Account Executive

📌 Core Information

🔹 Job Title: Account Executive

🔹 Company: Veterans United Home Loans

🔹 Location: Columbia, Missouri, United States

🔹 Job Type: On-site

🔹 Category: 💼 Account Management

🔹 Date Posted: April 1, 2025

🔹 Experience Level: 0-2 years

🔹 Remote Status: Not specified

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Conducting proactive outreach to both cold and warm leads
• Maintaining and developing long-term client relationships
• Collaborating with the sales team on administrative, operational, and sales tasks
• Offering coaching to client Loan Officers on best practices

ASSUMPTION: This description assumes the role requires a proactive individual comfortable with outreach and relationship-building, indicative of a position focused heavily on client acquisition and retention.

📋 Key Responsibilities

✅ Recruit new prospective lenders to expand the client base.

✅ Coach Loan Officers on best practices for working with online leads.

✅ Maintain strong industry relationships to enhance partnerships and MRC's market position.

✅ Track, measure, and report on the effectiveness of marketing campaigns to clients.

✅ Contribute to team culture and operations, excluding any licensed activities.

ASSUMPTION: Responsibilities are centered around increasing client engagement and optimizing lead conversion, suggesting a focus on sales performance metrics.

🎯 Required Qualifications

Education: Not specified

Experience: At least 1 year in sales or a related field

Required Skills:

• Customer service
• Analytical decision-making
• Organizational skills
• Attention to detail
• Adaptability
• Technology aptitude
• Critical thinking

Preferred Skills:

• Understanding of performance-based marketing metrics
• Experience in mortgage origination and closing online leads
• Call center experience

ASSUMPTION: Given no specific educational requirement, emphasis is on skills and relevant experience rather than formal qualifications.

💰 Compensation & Benefits

Salary Range: Not specified

Benefits:

• Professional development opportunities
• Potential benefits consistent with the industry, such as health insurance
• Company culture initiatives

Working Hours: Regular, 40 hours per week

ASSUMPTION: Standard benefits typical for similar roles in the financial services industry, focused on well-being and professional growth.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services

Company Size: 1,001-5,000 employees; a mid-sized company offering ample resources while allowing personal contributions

Founded: 2002

Company Description:

• Leader in VA Loans
• Strong focus on military families
• Values-driven organizational culture

Company Specialties:

• VA Home Loans
• Client-centric service
• Community involvement

Company Website: https://www.veteransunited.com/

ASSUMPTION: The company's market leadership in VA lending suggests a focus on innovation and comprehensive client support.

📊 Role Analysis

Career Level: Entry to mid-level, suitable for individuals early in their career or seeking to transition into account management

Reporting Structure: Likely reports to a Sales Manager or Director

Work Arrangement: On-site, fostering direct collaboration

Growth Opportunities:

• Professional development and on-the-job training
• Potential for leadership roles in sales/account management
• Networking within the mortgage and finance industry

ASSUMPTION: The role's progression likely includes sales metrics-driven growth, encouraging personal development and further career readiness within the company.

🌍 Location & Work Environment

Office Type: Corporate office in a collaborative setting

Office Location(s): Columbia, Missouri

Geographic Context:

• Central location in the U.S. offering accessible logistics
• A family-friendly environment with a moderate cost of living
• Proximity to a major educational institution, providing a vibrant community

Work Schedule: Standard weekday business hours

ASSUMPTION: The work environment emphasizes teamwork and collaboration, situated in a supportive community that is conducive to professional growth.

💼 Interview & Application Insights

Typical Process:

• Initial application review
• Phone interview with HR
• In-person interviews with the hiring team

Key Assessment Areas:

• Sales and communication skills
• Adaptability and strategic thinking
• Knowledge of the mortgage and financial services industry

Application Tips:

• Highlight relevant sales and account management experience
• Demonstrate understanding of industry-specific metrics
• Emphasize cultural fit and alignment with company values

ATS Keywords: Sales, Account Management, Mortgage, Customer Service, ROI, Lead Generation

ASSUMPTION: The application process prioritizes adaptability, sales acumen, and a clear commitment to the company's mission and values.

🛠️ Tools & Technologies

• CRM platforms
• Web-based communication tools
• Basic office software (e.g., MS Office Suite)

ASSUMPTION: Proficiency in these tools aids in managing client relationships and enhancing sales effectiveness.

👔 Cultural Fit Considerations

Company Values:

• Integrity
• Passion
• Community support

Work Style:

• Collaborative and team-oriented
• Flexible and adaptive
• Results-driven

Self-Assessment Questions:

• Do you thrive in fast-paced environments?
• Are you passionate about helping others?
• How do you handle change and shifting priorities?

ASSUMPTION: Successful candidates will align with the company's mission to enhance lives and build a service-centric culture.

⚠️ Potential Challenges

• Balancing client expectations with business objectives
• Staying updated with industry trends and regulations
• Managing a dynamic workload
• Meeting and exceeding sales targets consistently

ASSUMPTION: The role may require strong prioritization skills and resilience in the face of diverse client needs.

📈 Similar Roles Comparison

• Sales Representative vs. Account Executive: Focus shifts more towards maintaining client relationships.
• Customer Support vs. Account Executive: Emphasis on proactive sales and lead generation rather than reactive support.
• Marketing Associate vs. Account Executive: More hands-on client interaction and sales strategy involved.

ASSUMPTION: Comparisons highlight the proactive and strategic nature of the account management role in sales contexts.

📝 Sample Projects

• Develop a new client acquisition strategy
• Implement a lead nurturing campaign
• Design a performance metric tracking system

ASSUMPTION: These projects would likely focus on enhancing client engagement and optimizing resource use.

❓ Key Questions to Ask During Interview

• What are the criteria for success in this role?
• How is performance measured and rewarded?
• Can you describe the current dynamics of the team?
• What are some challenges the team is currently facing?
• How does this role contribute to the company's mission?

ASSUMPTION: These questions aim to uncover insights into the role's impact on team success and contributions to company goals.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Prepare for behavioral and situative interviews
• Research company values and align personal examples with them
• Follow up post-application with personalized thank-you notes
• Network with current or former employees for insights

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.