Account Executive Assistant

Job Details

Job Location:

Anaheim-CL Branch - Anaheim, CA 92808

Salary Range: $19.24 - $23.08 Base+Commission/month

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

• Commitment to and behaviour 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

• High school diploma required
• Excellent communication and interpersonal skills
• Effective business writing, time management and organisational 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 organisational skills and ability to handle detailed assignments
• Ability to prioritise workload while meeting deadlines
• Ability to communicate in writing and verbally effectively

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.