Account Executive - Commercial Mortgage Apex

Account Executive - Commercial Mortgage Apex

The Commercial Account Executive is responsible for achieving volume targets through outbound efforts to expand the company portfolio and broker database. In addition, there is an expectation to maintain and grow existing relationships.

• Generate sales opportunities by leveraging lead lists, individual networks, and organic calling activities.
• Work with Director of Sales Administration to monitor broker performance on a monthly, quarterly, and annual basis.
• Collaborate with Director of Sales Administration and Marketing to create promotions suited for brokers and customers based on industry trends.
• Process customer applications in accordance with company guidelines.
• Coordinate with brokers and customers to obtain necessary financial and ancillary information when required.
• Effectively work across departments to ensure a seamless customer and vendor experience.
• Provide timely and consistent communication to customers and vendors.
• Monitor and respond to incoming calls and general sales inbox inquiries.
• Attend industry trade shows, conferences, and meetings.
• Maintain company database with accurate and relevant information.
• Complete administrative tasks including but not limited to Faxing, Scanning, Mailing, and Filing.

• Prolonged periods sitting at a desk and working on a computer.
• Traveling to industry trade shows and company events.

• None identified.

• BS or BA Preferred in Finance, Business, or related field.
• Minimum of 3 years of experience in finance, business, or related industry.
• Self‑motivated with strong written, organization, time management, and communication skills.
• Basic ability to operate a computer (PC) is necessary including Word, Excel, and PowerPoint.
• Ability to learn various company software platforms and CRM systems.
• Comfort level of interpreting financial data from company reports.

Apex Commercial Capital provides equal employment opportunity without regard to race, color, creed, sex (including pregnancy), age, gender (including gender nonconformity and status as a transgender or transsexual individual), physical or mental disability, religion, national origin, genetics, marital status, veteran’s status, ancestry, citizenship, sexual orientation, or other characteristics protected by applicable law. This policy applies to all areas of employment, including, without limitation, recruitment, hiring, training and development, promotion, transfer, termination, compensation, benefits, and all other conditions and privileges of employment in accordance with applicable federal, state and local laws.

Apex Commercial Capital is an Equal Opportunity Employer.

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