Client Engagement Associate – Mortgage Outbound Sales

Posted 2 Days Ago
Be an Early Applicant
Plano, TX, USA
In-Office
69K-91K Annually
Junior
Financial Services
The Role
Promote and sell mortgage-related products, technology solutions, and services through targeted outbound campaigns. Conduct high-volume calls to lenders, servicers, and housing partners; engage prospects, communicate product value, generate leads, and drive adoption. Document interactions in CRM systems while meeting call-volume, conversion, and engagement targets in a fast-paced, metrics-driven environment.
Summary Generated by Built In

Playing an essential role in the U.S. economy, Fannie Mae is foundational to housing finance. Here, your expertise can help fuel purpose-driven innovation that expands access to homeownership and affordable rental housing across the country. Join Fannie Mae to grow your career and help people find a place to call home.

Job Description

As a valued colleague on our team, you will play a pivotal role in promoting and selling Fannie Mae mortgage-related products and services. In this role, you will execute targeted outbound call campaigns to existing Fannie Mae clients to promote, position, and drive adoption of our mortgage-related products, technology solutions, and services.

THE IMPACT YOU WILL MAKE

The Client Engagement Associate – Mortgage Outbound Sales role will offer you the flexibility to make each day your own while working alongside people who care so that you can deliver on the following responsibilities:

  • Execute targeted outbound call campaigns to promote and drive adoption of Fannie Mae's mortgage-related products and services.

  • Conduct high-volume outbound calls to existing clients, including lenders, servicers, and housing partners.

  • Proactively engage lender prospects to communicate product value and create opportunities for internal follow-up and execution.

  • Maintain accurate documentation of interactions and outcomes within CRM systems.

  • Meet or exceed monthly performance targets, including call volume, conversion rate, and engagement KPIs.

THE EXPERIENCE YOU BRING TO THE TEAM 

Minimum Required Experience:

  • 2+ years of experience in client engagement, sales, business development, or related roles supporting mortgage

  • Demonstrated success in consultative selling, lead generation, prospecting, and driving product or service adoption.

  • Strong communication, relationship-building, and interpersonal skills.

  • Ability to quickly learn complex products and effectively articulate customer value.

  • Comfortable working in a fast-paced, metrics-driven environment.

  • Proficient in CRM platforms (e.g., Salesforce, HubSpot, Pipedrive) and Microsoft Office tools.

  • Shows curiosity and adaptability in learning and responsibly applying new technologies, including artificial intelligence, to improve business outcomes.

Desired Experience:

  • Bachelor's degree or equivalent combination of education and relevant experience.

  • Mortgage industry experience supporting lenders, servicers, mortgage technology solutions, or secondary market activities.

  • Knowledge of the mortgage ecosystem and housing finance industry.

SFME - Client Engagement and Sales - Senior Associate

Qualifications

Education:

The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers.

For most roles, employees are expected to work onsite on a regular basis at their designated office location. In-office work cadence is determined by your manager. Proximity within a reasonable commute to your designated office location is preferred unless the job is noted as open to remote.


Fannie Mae is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity/gender expression, marital or parental status, or any other protected factor. Fannie Mae is committed to providing reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment, unless to do so would cause undue hardship to the company. If you need assistance using our online system and/or you need a reasonable accommodation related to the hiring/application process, please complete this form.

The hiring range for this role is set forth below. Final salaries will generally vary within that range based on factors that include but are not limited to, skill set, depth of experience, certifications, and other relevant qualifications. This position is eligible to participate in a Fannie Mae incentive program (subject to the terms of the program). As part of our comprehensive benefits package, Fannie Mae offers a broad range of Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being. See more here.

Requisition compensation:

69000

to

91000

Skills Required

  • 2 years of experience in an outbound or inbound call center, client engagement, or related mortgage-support role
  • Strong understanding of the mortgage ecosystem, including lenders, servicers, and secondary market operations
  • Demonstrated success in consultative selling, lead generation, and driving product adoption
  • Excellent communication, interpersonal, and persuasion skills
  • Ability to work in a fast-paced, metrics-driven environment
  • Proficiency in CRM platforms such as Salesforce, Pipedrive, or HubSpot
  • Proficiency in Microsoft Office tools
  • Curiosity and adaptability in learning and responsibly applying new technologies, including artificial intelligence
  • Bachelor's degree or equivalent experience

Fannie Mae Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fannie Mae and has not been reviewed or approved by Fannie Mae.

  • Retirement Support Employer 401(k) contributions are highlighted as a standout, alongside programs like student‑loan repayment and financial‑wellness resources. These offerings signal strong long‑term savings support.
  • Parental & Family Support Generous paid parental leave, adoption and surrogacy assistance, and backup caregiving options are part of the package. These benefits demonstrate robust support for growing families and caregivers.
  • Leave & Time Off Breadth Generous PTO, sick leave, paid holidays, and paid volunteer time are emphasized. This breadth supports work‑life balance and schedule flexibility.

Fannie Mae Insights

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The Company
HQ: Washington, DC
10,886 Employees
Year Founded: 1938

What We Do

Fannie Mae serves the people who house America. We are a leading source of financing for mortgage lenders, providing access to affordable mortgage financing in all markets at all times. Our financing makes sustainable homeownership and workforce rental housing a reality for millions of Americans. We also help make possible the popular 30-year, fixed-rate mortgage, which provides homeowners with stable, predictable mortgage payments over the life of the loan. Our tools and resources help homebuyers, homeowners, and renters understand their housing options. We put our customers and partners at the center of everything we do. We apply our experience and expertise to deliver innovative solutions to help our customers succeed. At Fannie Mae, our people pour their hearts into everything they do. Because we know it makes a real difference in others’ lives. We are committed to moving forward with our partners to build a stronger, safer, more efficient housing finance system. Join us to help shape the future of housing: http://fanniemae.com/careers.

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