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Account Executive Assistant

Change Lending
Posted 4 months ago, valid for 18 days
Location

Anaheim, CA 92825, US

Salary

$19.24 - $23.08 per hour

Contract type

Full Time

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Sonic Summary

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  • The Account Executive Assistant position is located at the Anaheim-CL Branch in Anaheim, CA.
  • The salary range for this role is between $19.24 and $23.08 per month, plus commission.
  • Candidates are required to have a high school diploma and strong communication and organizational skills.
  • The role involves assisting Account Executives with broker accounts, client meetings, and mortgage application processes.
  • The position requires a commitment to the company's core values and the ability to work effectively in a fast-paced environment.

Job DetailsJob Location: Anaheim-CL Branch - Anaheim, CA 92808Salary Range: $19.24 - $23.08 Base+Commission/monthAbout The Role The Account Executive Assistant Title is responsible for assisting their assigned Account Executive with the sales and management of their broker accounts.   Essential Job Duties/Responsibilities:   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. Commitment to and behavior modeling of the Company’s Core Values Observable display of a sense of urgency in the execution of duties Meets with and interviews potential and current clients to understand their lending needs including first-time mortgages and refinance of existing loans. Demonstrates knowledge and communicates effectively regarding mortgage options. Explains the differences between and approval requirements of various types of mortgages Assists clients with completion of mortgage applications, inspecting completed documents for accuracy and thoroughness. Maintains 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. Develops and maintains 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 Qualifications, Knowledge, Skills and Abilities: 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   Note 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.




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