Client Engagement Associate – Mortgage Outbound Sales

Fannie Mae
Plano
Workplace: HybridFull time69,000 - 91,000Function: Banking, Lending & CreditExperience: 2+ yearsEducation: bachelorsSkills: ["Consultative selling","Lead generation","Prospecting","Communication","Relationship-building","Customer-focused selling","CRM documentation","Adaptability","Metrics-driven execution","Fast-paced learning"]

Promote and sell Fannie Mae mortgage-related products and services by running targeted outbound call campaigns to existing clients. Conduct high-volume outreach to lenders, servicers, and housing partners, communicate product value, and create opportunities for internal follow-up. Track interactions and outcomes in CRM systems, maintain accurate documentation, and meet monthly performance targets and engagement KPIs in a metrics-driven environment.

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FursaFursa
Fannie Mae
Fannie Mae
6 days ago

Client Engagement Associate – Mortgage Outbound Sales

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 days agoStatus: Live

Job Summary

Promote and sell Fannie Mae mortgage-related products and services by running targeted outbound call campaigns to existing clients. Conduct high-volume outreach to lenders, servicers, and housing partners, communicate product value, and create opportunities for internal follow-up. Track interactions and outcomes in CRM systems, maintain accurate documentation, and meet monthly performance targets and engagement KPIs in a metrics-driven environment.
Location: Plano
Workplace: Hybrid
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Execute targeted outbound call campaigns to promote and drive adoption of Fannie Mae 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.

Pay and Benefits

Salary: 69,000 - 91,000
Perks:Health InsuranceLife Insurance

Key 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.
  • •Proficiency in CRM platforms (e.g., Salesforce, HubSpot, Pipedrive) and Microsoft Office tools.
Experience:2+ yearsMortgageLendersServicersHousing finance
Education:Bachelor's
Skills:Consultative sellingLead generationProspectingCommunicationRelationship-buildingCustomer-focused sellingCRM documentationAdaptabilityMetrics-driven executionFast-paced learning
Tech Stack:SalesforceHubSpotPipedriveMicrosoft OfficeCRMArtificial intelligenceAICRM systems

Company Brief

Fannie Mae
Fannie Mae is a government-sponsored enterprise that provides liquidity, stability, and affordability to the U.S. mortgage market by guaranteeing and purchasing residential mortgage loans and mortgage-backed securities.
Industry: Lending
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Government & Public Sector
Valuation: Public Company (Market Cap in USD)
Funding: Government Funded
Headquarters: Washington, United States
Founded: 1938
WebsiteLinkedIn