Account Executive Assistant | Austin

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 focuses 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.

Role onboarding: you will go through the Easy Street Account Executive onboarding program, gaining a full understanding of our loan programs, guidelines, and processes; you will begin by managing email and active deals in the pipeline, then shift toward pre-processing screening and application submissions for deals submitted to the Account Executive.

• 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 Hub Spot tasks, including updating contact records, assisting with contact outreach with brokers and borrowers, and maintaining accurate pipeline data within the CRM (Hub Spot)
• 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

• 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, Hub Spot 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: ability 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

• Location:
  
  Austin, TX (In person)
• Position Type: 1099 Independent Contractor
• Employment type:
  
  Full-time
• Job function:
  Sales and Business Development

Base pay range: $55,000.00/yr - $70,000.00/yr

Compensation: $35,000 base salary with $100/file bonus (DSCR) and $50/file bonus (RTL). Total expected compensation of $60k-$70k/year

Notes:
This range is provided by Easy Street Capital; actual pay will be based on skills and experience — talk with your recruiter to learn more.