Account Executive Assistant | Austin

Key Responsibilities

• Proactive: communicating and problem solving early and often to maximize positive client experience.
• Email Management: Organize the account executive’s inbox, prioritize important messages, flag action items to ensure timely and effective communication.
• Phone Management: Manage business phone calls as needed, ensuring smooth communication with clients and prospects.
• CRM Management: Oversee HubSpot tasks, including updating contact records, assisting with contact outreach with brokers and borrowers, and maintaining accurate pipeline data within the CRM (HubSpot).
• Pipeline Management: Initiate and track internal processes, ensuring all necessary information is gathered and that steps are taken to move tasks forward efficiently.
• Customer Communication: Regularly follow up with brokers, borrowers, and other key contacts to ensure smooth communication and progress on loan deals.
• Admin Support: Assist with other administrative tasks such as calendar and meeting management to ensure the account executive’s day-to-day operations run smoothly.
• Skills & Qualifications:
• Experience: Loan Officer (LO), Account Executive (AE), or Loan Officer Assistant (LOA) experience is preferred.  Other experience in the mortgage industry, whether QM or non-QM is also considered.
• Technical Skills: Proficiency in Outlook, HubSpot or equivalent CRM, and Excel.
• Soft skills: organization, communication, independence, and problem solving.
• Key Qualities We Value:
• Responsiveness: quick and accurate replies to emails and phone calls without much need for oversight from the Account Executive.
• Problem Solving: be able to bring multiple solutions to solving problems that can arise once a deal is in processing. The Account Executive will not be micromanaging, so it is your responsibility to handle anything you can and only escalate if there is no clear solution.

Role Overview

• Overview:
We are seeking a highly organized and dependable Account Executive Assistant to provide administrative, CRM, and follow-up support for an Account Executive at Easy Street Capital. This role will focus on streamlining daily operations, allowing the loan officer to concentrate on high-priority tasks such as deal prospecting and broker onboarding. An ideal applicant will have experience as an Account Executive or Loan Officer and is comfortable calling clients and discussing loan scenario specifics, underwriting conditions, prospective timelines, and general problem-solving. Typical responsibilities will include giving status updates on deals, communicating prospective review and closing timelines, assisting the broker and borrower in completing initial loan applications, managing deal and contact data in the CRM (HubSpot) and upfront document collection. Training and Onboarding: You will go through the Easy Street Account Executive onboarding program, as you will need a full and complete understanding of our loan programs, guidelines, and processes, and then you will begin to work alongside the Account Executive. Initially, you will manage their email and active deals in the pipeline. Then, you will shift towards pre-processing screening and application submissions for deals submitted to the Account Executive.