‑delegated offerings, and service model—against non‑bank competitors. - Act as a trusted advisor to brokers, providing guidance on programs, guidelines, market conditions, and loan structuring to support pull‑through and funding quality. - Partner closely with underwriting, fulfillment, secondary marketing, and operations teams to ensure consistent execution and a strong broker experience. - Proactively identify and resolve pipeline risks, conditions, and bottlenecks to protect cycle time, conversion rates, and broker satisfaction. - Execute broker growth plans including territory management, performance reviews, lead strategies, and production forecasting. - Support broker onboarding, training, and certification, ensuring compliance with credit union standards, investor guidelines, and regulatory requirements. - Monitor broker performance metrics (volume, pull‑through, quality, aging, and profitability) and recommend actions to improve results. - Represent the credit union at industry events, broker meetings, and training sessions, acting as a brand ambassador for the wholesale channel. - Maintain strong adherence to risk management, controls, and compliance expectations, reinforcing a safe-and-sound, member‑focused lending culture. Qualifications - 5 or more years’ experience in mortgage lending. - Demonstrated understanding of broker channels, loan programs, guidelines, and risk management. - Proven ability to build, grow, and retain long-term broker partnerships based on trust and consistency. - Ability to foster strong relationships with internal and external partners. - Able to articulate complex concepts while tailoring the message to different audiences including clients, member support team, and senior leadership. - Demonstrated effective time management skills and the ability to work independently and in a collaborative team environment. - Ability to identify pipeline risks early and partner with teams to resolve issues while maintaining sound credit standards. Requirements - Minimum Education: Bachelor’s Degree preferred. - Certification/License: NMLS registration. - 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. Benefits - Traditional medical, dental, and vision coverage. - 401K - generous company matching. - Paid Time Off: You’ll accrue up to 15 vacation days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually. - 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).

We’re seeking an experienced Sr Account Executive –Third Party Originations to help grow and elevate First Tech’s wholesale mortgage channel. In this role, you’ll build meaningful broker partnerships, drive third‑party loan production, and play a key role in shaping the future of mortgage lending at a mission‑driven credit union. Here's what you can expect from the job and what you need to be successful: Job Duties: - Build, manage, and grow relationships with wholesale mortgage brokers, serving as the primary relationship owner. - Drive mortgage production by expanding broker engagement, onboarding new accounts, and increasing share of wallet with top producers. - Position the credit union’s value proposition—pricing, turn times, underwriting consistency, delegated/non‑delegated offerings, and service model—against non‑bank competitors. - Act as a trusted advisor to brokers, providing guidance on programs, guidelines, market conditions, and loan structuring to support pull‑through and funding quality. - Partner closely with underwriting, fulfillment, secondary marketing, and operations teams to ensure consistent execution and a strong broker experience. - Proactively identify and resolve pipeline risks, conditions, and bottlenecks to protect cycle time, conversion rates, and broker satisfaction. - Execute broker growth plans including territory management, performance reviews, lead strategies, and production forecasting. - Support broker onboarding, training, and certification, ensuring compliance with credit union standards, investor guidelines, and regulatory requirements. - Monitor broker performance metrics (volume, pull‑through, quality, aging, and profitability) and recommend actions to improve results. - Represent the credit union at industry events, broker meetings, and training sessions, acting as a brand ambassador for the wholesale channel. - Maintain strong adherence to risk management, controls, and compliance expectations, reinforcing a safe-and-sound, member‑focused lending culture. Essential Skills: - 5 or more years’ experience in mortgage lending - Demonstrated understanding of broker channels, loan programs, guidelines and risk management - Proven ability to build, grow and retain long-term broker partnerships based on trust and consistency - Ability to foster strong relationships with internal and external partners. - Able to articulate complex concepts while tailoring the message to different audiences including clients, member support team, and senior leadership. - Demonstrated effective time management skills and the ability to work independently and in a collaborative team environment. - Ability to identify pipeline risks early and partner with teams to resolve issues while maintaining sound credit standards. - Minimum Education: Bachelor’s Degree preferred - Certification/License: NMLS registration 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 Range: $185,000 - $230,000 (This range reflects reasonable earnings potential which includes base salary and incentive pay) Benefits options include: - Traditional medical, dental, and vision coverage - 401K matching up to 5% per pay period - Paid Time Off: You’ll accrue up to 15 vacation days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually - 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? Click here to learn more! First Tech is not currently offering Visa sponsorship or transfer for this position #FTHP #LI-MG

We’re looking for a Mortgage TPO National Sales Manager to lead a team of Account Managers and drive success in our wholesale mortgage channel. In this role, you’ll oversee daily sales operations, coach and develop your team, and ensure efficient loan pipeline management. You’ll partner with leadership to set goals, monitor performance, and promote a culture of collaboration and continuous improvement. Here's what you can expect from the job and what you need to be successful: Job Duties: - Lead a team of high-performing and engaged employees through effective people leadership practices including regular communication of performance expectations and feedback to employees to maintain high team performance; provide coaching and corrective action as required; actively support employee professional growth and development - Oversee the day-to-day activities of the Account Managers (AM), ensuring consistent execution of sales processes, partner service standards, and pipeline management - Monitor loan pipelines and assist AMs with loan-level scenarios, structuring, and submissions, ensuring files move efficiently through the process - Partner with the VP Mortgage TPO to set sales goals and continually assess the performance of the sales team, making the necessary adjustments to drive sales and meet organizational goals - Coordinate and lead regular sales huddles, one-on-one meetings, and performance reviews to keep the team aligned and motivated - Provide feedback from the field to leadership on competitive intelligence, pricing, and process improvement opportunities - Ensure adherence to compliance, risk, and regulatory standards in all sales activities, escalating issues as needed - Foster a culture of collaboration, accountability, and continuous improvement within the sales team Essential Skills: - Minimum 5 years’ experience in mortgage sales, including sales processes, operations, data analytics, and/or quantitative marketing - Experience leading and coaching employees to increase production and overall performance is preferred - Ability to identify and break down complex business problems and develop recommendations - Ability to foster strong relationships with internal and external stakeholders - Ability to successfully influence at all levels of the organization - Able to articulate complex concepts while tailoring the message to different audiences including clients, member support team, and senior leadership - Strong knowledge of banking regulations including Reg Z, Reg B, and RESPA - Strong knowledge of mortgage options such as Fannie Mae, Freddie Mac, and/or FHA - Working knowledge of Microsoft Office Suite and loan operations software (Encompass preferred) - 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 Range: $100,000 to $115,000 + monthly variable incentive position Target Compensation Range (CA only): $110,000 to $126,500 + monthly variable incentive position Benefits options include: - Traditional medical, dental, and vision coverage - 401K matching up to 5% per pay period - Paid Time Off: You’ll accrue up to 15 vacation days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually - 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? Click here to learn more! First Tech is not currently offering Visa sponsorship or transfer for this position #FTHP #LI-MG1