Account Executive Assistant

Change Wholesale; Anaheim (CA); On-site; USD 40,000 - 55,000; Full time

Job summary

A financial services provider in California seeks an Account Executive Assistant to support the sales and management of broker accounts. Key responsibilities include assisting with mortgage applications, meeting clients to discuss their lending needs, and maintaining awareness of market trends. The ideal candidate will possess a high school diploma, excellent communication skills, and the ability to work in a fast-paced environment. This role provides an opportunity to develop valuable skills in the mortgage sector.

Qualifications

• High school diploma required.
• Excellent communication and interpersonal skills.
• Ability to work effectively in a fast-paced environment.

Responsibilities

• Assist assigned Account Executive with sales and management of broker accounts.
• Meet with clients to understand lending needs regarding mortgages.
• Maintain knowledge of local real estate market trends.

Skills

Excellent communication and interpersonal skills

Strong analytical and problem-solving skills

Effective business writing

Time management skills

Self-motivated

Education

High school diploma

Job description

Account Executive Assistant – Change Wholesale

Los Angeles, CA

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The Account Executive Assistant title is responsible for assisting their assigned Account Executive with the sales and management of their broker accounts. 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.

Responsibilities

• Commitment to and behavior modeling of the Company’s Core Values
• Observable display of a sense of urgency in the execution of duties
• Meet with and interview potential and current clients to understand their lending needs including first‑time mortgages and refinance of existing loans
• Demonstrate knowledge and communicate effectively regarding mortgage options
• Explain the differences between and approval requirements of various types of mortgages
• Assist clients with completion of mortgage applications, inspecting completed documents for accuracy and thoroughness
• Maintain 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
• Develop and maintain 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

• 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

Important Notice

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.