The Account Executive will engage with clients and prospective clients through various channels to originate loans, promote services and products, and maintain strong relationships with brokers. They will utilize a state-of-the-art CRM, conduct presentations, and ensure satisfaction through disciplined follow-up.

The Mortgage Front Office Assistant at Summit Funding manages front office duties, welcomes guests, answers and directs phone calls, and assists in loan setup tasks. Responsibilities also include office administration, maintaining supplies, and ensuring a positive first impression for clients.