Wholesale Partner Support Specialist II
First Tech Federal Credit UnionHillsboro, Oregon, United States
Posted October 28, 2025
50000 - 59000 USD year
Full Time
About the Company
First Tech Federal Credit Union is dedicated to serving its members rather than seeking profit. Offering a range of financial services including credit unions, insurance, deposits, employment assistance, community service, and fintech solutions, the company focuses on helping individuals achieve their financial goals at every life stage. Distinctive in its commitment to investment in its members, First Tech serves over 540,000 members across various prominent companies.
Job Description
The Wholesale Partner Support Specialist II provides advanced support to Account Managers by ensuring the accurate and complete submission of loan files and related documentation to Mortgage Operations, helping to optimize efficiency and file flow throughout the loan process.
Requirements
- Act as a contact for clients during the entire loan process
- Work directly with clients to explain loan programs and negotiate mortgage loan terms
- Partner with Mortgage Operations to assure timely responses and communications to and from the member and broker
- Maintain up-to-date product and procedure knowledge and consult with clients to ensure real estate products meet individual client needs
- Build and maintain relationships with internal business partners (i.e. assigned branch staff, underwriters, etc.) for the purpose of strengthening interdepartmental relationships and attracting new clients
- Maintain compliance within federal, state and credit union rules and regulations
- Assist clients with any systems issues, underwriting questions and pricing questions
- Monitor volume pipeline to ensure monthly goals are achieved
Benefits
- Traditional medical, dental, and vision coverage
- 401K matching up to 5% per pay period
- Paid Time Off
- Paid federal holidays
- Special employee pricing on lending products