Account Executive Assistant, TPO

Stelle nicht auf LinkedIn

🕒 vor 5 Tagen

🤠 Texas – Remote

🤠 Texas – Remote

💵 $25 - $28 / Stunde

⏰ Vollzeit

🟢 Junior

🟡 Mittelstufe

🧑‍💼 Vertriebsmitarbeiter

🚫👨‍🎓 Kein Abschluss erforderlich

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CarringtonCrisp

WebsiteLinkedInAlle Stellen

1 - 10 Mitarbeiter

Gegründet 2003

📣 Marketing

📚 Bildung

💼 Beratung

Marketing • Education • Consulting

CarringtonCrisp ist ein Beratungsunternehmen, das mit Universitäten und Business Schools zusammenarbeitet, um kreative und datengestützte Einblicke und Lösungen zu bieten. Sie konzentrieren sich darauf, einzigartige Ansätze für die sich ständig wandelnde Bildungslandschaft anzubieten und nutzen dabei Intelligenz, Einsicht und Kreativität. CarringtonCrisp ist bekannt für ihre objektive Analyse und hilft Bildungseinrichtungen, frische Perspektiven zu gewinnen und ihre Ziele zu erreichen. Ihre Arbeit ist bekannt dafür, Energie zu bringen und neue Sichtweisen einzuführen, um sicherzustellen, dass Institutionen in ihren Bildungsangeboten relevant und effektiv bleiben.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

• 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.