Client Engagement Associate – Mortgage Outbound Sales

Fannie Mae • Plano, TX

9d • $69,000 - $91,000 • Onsite

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. 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.

Requirements

• 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.

Nice To Haves

• Bachelor's degree or equivalent
• SF Market Engagement - Client Engagement and Sales - Senior Associate

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

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level