Junior Account Executive

Velocity Commercial

Westlake Village, CAOn-siteFull time

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Location: Westlake Village, CA
Work style: On-site
Job type: Full time
Posted: Oct 22; 1 day ago

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About the company

Velocity Commercial

Financial Services · 201 to 500 employees

Velocity Mortgage Capital is a nationwide lender focused exclusively on financing residential investment and small commercial property loans. Our innovative mortgage programs, broker marketing resources, and talented team of investment property specialists help mortgage brokers attract new clients and grow their business by servicing the unique needs of independent real estate investors and small business owners.

Grow with Velocity.

Visit our website to learn more or call (866) 968-3562 to speak to an investment property specialist or submit a loan scenario.

Velocity Commercial on LinkedIn

What you'll do

The Junior Account Executive will provide administrative support to the sales team by managing schedules, updating customer databases, and maintaining sales documentation.
They will also act as an Account Executive for a small book of clients and monitor loan submissions to ensure timely closing.

What you need

The role requires strong organizational skills and the ability to maintain accurate customer records and sales materials.
Candidates must be capable of collaborating with sales staff and managing basic customer inquiries effectively.

Key skills

Sales supportCustomer serviceData entrySchedulingSocial media managementAdministrative supportCommunicationOrganizationLoan processingRecord maintenance

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Read the full posting here

Sales Assistant will offer reliable support to the salesteam and help improve efficiency as sales volume increases. The Sales Assistant will be responsible for maintaining regular contact with customers, ensuring that all sales documents and agreements are completed before they are filed and updating the customer contact information as needed. Sales Assistant responsibilities · Organize and schedule sales presentations for assigned AEs · Ensure that all sales presentation materials are prepared prior to deadlines · Update customer records in the company database as required · Contact customers to answer basic procedural questions or to gauge their level of satisfaction with the company · Collaborate with the sales staff to monitor loan submissions and make sure that loans close on time · Report any service issues to management and the appropriate Account Executive immediately · Update and maintain social media · Act as an Account Executive on the small book of clients assigned to the Junior AE