Account Executive Assistant, TPO

This is a fully remote position, open to applicants in California.

📋 Description

• Provide support to designated Account Executives and TPO sales management.

• Assist in ensuring quality loan processing by reviewing files for adherence to underwriting standards and completeness of submissions.

• Offer backup assistance to Account Executives, aid brokers, and resolve any issues that arise.

• Facilitate marketing initiatives and ensure timely loan closings.

• Carry out data entry, management, and various administrative tasks.

• Input contact details and manually enter loan applications.

• Schedule Zoom sales meetings with brokers and clients.

• Organize loan data within the Loan Origination System.

• Collect applications, credit documents, appraisals, and other relevant materials.

• Monitor incoming documents and verify the accuracy of collected information.

• Pull or confirm credit reports and flood certificates.

• Dispatch welcome and thank-you emails to clients.

• Set up pre-approved LinkedIn marketing posts.

• Review loans with expiring locks, those that are unlocked, and send reminders to brokers.

• Reach out to brokers concerning monthly closings and condition submissions.

• Track the pipeline to ensure timely funding of loans.

• Lead various marketing projects, lead management tasks, and sales support assignments.

• Coordinate both in-person and virtual marketing events.

• Identify opportunities to enhance Account Executive business models.

• Ensure adherence to company policies, procedures, and investor guidelines.

• Prepare reports for Account Executives and sales management.

• Build relationships with assigned Account Executives to assess additional support needs.

• Complete tasks and assist departmental support staff as requested.

⛳️ Requirements

• Exceptional organizational skills and the ability to manage multiple tasks simultaneously.

• Proficient in Carrington’s loan origination system and other mortgage origination tools, or quick to learn new systems.

• Highly skilled in operating office equipment such as computers, copiers, and fax machines.

• Effective verbal and written communication skills.

• Capability to manage detailed assignments and demonstrate self-motivation.

• Ability to prioritize and organize workload to meet deadlines.

• Maintain confidentiality of borrower information in line with the Company’s privacy policies.

• High School diploma or equivalent work experience is required.

• A minimum of two years of experience in the mortgage industry is necessary.

• Prior experience in customer service, concierge, or customer experience roles is required.

• Preferred experience in Retail Loan Processing or as a Wholesale Account Manager.

• Experience in a paperless environment is preferred.

🏝️ Benefits

• Monthly incentive plan.

• Base salary plus an industry-leading commission structure.

• Comprehensive healthcare plans available for you and your family.

• Discretionary 401(k) match of 50% on the first 4% of contributions.

• Discounts on fitness, dining, retail, and more through the employee portal.

• Tailored training programs.

• Bonuses for employee referrals.

• Educational reimbursement opportunities.

• Access to a territory covering 48 states.

• Opportunity to take over existing accounts.