Account Executive

Elmhurst Bank & Trust Co

Newport Beach, CA, United States
Base: $24.00-$33.65ph; bonus/equity: quarterly inc...
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Prepare loan agreements
Prepare quotes
Approve quotes up to $200,000
** Elmhurst Bank & Trust Co is seeking an Account Executive for their Newport Beach, CA location. The role focuses on providing outstanding customer service while preparing loan agreements for agents, with an emphasis on minimizing risk and maximizing profit. **

Job Summary

  • Provide superior, top quality customer service while preparing loan agreements for a portfolio of agents.
  • We have a culture that encourages an entrepreneurial spirit and offer multiple opportunities for development and upward mobility.
  • Competitive pay and discretionary or incentive bonus eligible, along with a comprehensive benefit package.

Matching Summary

Match Score: 75

** Elmhurst Bank & Trust Co is seeking an Account Executive for their Newport Beach, CA location. The role focuses on providing outstanding customer service while preparing loan agreements for agents, with an emphasis on minimizing risk and maximizing profit. **

Salary

Base: $24.00-$33.65/hour; Bonus/Equity: quarterly incentive bonus eligible; Benefits: Medical Insurance, Dental, Vision, Life insurance, Accidental death and dismemberment, Short-term and long term Disability Insurance, Parental Leave, Employee Assistance Program (EAP), Traditional and Roth 401(k) with company match, Flexible Spending Account (FSA), Employee Stock Purchase Plan at 5% discount, Critical Illness Insurance, Accident Insurance, Transportation and Commuting Benefits, Banking Benefits, Pet Insurance

Skills & Requirements

Must-have

  • Prepare loan agreements
  • Prepare quotes
  • Approve quotes up to $200,000
  • Handle inbound calls
  • Respond to emails
  • Monitor quotes and business trends

Nice-to-have

  • Entrepreneurial spirit
  • Award-winning culture
  • Family-friendly work hours

Key Requirements

  • 2-5 years account executive experience preferred
  • Good verbal and written communication skills
  • Professional phone etiquette
  • Attention to detail and organized
  • Ability to work as part of a team
  • Proficient in Outlook and excel
  • In office 3 days per week

Work Rights

Not specified

Tailored Resume

Cover Letter