Account Executive – Enterprise, CX
Freshworks
Wholesale Account Executive
Deephaven Mortgage
full-time
Posted on:
Location Type: Remote
Location: Remote • California, Idaho, Nevada • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Make daily outbound calls to develop new accounts and follow up regularly to ensure client satisfaction
- Answer loan pricing and scenario questions
- Work closely with operations to resolve any issues
- Work with partners to assist in account development
- Manage client expectations and develop trust
- Manage tracking and reporting of monthly volume and loan quality
- Remain up to date with regulatory industry standards and requirements
Requirements
- 2+ years of mortgage lending experience
- Well-developed understanding of mortgage underwriting, processing, closing and sales procedures
- Excellent interpersonal and account development skills
- Exceptional customer service skills, with attention to detail and follow through
- Ability to work well independently, in a fast-paced environment
- Strong desire to progress, learn and begin a long-term career with the right company
- Exhibits confidence and empathy when dealing with current and potential customers
- Accurately represents Deephaven Mortgage and our wholesale team’s capabilities and strengths
- Conducts himself/herself in a professional manner regardless of the situation
- Team player committed to excellence, working hard and having fun
- Experience with Encompass (Preferred)
Benefits
- Flexible Time to Recharge – Personalized Time Off for What Matters (because rest isn't one-size fits all)
- Future Finance Focused – Generous employer-matched 401(k) plan
- Community Connect– Philanthropy Committee that creates charitable initiatives
- Health from Day One – Comprehensive health insurance starting on day one of employment
- Family Matters – Competitive maternity and paternity leave
- Culture & Celebrations – Culture Committee with team-building events and celebrations
- Ideas Welcome – Encouraging thought leadership and innovation
- Guidance & Growth – Mentorship opportunities for career development
- Perk Up – Exclusive discounts on travel, tech, pets, legal, and more
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
mortgage lendingmortgage underwritingmortgage processingmortgage closingsales procedures
Soft skills
interpersonal skillsaccount development skillscustomer service skillsattention to detailability to work independentlyconfidenceempathyprofessionalismteam playercommitment to excellence
