Account Executive Assistant, RI

Job Summary

Supporting assigned Account Executives and TPO sales management, the full-time remote Account Executive Assistant will assist with quality loan processing, file reviews, and marketing efforts while ensuring timely loan closings and compliance with company policies.

Key responsibilities:

• Manage data input and administrative tasks to support sales activities and client interactions
• Monitor loan pipelines and ensure timely funding while providing backup assistance to Account Executives
• Coordinate marketing projects and events to enhance lead generation and conversion efforts

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