Account Executive I
AFCO Direct
full-time
Posted on:
Location Type: Hybrid
Location: Newport Beach • California • United States
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Salary
💰 $50,000 - $65,000 per year
About the role
- Build solid long-lasting client relationships over time
- Evaluate loan opportunities and underwrite credit risk
- Deliver executable loan commitments/agreements
- Interpret borrower financial statements and review policy attributes
- Clients will reach out for premium finance needs
- Perform quoting, underwriting, and price negotiation
- Make outbound calls to improve sales and track data via CRM
- Work with Loan Processing Department to ensure loan document compliance
Requirements
- Associate's degree or equivalent education and related training
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Excellent written and verbal communication skills
- Excellent organizational skills
- Strong math aptitude
- Ability to travel, occasionally overnight
Benefits
- medical
- dental
- vision
- life insurance
- disability
- accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- vacation (no less than 10 days)
- sick days (10)
- paid holidays
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
underwritingcredit risk evaluationloan commitmentsfinancial statement interpretationpricing negotiationdata tracking
Soft Skills
client relationship buildingwritten communicationverbal communicationorganizational skillsmath aptitude
Certifications
Associate's degree