Associate Account Executive

About the role

This role is designed to be a trainee position for an Account Executive role. The Associate AE role will require that the Account Manager I duties have been satisfactorily performed. The main responsibility of an Associate AE is to support existing Senior AE’s already in market. This person will actively call on existing Approved Accounts to help develop new business in addition to calling on Prospects assigned to Sr AEs in market to get those accounts approved.

Responsibilities

• Support existing Senior AE’s already in market by actively calling on existing Approved Accounts to help develop new business.
• Call on Prospects assigned to Sr AEs in market to get those accounts approved.
• Identify and understand the Client’s issue and needs in order to quickly escalate them over to the appropriate team to finalize the solution for the Client.
• Answer all inbound phone calls, emails, and chats with a great attitude every time, ensuring our clients are left with a timely and memorable experience.
• Identify and escalate each Client issue within the prescribed timeframe from when you receive it.
• Clarify the Client’s issue and track appropriately within our in-house systems.
• Simplify Client issues and provide feedback to the appropriate team leaders affected by the issue at hand, in order to improve our client service and processes.

Requirements

• 2 years’ Mortgage Customer Service experience or service industry experience.
• Successful track record with Customer Service.
• Strong ability to remain calm and positive in stressful situations.
• Resourceful when problem-solving and able to think outside of the box while following the process in place.
• Able to multi-task, prioritize, and quickly solve any problems that arise.
• Strong skills in judgment calls.
• Able to simplify and include all details to provide appropriate feedback.
• Proficient with the entire Microsoft Suite and LOS experience preferred.

Benefits

• Competitive compensation package.
• 401k matching, fully vested after 3 years of employment.
• Full medical, dental and vision coverage.
• Access to leadership and career growth opportunities.

Pay

TBD

Schedule

TBD

Qualifications

Not specified

Skills

Not specified

Benefits

• Medical
• Dental
• Vision
• 401k matching
• Leadership and career growth opportunities