Executive – Mortgage

SERVION

. Market and sell Servion financial products and services to credit unions and other clients .

Posted 9/18/2026full-timeRemote • New Jersey • United StatesJuniorMid-Level💰 $4,154 per weekWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in mortgage sales and client relationship management, with a strong focus on developing new accounts and expanding existing relationships within credit unions and community banks. Proficient in market analysis, communication, and presentation skills to effectively promote financial products and services.

Highest-signal resume keywords

Mortgage Sales ExperienceClient Relationship ManagementMarket AnalysisCommunication SkillsPresentation Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Mortgage KnowledgeSales ReportingData AnalysisLead GenerationMarket Research

Soft Skills

Relationship BuildingProblem SolvingEffective Communication

Industry Keywords

Credit UnionsFHA MortgagesVA MortgagesConventional MortgagesIndustry Trends

About the role

Key responsibilities & impact

Market and sell Servion financial products and services to credit unions and other clients
Prospect and develop new accounts
Develop new and expand existing credit union and community bank relationships and territories
Generate VA, FHA, conventional, and additional mortgages through prospecting
Build relationships with key decision-makers and act as liaison and point of contact for partners
Resolve inquiries, information requests, and complaints related to loan products and services
Present Servion products and services to customers
Respond to client needs and follow through on written and verbal requests
Initiate or assist with external marketing efforts and directed marketing campaigns
Identify revenue opportunities and contact credit unions
Gather data, determine trends, and develop new sales ideas
Communicate market conditions and strategies to the National Sales Manager
Monitor and evaluate competitors’ activities and products
Maintain monthly expense reports, sales contacts, pipeline, and sales activity reports
Follow up with credit unions and community banks throughout the sales cycle
Perform related duties as required

Requirements

What you’ll need

Minimum High School Diploma or Four-year College Degree in business or a related field preferred
An equivalent combination of education and experience may be a substitute
Minimum of two years of mortgage-related experience required
Two years of mortgage sales experience strongly preferred
Thorough knowledge of all Servion Business Units with a focus on Mortgage, Realty and Title
Up-to-date knowledge of industry trends and government regulations
Excellent reporting, letter preparation, group presentation and related communication skills
Ability to establish and maintain effective working relationships with executives, managers, employees, and vendors
Ability to perform research to determine credit union needs and communicate results
Ability to conduct seminars, presentations, and meetings
Current knowledge of accounting, compliance, policies, procedures, guidelines, and standards
Ability to develop quality mortgage leads and establish client relationships
Willingness to stay current on company offerings and industry trends
No licenses or certifications required

Benefits

Comp & perks

Medical Insurance
Telehealth Services
Dental Insurance
Vision Insurance
Life Insurance
Short-term Disability
Long-term Disability
Legal and Identity Theft Protection
Critical Illness Insurance
Hospital Insurance
Accident Insurance
Participation in 401k Plan with up to 5% company match
Variable Bonus Pay
Commission
$4,153.84 biweekly forgivable draw