Remote Account Executive – Commercial Loans & Client Growth

Truist; New York (NY); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid time off

Paid holidays

Job summary

Truist is seeking an Account Executive to build long-term client relationships by delivering competitive premium finance loan products and accurate credit decisions within authority.

The AE will evaluate opportunities, quote, underwrite, and deliver binding loan commitments to retail agents, while collaborating with Sales and Credit teams. Remote role based in EST; travel may be required.

Qualifications

• Associate's degree or equivalent education and related training.
• Proficiency in basic computer applications, such as Microsoft Office software products.
• Excellent written and verbal communication skills.
• Excellent organizational skills.
• Strong math aptitude.
• Ability to travel, occasionally overnight.

Responsibilities

• Perform quoting, underwriting, price negotiation and telemarketing efforts for assigned geographic territory.
• Build and develop solid agent client relationships via timely delivery of quotes, contracts and other information.
• Make outbound calls to improve sales, following up on and soliciting business opportunities, tracking data via CRM.
• Coordinate with Loan Processing to review documents for completeness and compliance with requirements.
• Review executed loan documents to ensure compliance with approvals and conditions; drive business volume with external Sales counterparts.

Skills

Communication

CRM software

Microsoft Office

Math aptitude

Travel flexibility

Education

Associate degree or equivalent

Finance or business-related degree preferred

Tools

CRM software

Microsoft Office

Job description

Truist is seeking an Account Executive to build long-term client relationships by delivering competitive premium finance loan products and accurate credit decisions within authority.

The AE will evaluate opportunities, quote, underwrite, and deliver binding loan commitments to retail agents, while collaborating with Sales and Credit teams. Remote role based in EST; travel may be required.