Note: The job is a remote job and is open to candidates in USA. Carrington Holding Company, LLC is a provider of third-party originators, mortgage brokers, and financial institutions with access to government and conventional loan programs. They are seeking an Account Executive Assistant to support assigned Account Executives and TPO sales management by assisting with loan processing, reviewing files, and providing marketing support.
Responsibilities
- Perform all data input, data management, and other administrative tasks so that assigned Account Executive(s) can focus on sales activities including:
- Enter new contacts into the system
- Input loan applications manually
- Schedule zoom sales calls with new brokers and existing clients
- Organize and input loan information received into the Loan Origination System
- Gather loan applications, credit documents, appraisals, etc
- Monitor incoming documents verifying data collected by Account Executives
- Pull or verify credit reports and flood certs as needed
- Send welcome mails to new accounts and loan officers
- Send thank you emails to brokers after closing
- Set up company approved LinkedIn marketing for daily posts
- Review all expiring locks to ensure extensions and review unlocked loans and send reminders to lock to brokers
- Reach out to brokers regarding the month’s closings to push condition submittal and ensure account manager is aware of any updates or discovered items; note findings in conversation log
- Proactively monitor pipeline to ensure timely funding of loans
- Serve as point person on marketing projects, lead management assignments, and other projects intended to increase assigned Account Executive(s) sales, personal branding, and lead generation and conversion goals
- Coordinate in person and online marketing events
- In conjunction with sales management and assigned Account Executive(s), identify methods to expand assigned Account Executive(s) business model
- Provide backup assistance for assigned Account Executive(s) in their absence, including assisting brokers and resolving issues
- Ensure the quality and compliance Company policies, procedures, and investor guidelines
- Prepare reports for Account Executive(s) and sales management
- Develop individual relationships with assigned Account Executive(s) to determine any additional assistance that may be needed on a case by case basis
- Complete various tasks and assignments and assist departmental support staff when requested by sales management
Skills
- Extremely high level of organizational skills and ability to work on several tasks simultaneously
- Proficient in the use of Carrington's loan origination system and other systems used in the mortgage origination process, or if new to company the ability to learn systems quickly
- Highly proficient in the use of office machines such as computer, copiers, fax machines
- Ability to communicate effectively both 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 information in accordance with Company's privacy policy concerning borrower's confidential information
- High School diploma or equivalent work experience
- Two (2) years' 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
Benefits
- Monthly Incentive plan
- Comprehensive healthcare plans for you and your family.
- A discretionary 401(k) match of 50% of the first 4% of pay contributed.
- Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
- Customized training programs to help you advance your career.
- Employee referral bonuses so you’ll get paid to help Carrington and Vylla grow.
- Educational Reimbursement.
- Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates.
Company Overview
Carrington Holding Company, LLC is a financial service provider for mortgages, asset management, real estate. It was founded in 2003, and is headquartered in Aliso Viejo, California, USA, with a workforce of 1001-5000 employees. Its website is http://carringtonhc.com/.