Junior Account Executive

About the role

This role is designed to be a trainee position for an Inside Account Executive role. The Junior AE role will require that the Account Manager duties have been satisfactorily performed. In addition to the Account Manger responsibilities, AE training will also be implemented during the Junior AE’s tenure with eventual succession into the Inside Account Executive role (upon management discretion).

Responsibilities

• Identifying and understanding the Client’s issue and needs in order to quickly escalate them over to the appropriate team to finalize the solution for the Client.
• Answering all inbound phone calls, e-mails, and chats that come into the Wholesale Sales Support team with a great attitude every time, ensuring our clients are left with a timely and memorable experience.
• Responsible for identifying and escalating each Client issue within the prescribed timeframe from when you receive it.
• Clarifying the Client’s issue and tracking appropriately within our in-house systems.
• Simplifying Client issues and providing 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
• Know when to escalate an issue and to the appropriate team, strong skills in judgment calls
• Proficient with the entire Microsoft Suite and LOS experience preferred

Benefits

• Competitive salary
• 401k matching with full vesting after 3 years
• Full medical, dental, vision

Pay

Competitive salary.

Schedule

N/A

Skills

Not specified

Qualifications

Not specified

Company Information

Newfi Lending is an Equal Opportunity Employer. We respect and aim to empower individuals and support the diverse cultures, perspectives, skills and experiences within our workforce.

Explore more about us: www.newfi.com or www.newfiwholesale.com