Account Executive Assistant, TPO

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🔥 0 minutes ago

⚓ Rhode Island – Remote

⚓ Rhode Island – Remote

💵 $25 - $28 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧑‍💼 Account Executive

🚫👨‍🎓 No degree required

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CarringtonCrisp

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2003

📚 Education

Education • Consulting

CarringtonCrisp is a consultancy company that partners with universities and business schools to provide imaginative and data-driven insights and solutions. They focus on offering unique approaches to the ever-changing educational landscape, utilizing intelligence, insight, and creativity. Known for their objective analysis, CarringtonCrisp helps educational institutions gain fresh perspectives and achieve their objectives. Their work has been recognized for injecting energy and offering new viewpoints, ensuring that institutions remain relevant and effective in their educational offerings.

📋 Description

• 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. • 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. • 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. • Provide backup assistance for assigned Account Executive(s) in their absence, including assisting brokers and resolving issues. • 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.