Entry-Level Sales Support

About the position MiMutual Mortgage is a national mortgage lender that operates under the philosophy of great people building a great company while serving our communities. We are committed to providing an exceptional and enriching work environment, offering job opportunities across the country. Our corporate culture fosters a positive and rewarding environment, ensuring that our team members feel valued and engaged. We take the mortgage process seriously and provide competitive salaries and benefits that make working for our company worthwhile. At MiMutual, we believe in having fun while achieving our goals. The Junior Account Executive position is an entry-level role within the Wholesale Sales department. This position is designed for individuals eager to start their careers in the mortgage industry, particularly those with a passion for customer service and sales. The Junior Account Executive will support their assigned Account Executive in managing client accounts, developing and maintaining strong relationships, and ensuring the successful delivery of our services. This role involves conducting daily outreach to assigned brokers, assisting with new or existing loans, and maintaining a working knowledge of company products and policies. In this role, you will be responsible for conducting outbound calls to recertify inactive brokers, sign up new broker accounts, and provide updates on new products and systems. You will document your interactions with brokers within the company CRM tool and respond to client inquiries promptly and effectively. The Junior Account Executive will also be involved in special projects as assigned, contributing to the overall success of the team and the company.

Responsibilities

• Conduct daily outreach by means of phone call to assigned brokers to offer assistance with new or existing loans.

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• Promptly transfer any broker requiring assistance to their assigned Account Executive.

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• Conduct outbound calls to recertify inactive brokers.

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• Conduct outbound calls to sign-up new broker accounts.

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• Conduct outreach to assigned brokers to provide updates on new products, systems, etc.

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• Document interactions with Brokers within the Company CRM tool (i.e., Insellerate).

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• Support strong, long-lasting client relationships.

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• Respond to client inquiries promptly and effectively.

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• Maintain a working knowledge of company products, policies and procedures, systems utilization, and general competitor products and offerings.

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• Assist with special projects as assigned.

Requirements

• High school diploma or equivalent.

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• 6 months of previous experience in a customer service or sales role.

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• Previous experience within the mortgage industry is preferred.

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• Excellent verbal and written communication skills.

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• Strong organizational skills with the ability to multitask.

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• Familiarity with CRM or similar software.

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• Proficiency in MS Office Suite (Word, Excel, PowerPoint).

Nice-to-haves

• Experience in the mortgage industry is a plus.

Benefits

• Health savings account

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• Health insurance

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• Dental insurance

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• Flexible spending account

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• Vision insurance

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• 401(k) matching

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• Life insurance

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