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Account Executive Correspondent in Addison, TX at CU Members Mortgage

Date Posted: 10/2/2018

Job Snapshot

Job Description

Company:  CU Members Mortgage

Job Title: Account Executive Correspondent 

City: Addison State: Texas        


Account Executive Correspondent


Job Description

As an Account Executive Correspondent with CU Members Mortgage, you will conduct training for new and existing Correspondent Lending business channel Credit Unions, as well as maintain resources and communication channels to support Credit Unions in efficiently funding correspondent loans with CU Members Mortgage.

Requirements include:

  • Conduct training for new and existing Correspondent Lending Credit Unions
  • Communicate management expectations with credit union mortgage staff regarding time frame and file requirements
  • Manage credit unions through completion of lending process, including supervising, instructing, training and ongoing communication with credit union mortgage staff
  • Assist credit union lending staff to problem solve and troubleshoot files that are not moving through the system as expected
  • Assist Executive Sales Consultants with regularly scheduled regional conference calls with their assigned credit unions
  • Assist credit union mortgage staff with internet and technology resources
  • Be involved with credit union mortgage staff where needed in the pre-closing, closing, and funding stage
  • Manage annual re-certification of Credit Unions
  • Update rates in the system on a daily basis
  • Maintain the Lock Desk and help Credit Unions with rate questions
  • Reaffirm expectations with Credit Union Mortgage Staff regarding time frame and file requirements that were set by the Regional Sales Manager
  • Other duties as assigned


Job Requirements

  • 5+ years of mortgage banking experience including sales and business development
  • Credit Union experience is highly preferred
  • 5+ years of experience with and thorough knowledge of secondary market guidelines
  • Knowledge of mortgage b2b systems, FNMA DU, FHLMC Prospector, etc.
  • Excellent verbal and written communication skills
  • Ability to train credit union employees
  • Proficient computer skills (Word, Excel, PowerPoint, Outlook, Explorer)
  • Advanced interpersonal and relationship management skills
  • Advanced organization and time management skills
  • Ability to maintain high levels of performance, motivation and personal integrity aligned with corporate values
  • Ability to travel up to 40%
  • Successful NMLS registration is required  




This position offers a full range of benefits including Health, Dental, and 401k.

Equal Opportunity Employer



Colonial is a national provider of banking, home loans and insurance. Founded in 1952, the company has $1 Billion in assets and is privately held by choice to ensure our focus remains on our customers and not the expectations of Wall Street. Colonial is rated “Five Stars – Highly Recommended” as one of the strongest financial institutions in the country by Bauer Financial, a leading analyst, and has earned Fannie Mae’s Four STAR award for customer service and foreclosure prevention, as well as the highest achieving STAR Performer for best practices in General Servicing, Collections/Loss Mitigation and Neighborhood Stabilization in 2014.


Member FDIC | Equal Housing Lender | NMLS ID 401285