Account Executive Assistant, TPO

Vaga não está no LinkedIn

🕒 Julho 27

🤠 Texas – Remoto

🤠 Texas – Remote

💵 $25 - $28 / hora

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

🧑‍💼 Executivo de Contas

🚫👨‍🎓 Sem graduação necessária

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CarringtonCrisp

SiteLinkedInTodas as Vagas

1 - 10 funcionários

Fundada em 2003

📣 Marketing

📚 Educação

💼 Consultoria

Marketing • Education • Consulting

A CarringtonCrisp é uma empresa de consultoria que faz parcerias com universidades e escolas de negócios para oferecer insights e soluções imaginativas e orientadas por dados. Eles se concentram em oferecer abordagens únicas para o cenário educacional em constante mudança, utilizando inteligência, insight e criatividade. Conhecida por sua análise objetiva, a CarringtonCrisp ajuda as instituições educacionais a conquistar novas perspectivas e atingir seus objetivos. Seu trabalho é reconhecido por injetar energia e oferecer novos pontos de vista, garantindo que as instituições permaneçam relevantes e eficazes em suas ofertas educacionais.

Descrição

• Support assigned Account Executives(s) and TPO sales management. • Responsible for assisting with tasks related to quality loan processing, reviewing files for adherence to underwriting standards and ensuring completeness of submission. • Provide backup assistance for assigned Account Executive(s) in their absence, including assisting brokers and resolving issues. • Support marketing efforts and work with brokers to facilitate timely loan closings. • Perform all duties in accordance with the company’s policies and procedures, all US state and federal laws and regulations, wherein the company operates. • Perform all data input, data management, and other administrative tasks so that assigned Account Executive(s) can focus on sales activities. • Enter new contacts into the system. • Input loan applications manually. • Schedule zoom sales calls with new brokers and existing clients. • Organize and input loan information received into the Loan Origination System. • Gather loan applications, credit documents, appraisals, etc. • Monitor incoming documents verifying data collected by Account Executives. • Pull or verify credit reports and flood certs as needed. • Send welcome mails to new accounts and loan officers. • Send thank you emails to brokers after closing. • Set up company approved LinkedIn marketing for daily posts. • Review all expiring locks to ensure extensions and review unlocked loans and send reminders to lock to brokers. • Reach out to brokers regarding the month’s closings to push condition submittal and ensure account manager is aware of any updates or discovered items; note findings in conversation log. • Proactively monitor pipeline to ensure timely funding of loans. • Serve as point person on marketing projects, lead management assignments, and other projects intended to increase assigned Account Executive(s) sales, personal branding, and lead generation and conversion goals. • Coordinate in person and online marketing events. • In conjunction with sales management and assigned Account Executive(s), identify methods to expand assigned Account Executive(s) business model. • Ensure the quality and compliance Company policies, procedures, and investor guidelines. • Prepare reports for Account Executive(s) and sales management. • Develop individual relationships with assigned Account Executive(s) to determine any additional assistance that may be needed on a case by case basis. • Complete various tasks and assignments and assist departmental support staff when requested by sales management.

🎯 Requisitos

• Extremely high level of organizational skills and ability to work on several tasks simultaneously. • Proficient in the use of Carrington’s loan origination system and other systems used in the mortgage origination process, or if new to company the ability to learn systems quickly. • Highly proficient in the use of office machines such as computer, copiers, fax machines. • Ability to communicate effectively both verbally and in writing. • Ability to handle detailed assignments and be self-motivated. • Ability to organize and prioritize workload and meet deadlines. • Ability to maintain highly confidential information in accordance with Company’s privacy policy concerning borrower’s confidential information. • High School diploma or equivalent work experience. • Two (2) years’ mortgage industry experience required. • Previous customer service, concierge, or customer experience required. • Previous Retail Loan Processing or Wholesale Account Manager experience preferred. • Experience working in a paperless environment preferred.

🏖️ Benefícios

• Comprehensive healthcare plans for you and your family. • Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed. • Access to several fitness, restaurant, retail (and more!) discounts through our employee portal. • Customized training programs to help you advance your career. • Employee referral bonuses so you’ll get paid to help Carrington and Vylla grow. • Educational Reimbursement. • Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates.