Correspondent Account Executive

Posted 18 Days Ago
Be an Early Applicant
3 Locations
Remote
92K-156K Annually
Mid level
Fintech • Financial Services
The Role
The Correspondent Account Executive enhances the RuraLiving mortgage program's profitability by developing relationships with lenders, managing accounts, and marketing services effectively.
Summary Generated by Built In

Empowered to live. Inspired to work.
Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

How we support you:

  • Hybrid model – up to 50% work from home
  • Flexible schedules including ample flexibility in the summer months
  • Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
  • Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
  • Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
  • Learning and development programs
  • Mentorship programs
  • Cross-functional committee opportunities (i.e. Diversity & Inclusion Council, emerging professional groups, etc.)
  • Professional membership/certification reimbursement and more!

Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

To learn more about Compeer Financial visit www.compeer.com/careers. 

Where you will work:

This position offers fully remote work from anywhere in the US or a hybrid work option (up to 50% remote) from any of our office locations in Illinois, Minnesota and Wisconsin.

The contributions you will make: 

This position enhances the profitability of the RuraLiving mortgage program on a national basis. The incumbent identifies and develops partner relationships with banks, credit unions and non-depository mortgage lenders.

A typical day: 

  • Coordinates, executes and grows all aspects of the RuraLiving mortgage program to enhance the profitability of the Home Mortgage Services portfolio.
  • Researches, identifies, prospects and develops relationships with prospective brokers, commercial and community bankers and authorizes contracts and agreements.
  • Manages those ongoing relationships and activities.
  • Aggressively markets the RuraLiving mortgage program services, establishing new market relationships which contribute toward attainment of Compeer’s goals and business objectives.
  • Maintains a prospect file, creates ongoing prospecting plans and activities, and commits to individual sales goals for both loans and related services; accomplishments include sales closings, positive client/partner relations, community recognition, and generally contributing to the Compeer’s image as the leading financial institution committed to borrowers.
  • Remains informed of short- and long-term market conditions, lending trends, and other developments within the mortgage lending industry.
  • Actively networks with other industry professionals and is involved in professional organizations.
  • Serves as a resource and primary trainer/educator for program approved banks, credit unions and bankers regarding the RuraLiving mortgage program, processes, and requirements.

The skills and experience we prefer you have: 

  • Bachelor’s degree in business, finance, agriculture or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
  • Expert-level experience in the financial services industry. 
  • Advanced knowledge of mortgage industry processes, regulations, and verbiage.
  • Strong negotiation skills.
  • Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
  • Skill in developing and maintaining interpersonal relationships.
  • Strong computer skills, including Microsoft Office applications, Salesforce, SharePoint and Mortgage Lending Operating Systems (TPO Connect or Encompass).
  • Nationwide Mortgage Licensing System (NMLS) license preferred.


#IND100


How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.


Base Pay

$92,055$156,400 USD

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

Top Skills

Encompass
MS Office
Mortgage Lending Operating Systems
Salesforce
Sharepoint
Tpo Connect
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The Company
HQ: Sun Prairie, WI
853 Employees
On-site Workplace
Year Founded: 2017

What We Do

SmartStream is a recognised leader in financial transaction management solutions that enables firms to improve operational control, reduce costs, build new revenue streams, mitigate risk and comply accurately with regulations.
By helping its customers through their transformative digital strategies, SmartStream provides a range of solutions for the transaction lifecycle with artificial intelligence and machine learning technologies embedded - which can also be deployed in the cloud or as managed services.
As a result, more than 2,000 clients—including 70 of the world’s top 100 banks, rely on SmartStream Transaction Lifecycle Management (TLM®) solutions to deliver greater efficiency to their operations.

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