Community Mortgage Relationship Executive

Posted 2 Days Ago
Be an Early Applicant
San Antonio, TX, USA
In-Office
84K-91K Annually
Mid level
Financial Services
The Role
Build and manage referral-partner networks to generate qualified mortgage opportunities and grow market share. Develop business plans, convert prospects into productive relationships, educate partners and communities, resolve issues, and use market and performance insights to improve referral quality and processes. Collaborate with home lending, operations, portfolio management, and marketing teams while maintaining quality, profitability, and risk standards.
Summary Generated by Built In

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 degree

Licenses & Certifications:

    Required

  • Registration as Mortgage Loan Originator (MLO) the National Mortgage Licensing System and Registry

    Preferred

  • NMLS registered

Schedule: Monday-Friday, 8:30 am-5:30 pm

Compensation Details:

Paygrade: 2CA

The expected pay range for this position is $83,547 – $91,353 annually. 

Credit Human is committed to equitable and transparent compensation practices. Final compensation is determined based on a variety of factors, including experience, skills, qualifications, internal equity, and geographic work location.

This role may also be eligible for:

  • Bonus opportunity up to 7%

Employees are eligible for a comprehensive benefits package, including:

  • Medical, dental, and vision insurance
  • Pension
  • Paid time off and company holidays
  • Tuition reimbursement

To get to know Credit Human and learn more about our benefits, visit our careers page at www.credithuman.com/careers.

Job Location: This position is onsite based in San Antonio, TX.

Credit Human conducts employment background checks that may be used for decisions related to employment. Standard checks include NCUA Administrative and Prohibited Orders, ChexSystems, employment verification (within the past seven years when applicable), criminal history (convictions and outstanding warrants within the past seven years), education verification (GED, high school, and/or degree when applicable), and social media checks on publicly available information. Additional checks may include motor vehicle records, credit checks, license/certification verification, or fingerprinting depending on the role.

Applicants must be currently authorized to work in the United States on a full-time basis.

Credit Human is committed to equitable and transparent pay practices. The compensation range listed above represents a good-faith estimate of what we expect to pay for this position at the time of posting. Final compensation will be determined based on experience, qualifications, internal equity, and business needs.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • At least 1 year of sales experience related to the role
  • At least 3 years of mortgage experience
  • Strong communication skills
  • Strong multitasking and 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
  • Professional verbal and written representation of the credit union
  • Comfort speaking in front of groups and giving presentations
  • High school diploma
  • Registration as a Mortgage Loan Originator in the National Mortgage Licensing System and Registry
  • Marketing experience
  • Financial analysis experience
  • Business development experience
  • Four-year college degree
  • NMLS registration
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: San Antonio, TX
611 Employees
Year Founded: 1935

What We Do

Chartered in 1935, Credit Human is a $2.9 billion federal credit union serving over 235,000 members across the United States. Headquartered in San Antonio, we are a not-for-profit, member-owned financial cooperative. Being member-owned means everything we do is in the best interest of our members, not shareholders. We’re committed to helping members create and maintain financial slack so they can stress less and live more. With Credit Human, you get more than a job. You gain a career with competitive compensation, comprehensive benefits, and a clear sense of community and purpose. We are looking for employees who want to make a difference in members’ lives and help build stronger communities free of financial stress.

Similar Jobs

Hybrid
2 Locations
289097 Employees

GoodRx Logo GoodRx

Counsel

Consumer Web • Coupons • Healthtech • Social Impact • Pharmaceutical
Remote or Hybrid
USA
800 Employees
142K-305K Annually

Applied Systems Logo Applied Systems

Data Engineer

Artificial Intelligence • Cloud • Payments • Software • Business Intelligence • Generative AI • Automation
Remote or Hybrid
United States
3116 Employees
160K-260K Annually

Coursera + Udemy  Logo Coursera + Udemy

Category Manager

Artificial Intelligence • Consumer Web • Edtech • Enterprise Web • HR Tech • Social Impact • Generative AI
Remote or Hybrid
United States
1500 Employees
137K-174K Annually

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
85 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account