Mortgage Loan Officer​/Account Executive

Overview

We’re proud to be named one of USA TODAY’s Top Workplaces, and we’ve earned the Best and Brightest Companies to Work For award for 8 years straight. Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.

At Advancial, we don’t just work hard – we play hard, too. We’re a team that thrives on passion and collaboration, where every day feels like a chance to make a difference. Our culture is built on positivity, creativity, and the belief that work should be fulfilling, not just a “day job.”

Advancial Credit Union is seeking an experienced and motivated Mortgage Loan Officer / National Wholesale Account Executive to drive mortgage production through both retail and wholesale channels. This role combines relationship management, consultative sales, and loan origination expertise to deliver exceptional service to members, brokers, and industry partners.

• Drive mortgage production through both retail and wholesale channels, leveraging relationship management, consultative sales, and loan origination expertise.
• Provide exceptional service to members, brokers, and industry partners while maintaining compliance with applicable regulations.
• Manage multiple loan files and relationships concurrently in a fast-paced environment.
• Collaborate with internal teams to ensure smooth loan processing, underwriting, and closing.
• Act as a subject matter expert on mortgage products, processes, and industry guidelines.
• Hybrid, commission-based position with local requirements in the DFW metroplex.

• Minimum of two (2) years of experience in mortgage loan origination or wholesale/account executive sales.
• Bachelor’s degree in Business, Finance, or a related field, or equivalent combination of education and experience.
• Eligible for employment with an NCUA-insured institution and able to register with the Nationwide Mortgage Licensing System and Registry (NMLS) as a Mortgage Loan Originator.
• Strong knowledge of RESPA-TILA regulations, mortgage products, and loan origination processes.
• Proficiency with mortgage LOS software and CRM/lead management systems.
• Excellent negotiation, communication, and interpersonal skills.
• Highly organized, detail-oriented, and capable of managing multiple loan files and relationships simultaneously.
• Demonstrated ability to provide superior member and partner service in a fast-paced environment.

• Take Time for Life: 11 company holidays, 3 weeks of vacation to start, plus free stays at vacation homes (Destin, FL and Breckenridge, CO) for you and your loved ones.
• Retire with Confidence:
  We contribute 8% to your 401k.
• Pets Are Family Too:
  Affordable pet insurance coverage.
• Invest in Your Future: 80% of tuition costs covered after one year.
• Life Happens:
  Advancial Life Rewards program reimburses up to $1,000 per year for unexpected expenses.

Ready to Join a Winning Team? Advancial isn’t just about business – it’s about building careers, communities, and futures. If you want to work somewhere that supports your growth, values your time, and recognizes your impact, you’ve found the right place.