Account Executive Assistant
Job Summary
Supporting assigned Account Executives and TPO sales management, the full-time remote Account Executive Assistant will manage loan processing tasks, assist with quality reviews, and facilitate timely loan closings while providing backup assistance as needed.
Key responsibilities
- Perform data input and management tasks to enable Account Executives to focus on sales activities
- Monitor and verify incoming documents, ensuring compliance with underwriting standards
- Coordinate marketing efforts and assist brokers to facilitate timely loan closings
Required qualifications
- High School diploma or equivalent work experience
- Two (2) years of mortgage industry experience required
- Previous customer service or concierge experience required
- Proficiency in loan origination systems or ability to learn quickly
- Experience in a paperless environment preferred
Complete Job Description
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