Easy Street Capital · 4 months ago
Account Executive Assistant | Austin
Austin
Full-time
Onsite
New Grad, Entry Level
$60K/yr - $70K/yrEasy Street Capital is seeking a highly organized and dependable Account Executive Assistant to provide administrative, CRM, and follow-up support for an Account Executive. This role focuses on streamlining daily operations, allowing the loan officer to concentrate on high-priority tasks such as deal prospecting and broker onboarding.
FinanceFinancial ServicesProfessional ServicesReal Estate
Responsibilities
Communicating and problem solving early and often to maximize positive client experience
Organize the account executive’s inbox, prioritize important messages, flag action items to ensure timely and effective communication
Manage business phone calls as needed, ensuring smooth communication with clients and prospects
Oversee HubSpot tasks, including updating contact records, assisting with contact outreach with brokers and borrowers, and maintaining accurate pipeline data within the CRM (HubSpot)
Initiate and track internal processes, ensuring all necessary information is gathered and that steps are taken to move tasks forward efficiently
Regularly follow up with brokers, borrowers, and other key contacts to ensure smooth communication and progress on loan deals
Assist with other administrative tasks such as calendar and meeting management to ensure the account executive’s day-to-day operations run smoothly
Qualification
Required
Loan Officer (LO), Account Executive (AE), or Loan Officer Assistant (LOA) experience is preferred
Other experience in the mortgage industry, whether QM or non-QM is also considered
Proficiency in Outlook, HubSpot or equivalent CRM, and Excel
Organization, communication, independence, and problem solving skills
Quick and accurate replies to emails and phone calls without much need for oversight from the Account Executive
Ability to bring multiple solutions to solving problems that can arise once a deal is in processing
Company
Easy Street Capital
Easy Street Capital is a relationship investment real estate lender with loan programs for every borrower.
Founded in 2016
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$175M2025-06-04Debt Financing· $175M
Leadership Team
Casey Denton
Partner
Gray Cato
Partner
Recent News
Easy Street Capital
2025-11-14
Easy Street Capital
2025-09-04
Easy Street Capital
2025-08-21
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