Client Engagement Associate – Mortgage Outbound Sales

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Plano, TX, USA
In-Office
Financial Services
The Role

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.

This role is located in Plano and requires 4-5 days in the office each week.

THE EXPERIENCE YOU BRING TO THE TEAM 

Minimum Required Experiences

  • 2 years of experience in an outbound or inbound call center, client engagement or related roles supporting mortgage.

  • 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.

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

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

Desired Skills:

  • Bachelor's degree or equivalent

SF Market Engagement - Client Engagement and Sales - Senior Associate

Target Salary: $69,000-$91,000

Qualifications

Account Management, Business Acumen, Client Relationship Management, Customer Service, Identifying Sales Opportunities, Lead Generation, Relationship Management, Sales, Sales Follow Up

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

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.

  • Fair & Transparent Compensation Pay is often characterized as above-market and generally fair relative to comparable large employers. Bonus structures and role-level total compensation can be perceived as generous in certain technical and analytical positions.
  • Retirement Support Retirement support stands out through a 401(k) design that includes an automatic employer contribution plus additional matching, reaching a high overall employer contribution. This feature is repeatedly positioned as a differentiator that materially boosts total rewards beyond base pay.
  • Parental & Family Support Family-related support appears broad, including paid parental leave and paid leave to care for a seriously ill family member. Additional programs such as family sick leave and adoption/surrogacy reimbursement reinforce the sense of comprehensive family coverage.

Fannie Mae Insights

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The Company
Herndon, VA
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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