Account Executive Assistant, TPO

Jobtailor; Deutschland; Remote; EUR 38.000 - 52.000; Vollzeit

Zusammenfassung

Jobtailor in Germany seeks an organized administrative professional to back our loan processing and AE teams within a mortgage environment. You will manage documentation, input data, and coordinate communications to ensure efficient closings.

The role requires meticulous attention to detail, confidentiality, and strong written and verbal skills. You will collaborate with brokers and clients, support marketing initiatives, and help optimize pipeline workflows.

Qualifikationen

• Strong organizational skills and ability to manage multiple tasks simultaneously.
• Proficient with loan origination systems or ability to learn quickly.
• Proficient with office machines and standard software.
• Excellent written and verbal communication abilities.
• Ability to handle confidential borrower information.
• Self-motivated with strong time management and prioritization.

Aufgaben

• Support assigned Account Executives and TPO sales management.
• Assist with 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.

Jobbeschreibung

• 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