Account Executive Assistant

Job Summary

Supporting the sales management team, the full-time remote Account Executive Assistant will manage loan processing tasks, assist brokers, and facilitate timely loan closings while ensuring adherence to company policies and compliance standards.

Key responsibilities

• Assist assigned Account Executives with data management, loan application input, and scheduling sales calls
• Monitor loan pipelines and ensure timely funding while providing backup support to Account Executives in their absence
• Coordinate marketing efforts and manage projects aimed at increasing sales and lead generation for Account Executives

Required qualifications

• High School diploma or equivalent work experience
• Two (2) years of mortgage industry experience required
• Previous customer service or concierge experience preferred
• Experience in Retail Loan Processing or as a Wholesale Account Manager preferred
• Proficient in using loan origination systems and office machines