Account Executive Assistant

About the Role

The Account Executive Assistant Title is responsible for assisting their assigned Account Executive with the sales and management of their broker accounts.

Essential Job Duties/Responsibilities

• Commitment to and behavior modeling of the Company’s Core Values
• Observable display of a sense of urgency in the execution of duties
• Mets with and interviews potential and current clients to understand their lending needs including first-time mortgages and refinance of existing loans
• Demonstrates knowledge and communicates effectively regarding mortgage options
• Explains the differences between and approval requirements of various types of mortgages
• Aids clients with completion of mortgage applications, inspecting completed documents for accuracy and thoroughness
• Maintains knowledge of trends and developments in the local real estate market; current and predicted lending rates; and changes in rules, regulations, and best practices of various mortgages
• Develops and maintains contacts with customers, local realtors, developers, and builders to promote and encourage the use of bank services for residential mortgages
• Other duties as assigned

Qualifications, Knowledge, Skills and Abilities

• High school diploma required
• Excellent communication and interpersonal skills
• Effective business writing, time management and organizational skills
• Strong analytical and problem-solving skills
• Ability to work effectively in a fast-paced environment
• Self-motivated with an ability to work independently and in a team environment
• Strong organizational skills and ability to handle detailed assignments
• Ability to prioritize workload while meeting deadlines
• Ability to communicate in writing and verbally effectively
• Bilingual English/Spanish candidates preferred