Account Executive Assistant

About The Role

The Account Executive Assistant Title is responsible for assisting their assigned Account Executive with the sales and management of their broker accounts.

Essential Job Duties/Responsibilities:

The following job functions are not all-inclusive. The employee will be required to perform other job-related tasks/responsibilities as requested. Job duties may change as required by needs of the company.

• Commitment to and behavior modeling of the Company’s Core Values
• Observable display of a sense of urgency in the execution of duties
• Meets with and interviews potential and current clients to understand their lending needs including first-time mortgages and refinance of existing loans.
• Demonstrates knowledge and communicates effectively regarding mortgage options.
• Explains the differences between and approval requirements of various types of mortgages
• Assists clients with completion of mortgage applications, inspecting completed documents for accuracy and thoroughness.
• Maintains knowledge of trends and developments in the local real estate market; current and predicted lending rates; and changes in rules, regulations, and best practices of various mortgages.
• Develops and maintains contacts with customers, local realtors, developers, and builders to promote and encourage the use of bank services for residential mortgages.
• Other duties as assigned