Client Engagement Associate – Mortgage Outbound Sales

Fannie MaePlano, TX
$69,000 - $91,000Onsite

About The Position

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. 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.

Requirements

  • 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.

Nice To Haves

  • 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.

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.

Benefits

  • Health
  • Life
  • Voluntary Lifestyle
  • other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being
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