Account Executive Assistant

We are seeking a highly detail-oriented and proactive Account Executive Assistant to support Account Executives in managing their customer pipelines. The ideal candidate will have a strong understanding of mortgage processes, excellent communication skills with a clear American accent, and the ability to work under pressure while maintaining accuracy and professionalism.

• Review sensitive customer documents for accuracy and completeness.

• Cross-check data for verification and upload into internal systems securely.

• Reach out to customers to ensure they are receiving outstanding service.

• Monitor progress from Pre-Qualification to Full Approval and resolve any issues.

• Maintain clear and professional communication at all times.

• Manage and track pipelines for Account Executives to ensure productivity.

• Coordinate daily workflow and priorities with Account Executives.

• Maintain organized records and follow-ups using Excel and CRM tools.

• Understand the end-to-end home financing process including pre-qualification, underwriting, and closing.

• Provide insights and support to customers navigating the process.