Develop and execute account-based sales strategies to acquire new mortgage lending customers while managing a healthy sales pipeline. Collaborate cross-functionally with product and marketing teams to ensure seamless customer experiences and drive long-term retention.
The Strategic Account Executive will manage complex sales cycles with mortgage lenders, building and nurturing a pipeline through targeted outbound and relationship development. They will partner with internal teams to tailor solutions that address specific operational workflows and business priorities for enterprise clients.
The Loan Originator Assistant supports the full lifecycle of mortgage loans by coordinating documentation, managing pipelines, and serving as a primary point of contact for clients and partners. They are responsible for ensuring loan files are accurate, facilitating closings, and maintaining compliance with investor guidelines.
Develop and execute comprehensive marketing plans and promotional strategies to advocate for clients' businesses. Manage online presence, create digital collaterals, and leverage analytics to reach new customers.
Manage and optimize the Brivity CRM to handle lead generation and database management for clients. Prospect for new clients and nurture leads through various communication channels until appointments are set.
Manage real estate transactions from pre-listing to closing, including coordinating with third parties and maintaining file compliance. Optimize the Brivity CRM to improve operational activities and conduct customer follow-ups for referrals.
Ensure all loan disclosures are accurate, compliant, and delivered on time by auditing files and preparing Loan Estimates. Act as the primary contact for disclosure inquiries and monitor Change of Circumstance requests to maintain regulatory compliance.
Engage with warm inbound leads to understand their needs and recommend appropriate home services. Manage orders and quotes using HubSpot while hitting performance goals tied to processed orders.
Manage a portfolio of large accounts to drive engagement, retention, and customer satisfaction. Provide product support through office hours and training tickets while identifying process improvements to elevate the customer experience.
The Escrow Officer will manage all title and escrow work for residential transactions, ensuring a seamless closing experience. They will serve as the primary point of contact for real estate agents and clients, proactively communicating updates and managing expectations.
The Transaction Coordinator will deliver high-quality transaction coordination to clients and provide listing coordination for real estate professionals. They will maintain transaction records and communicate proactively with clients and agents.
