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EPM · 1 day ago

Junior Account Executive

Warwick, RI

Full-time

Onsite

Entry Level

1+ years exp

EPM is a leading mortgage lender in the U.S. seeking Junior Account Executives to support business development and manage client relationships. The role involves onboarding new clients, assisting existing accounts, and collaborating with sales teams to ensure effective communication and support.

Financial ServicesMortgageReal Estate

Growth Opportunities

Responsibilities

Assist in identifying and onboarding qualified third-party originator/broker accounts

Participate in sales calls with prospective and current accounts to learn client needs and opportunities

Support training efforts by providing accounts with information on systems, policies, procedures, and products

Respond to account inquiries and escalate issues to senior team members as needed

Serve as a liaison between accounts and the EPM operations teams, ensuring timely communication

Collaborate with Regional Sales Managers and internal teams to maintain strong account relationships

Help track account activity, monitor pipeline progress, and assist with reporting to management

Support team efforts to meet goals through effective time management and prioritization

Additional responsibilities related to business needs

Qualification

Sales experienceCustomer serviceCommunication skillsProblem-solving mindsetMotivatedEager to learnBasic knowledge of lendingFinancial servicesOrganizational skills