Account Executive Assistant

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.