Community Mortgage Relationship Executive

Community Mortgage Relationship Executive

Department: Home Loan Origination

Role Type: Individual Contributor

Why This Role Matters

This role expands access to homeownership by building trusted referral networks that connect more qualified borrowers with Credit Human’s mortgage solutions.

By strengthening partner engagement and generating a sustainable pipeline of quality opportunities, the role supports responsible growth, member impact, and long-term profitability.

What You’ll Do


* Build and activate a diverse network of referral partners that produces a consistent pipeline of qualified mortgage opportunities.


* Grow mortgage referral volume and market share by executing focused business development plans aligned with organizational goals.


* Strengthen partner retention and satisfaction through responsive communication, education, and timely issue resolution.


* Convert prospective referral sources into productive relationships by assessing strategic fit, referral potential, and the right Credit Human channel.


* Expand Credit Human’s visibility and credibility through community engagement, professional networks, educational presentations, and industry events.


* Use market, partner, and performance insights to improve lead quality, products, services, and referral processes.


* Collaborate across Home Loans, operations, portfolio management, and marketing to advance growth objectives while supporting quality, profitability, and risk standards.

Why You’ll Love This Role


* Make a meaningful impact by helping more people connect with responsible pathways to homeownership.


* Own a high-visibility growth opportunity where your relationships and market expertise directly influence results.


* Build a broad professional network across real estate, financial services, local business, and community organizations.


* Serve as a trusted mortgage resource by sharing timely product knowledge, market insight, and practical education.


* Partner with teams across the organization to shape better experiences, stronger processes, and smarter growth strategies.

Experience:

    Required


* 1 year of Sales Experience related to role


* 3+ years of Mortgage Experience

    Preferred


* Marketing and financial analysis experience


* Business Development Experience

Skills & Knowledge:

    Required


* Strong communication skills


* Ability to multi-task with strong organizational skills


* In-depth mortgage loan knowledge


* Ability to work in a team environment


* Ability to work with minimal supervision


* Strong sales aptitude with proven closing skills


* Customer service focus


* Ability to represent the credit union in a professional manner, verbally and in writing


* Comfortable speaking in front of groups and giving presentations

Education:

    Required


* High School Diploma

    Preferred 


* 4-year college ...