Assists an Account Executive with mortgage sales and broker account management. Meets with clients to understand lending needs, explains mortgage options and approval requirements, supports application completion and document accuracy, monitors lending trends and regulations, and develops relationships with customers, realtors, developers, and builders to promote residential mortgage services.
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
Qualifications, Knowledge, Skills and Abilities:
- High school diploma required
- Excellent communication and interpersonal skills
- Effective business writing, time management and organizational skills
- Strong analytical and problem-solving skills
- Ability to work effectively in a fast-paced environment
- Self-motivated with an ability to work independently and in a team environment
- Strong organizational skills and ability to handle detailed assignments
- Ability to prioritize workload while meeting deadlines
- Ability to communicate in writing and verbally effectively
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.
Change Lending, LLC dba Change Home Mortgage Irvine, California, USA Office
Irvine, CA, United States
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