Junior Associate Account Executive, Mortgage Support

Newfi Wholesale; Emeryville (CA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

401k matching

Full medical, dental and vision

Access to leadership and career growth opportunities

Job summary

A leading lending company in California seeks a Trainee Account Executive to support existing Senior AEs and develop new business. The ideal candidate will possess at least 2 years of customer service experience in the mortgage or service industry and excel in problem-solving and multi-tasking. Responsibilities include answering inbound inquiries and simplifying client issues. The company offers a competitive compensation package, including benefits such as medical, dental, vision, and 401k matching.

Qualifications

• 2 years’ Mortgage Customer Service experience or service industry experience.
• Strong ability to remain calm and positive in stressful situations.
• Resourceful when problem-solving and able to think outside the box.

Responsibilities

• Support existing Senior AEs by developing new business.
• Answer all inbound calls, e‑mails, and chats with a positive attitude.
• Simplify client issues and track them in the in-house systems.

Skills

Customer Service

Problem-Solving

Multi-tasking

Judgment

Microsoft Suite

Job description

A leading lending company in California seeks a Trainee Account Executive to support existing Senior AEs and develop new business. The ideal candidate will possess at least 2 years of customer service experience in the mortgage or service industry and excel in problem-solving and multi-tasking. Responsibilities include answering inbound inquiries and simplifying client issues. The company offers a competitive compensation package, including benefits such as medical, dental, vision, and 401k matching.