Account Executive Assistant, RI

Job Summary

Supporting assigned Account Executives and TPO sales management, the full-time remote Account Executive Assistant will manage loan processing tasks, assist brokers, and facilitate marketing efforts to ensure timely loan closings.

Key responsibilities

• Perform data management and administrative tasks to support sales activities, including scheduling calls and organizing loan information
• Monitor loan pipelines and ensure compliance with company policies and investor guidelines
• Assist in marketing projects and coordinate events to enhance sales and lead generation efforts

Required qualifications

• High School diploma or equivalent work experience
• Two years of mortgage industry experience required
• Previous customer service or concierge experience preferred
• Proficient in loan origination systems or ability to learn quickly
• Experience working in a paperless environment preferred