Account Executive Assistant

About The Role

TheAccount Executive Assistant Titleis responsible forassisting their assigned Account Executive with the sales and management of their broker accounts.

Essential JobDuties/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 thecompany.

• Commitment to and behavior modeling of the Company’s CoreValues
• Observable display of a sense of urgency in the execution ofduties
• 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 mortgageoptions.
• Explains the differences between and approval requirements of various types ofmortgages
• 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

Qualifications

Qualifications, Knowledge, Skills andAbilities:

• High school diplomarequired
• Excellent communication and interpersonalskills
• Effective business writing, time management and organizationalskills
• Strong analytical and problem-solvingskills
• Ability to work effectively in a fast-pacedenvironment
• Self-motivated with an ability to work independently and in a teamenvironment
• Strong organizational skills and ability to handle detailed assignments
• Ability to prioritize workload while meetingdeadlines

• Ability to communicate in writing and verballyeffectively

Note

This job description is meant to describe the general nature and level of work being performed; it is not intended to be an exhaustive list of all responsibilities, duties, and skills required for the position. While this is intended to be an accurate reflection of the current job, the Company reserves the right to revise the job or to require that other or different tasks, duties, and responsibilities be performed as assigned, or to otherwise change this job description at any time with or without notice.