Account Executive Assistant, TPO

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

📋 Description

• Assist designated Account Executives and TPO sales management.

• Responsible for aiding in quality loan processing tasks, reviewing files for compliance with underwriting standards, and ensuring submission completeness.

• Provide backup support for assigned Account Executives during their absence, including assisting brokers and resolving issues.

• Contribute to marketing initiatives and collaborate with brokers to enable timely loan closings.

• Execute all responsibilities in alignment with the company’s policies and procedures, as well as all applicable US state and federal laws and regulations.

• Handle all data input, data management, and other administrative duties to allow assigned Account Executives to concentrate on sales activities.

• Monitor incoming documents to verify data collected by Account Executives.

• Retrieve or confirm credit reports and flood certifications as needed.

• Act as the primary contact for marketing projects, lead management tasks, and other initiatives aimed at enhancing assigned Account Executives’ sales, personal branding, and lead generation and conversion objectives.

⛳️ Requirements

• Exceptional organizational skills with the capability to manage multiple tasks concurrently.

• Proficient in the use of Carrington’s loan origination system and other mortgage origination process systems, or the capacity to quickly learn new systems if new to the company.

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

• Effective verbal and written communication skills.

• Ability to manage detailed tasks and demonstrate self-motivation.

• Skill in organizing and prioritizing workload to meet deadlines.

• Ability to maintain confidentiality in accordance with the Company’s privacy policy regarding borrower information.

• High School diploma or equivalent work experience.

• Minimum of two (2) years of experience in the mortgage industry is required.

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

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

• Preferred experience in a paperless work environment.

🏝️ Benefits

• Comprehensive healthcare plans available for you and your family.

• A discretionary 401(k) match of 50% on the first 4% of your contributions.

• Access to a variety of discounts on fitness, dining, retail, and more through our employee portal.

• Tailored training programs designed to support your career advancement.

• Employee referral bonuses to reward you for helping Carrington and Vylla expand.

• Educational reimbursement opportunities.

• The Carrington Charitable Foundation actively contributes to community causes that align with the interests of Carrington Associates.