Account Executive Assistant, TPO
WFA Digital Insight
The demand for skilled professionals in the mortgage industry has surged, with a 25% increase in remote job openings in the past year. As companies adapt to the new normal, the need for experienced account executive assistants has grown. Carrington, a leading player in the wholesale lending sector, is seeking a talented individual to support their team. With a strong focus on digital skills and remote work, this role offers a unique opportunity for those looking to advance their careers in a rapidly evolving industry. Candidates should be prepared to leverage their organizational skills, attention to detail, and ability to work independently to succeed in this position.
Job Description
About the Role
The Account Executive Assistant, TPO role at Carrington is a dynamic opportunity for a highly organized and skilled professional to join a leading team in the mortgage industry. As a key support role, you will be responsible for assisting assigned Account Executives and sales management with various tasks related to loan processing, sales, and marketing. Your primary focus will be on ensuring the smooth operation of the loan origination process, from data input to loan closing.The successful candidate will be an integral part of the team, working closely with Account Executives, sales management, and brokers to facilitate timely loan closings and provide exceptional customer service. You will be expected to work independently, prioritizing tasks and managing your workload to meet deadlines and achieve goals.
What You Will Do
- Enter new contacts into the system and input loan applications manually
- Schedule Zoom sales calls with new brokers and existing clients
- Organize and input loan information into the Loan Origination System
- Gather loan applications, credit documents, appraisals, and other relevant documents
- Monitor incoming documents and verify data collected by Account Executives
- Pull or verify credit reports and flood certificates as needed
- Send welcome emails to new accounts and loan officers
- Send thank-you emails to brokers after loan closing
- Set up company-approved LinkedIn marketing for daily posts
- Review expiring locks and unlocked loans, sending reminders to brokers as necessary
What We Are Looking For
- High school diploma or equivalent work experience
- Two years of mortgage industry experience required
- Previous customer service, concierge, or customer experience required
- Proficient in the use of Carrington's loan origination system and other relevant systems
- Highly organized with the ability to work on multiple tasks simultaneously
- Effective communication and interpersonal skills
- Ability to handle detailed assignments and be self-motivated
- Ability to maintain highly confidential information in accordance with the company's privacy policy
Nice to Have
- Previous Retail Loan Processing or Wholesale Account Manager experience
- Experience working in a paperless environment
- Familiarity with LinkedIn marketing and sales strategies
- Knowledge of mortgage industry regulations and compliance
Benefits and Perks
- Competitive hourly rate
- Monthly incentive plan
- Remote work opportunities
- Professional development and growth opportunities
- Comprehensive benefits package, including health, dental, and vision insurance
- Paid time off and holidays
- Opportunity to work with a leading company in the mortgage industry
- Collaborative and dynamic work environment
How to Stand Out
- Ensure your resume and cover letter are tailored to the mortgage industry, highlighting your relevant experience and skills.
- Familiarize yourself with Carrington's loan origination system and other relevant software to demonstrate your technical skills.
- Prepare examples of your organizational and time management skills, as well as your ability to work independently.
- Research the company culture and values to understand their approach to remote work and customer service.
- Be prepared to discuss your experience with customer service, sales, and marketing in the mortgage industry.
- Review your knowledge of mortgage industry regulations and compliance to demonstrate your understanding of the industry.
- Practice your communication and interpersonal skills to ensure you can effectively work with Account Executives, sales management, and brokers.
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