Account Executive

Countryside Bank

Newport Beach, CA, United States
Base: $24.00-$33.65ph; bonus/equity: quarterly inc...
On-site (3 days per week)
Prepare loan agreements
Provide outstanding customer service
Prepare quotes for agents
Countryside Bank is seeking an Account Executive to provide excellent customer service and prepare loan agreements for a portfolio of agents in Newport Beach, CA. The role requires 2-5 years of experience, strong communication skills, and proficiency in Outlook and Excel, with a focus on minimizing risk and maximizing profit. The company offers competitive pay, comprehensive benefits, and a supportive work culture

Job Summary

  • Provide superior, top quality customer service while preparing loan agreements for a portfolio of agents.
  • Prepare quotes as needed for assigned agents within a given region(s) and approve quotes up to a maximum amount financed of $200,000.
  • We have an award-winning culture, competitive pay, and a comprehensive benefit package.

Matching Summary

Match Score: 85

Countryside Bank is seeking an Account Executive to provide excellent customer service and prepare loan agreements for a portfolio of agents in Newport Beach, CA. The role requires 2-5 years of experience, strong communication skills, and proficiency in Outlook and Excel, with a focus on minimizing risk and maximizing profit. The company offers competitive pay, comprehensive benefits, and a supportive work culture.

Salary

Base: $24.00-$33.65/hour; Bonus/Equity: Quarterly incentive bonus eligible; Benefits: Medical, Dental, Vision, 401k with match, etc.

Skills & Requirements

Must-have

  • Prepare loan agreements
  • Provide outstanding customer service
  • Prepare quotes for agents
  • Monitor quotes and business trends
  • Communicate with internal departments

Nice-to-have

  • Entrepreneurial spirit
  • Opportunities for development
  • Upward mobility

Key Requirements

  • 2-5 years account executive experience
  • Good verbal and written communication skills
  • Proficient in Outlook and Excel
  • In office 3 days per week

Work Rights

Not specified

Tailored Resume

Cover Letter