JR. Account Executive

This role is designed to be a trainee position for an Account Executive role. The Junior AE role will require that the Account Manager I duties have been satisfactorily performed.

In addition to the Account Manger responsibilities, AE training will also be implemented during the Junior AE’s tenure with eventual succession into the Account Executive role (upon management discretion).

Identifying and understanding the Client’s issue and needs in order to quickly escalate them over to the appropriate team to finalize the solution for the Client.

Answering all inbound phone calls, e-mails, and chats that come into the Wholesale Sales Support team with a great attitude every time, ensuring our clients are left with a timely and memorable experience.

Responsible for identifying and escalating each Client issue within the prescribed timeframe from when you receive it

Clarifying the Client’s issue and tracking appropriately within our in-house systems.

Simplifying Client issues and providing feedback to the appropriate team leaders affected by the issue at hand, in order to improve our client service and processes.

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 Expected Requirements:

• 2 years’ Mortgage Customer Service experience or service industry experience 
• Successful track record with Customer Service
• Strong ability to remain calm and positive in stressful situations
• Resourceful  when problem-solving and able to think outside of the box while following the process in place
• Ability to multi-task, prioritize, and quickly solve any problems that arise
• Know when to escalate an issue and to the appropriate team, strong skills in judgment calls
• Ability to simplify and include all details to provide appropriate feedback
• Proficient with the entire Microsoft Suite and LOS experience preferred