Account Executive Assistant, TPO

• Support assigned Account Executives and TPO sales management
• Assist with quality loan processing and review files for underwriting adherence and submission completeness
• Provide backup assistance to Account Executives, assist brokers, and resolve issues
• Support marketing efforts and facilitate timely loan closings
• Perform data input, data management, and administrative tasks
• Enter contacts and manually input loan applications
• Schedule Zoom sales calls with brokers and clients
• Organize loan information in the Loan Origination System
• Gather applications, credit documents, appraisals, and related materials
• Monitor incoming documents and verify collected data
• Pull or verify credit reports and flood certificates
• Send welcome and thank-you emails
• Set up approved LinkedIn marketing posts
• Review expiring locks, unlocked loans, and send broker reminders
• Contact brokers regarding monthly closings and condition submissions
• Monitor the pipeline to ensure timely loan funding
• Lead marketing projects, lead management assignments, and sales support projects
• Coordinate in-person and online marketing events
• Identify methods to expand Account Executive business models
• Ensure compliance with company policies, procedures, and investor guidelines
• Prepare reports for Account Executives and sales management
• Develop relationships with assigned Account Executives to determine additional support needs
• Complete tasks and assist departmental support staff as requested

Requirements

• Extremely high level of organizational skills and ability to work on several tasks simultaneously
• Proficient in Carrington’s loan origination system and other systems used in the mortgage origination process, or ability to learn systems quickly
• Highly proficient in using office machines such as computers, copiers, and fax machines
• Ability to communicate effectively verbally and in writing
• Ability to handle detailed assignments and be self-motivated
• Ability to organize and prioritize workload and meet deadlines
• Ability to maintain highly confidential borrower information in accordance with the Company’s privacy policy
• High School diploma or equivalent work experience
• Two years of mortgage industry experience required
• Previous customer service, concierge, or customer experience required
• Previous Retail Loan Processing or Wholesale Account Manager experience preferred
• Experience working in a paperless environment preferred

Core Competencies

Demonstrates expertise in loan processing and management, with a strong focus on organizational skills and effective communication. Proficient in utilizing loan origination systems and ensuring compliance with industry standards.

Highest-signal resume keywords

• Loan Origination System Proficiency
• Mortgage Industry Experience
• Organizational Skills
• Customer Service Experience
• Data Management

Hard Skills

• Loan Processing
• Data Input
• Document Verification
• Credit Report Analysis
• Pipeline Monitoring
• Report Preparation
• Marketing Project Coordination
• Administrative Tasks
• Task Prioritization
• Confidential Information Management

Soft Skills

• Effective Communication
• Self-Motivation
• Detail Orientation
• Problem Solving
• Time Management

Industry Keywords

• Mortgage Origination
• Underwriting Adherence
• Customer Experience
• Retail Loan Processing
• Wholesale Account Management

Tools & Technologies

• Carrington’s Loan Origination System
• Office Machines
• Zoom
• LinkedIn