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Account Executive (Remote)

Glen Allen, VA · Customer Service
Our team is searching for a talented, motivated, and high-performing Account Executive to join our team. Account Executives manage the relationship with applicants and borrowers throughout the lending process. Account Executives respond quickly to inquiries and requests for information from the applicant and teammates. The ideal candidate will adhere to an external structure, be an active listener, and possess organization and time management skills. 

  • Manage a portfolio of applicants (40 to 50 active applicants).
  • Following established procedures, promptly respond to all qualified applicant inquiries.
  • Review and update reports noting customer status and daily goals
  • Schedule and conduct introductory and follow-up appointments with applicants.
  • Appropriately name and save all documents received, emails, and recorded phone calls to the appropriate network folder.
  • Update internal reports regarding application status as information is received.
  • Communicate and collaborate with teammates regarding applicant updates, documents received, and inquiries.
  • Communicate with applicants regarding the status of their application.
  • Prepare portions of the Credit Narrative to be presented to the credit committee.
  • Attend and participate in regular team huddle and Credit Committee meetings.
  • Minimum 3 years inside sales or customer service experience
  • Experience in lending industry preferred but not required
  • Excellent telephone skills; active listener
  • Minimum 2 year degree or equivalent
  • Strong computer skills: Microsoft Office Suite
  • Generous benefits package including health, dental and 401k with company match
  • Eight holidays
  • PTO

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