Account Management Professional Mortgage

3 days ago


Walnut Creek, California, United States Client Direct Mortgage Full time
About the Role

This in-office position requires an energetic and self-motivated Account Executive to support our Loan Officers. As a member of our team, you will establish a 'Coach-Athlete relationship' with current and new Loan Officers through consistent communication, nurturing, teaching, and feedback.

You will assist with holding Loan Officers accountable and track their daily and weekly progress. Additionally, you will help them understand the importance of time management and how to use their limited time effectively.

The successful candidate will mentor and guide Loan Officers to become high-converting sales professionals. You will also report on learning and development performance, individual progress, and nuanced observations of Loan Officers' opportunities for improvement.



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