#WeAreAFR
Ready to unlock the doors to homeownership for thousands of Americans? As a national residential mortgage lender, we're passionate about helping homeowners, homebuyers, and mortgage pros in achieving their financing goals. The crew behind American Financial Resources (AFR) is looking for a Strategic Account Representative to extend the impact of Account Executives and cultivate and maintain strong relationships with mortgage brokers. This role will partner with account executives to provide exceptional customer service, product knowledge, and efficient operational support, ultimately contributing to the growth and success of the wholesale channel.
In this role you will…
- Serve as a primary point of contact for brokers, ensuring clear and consistent communication.
- Foster strong, long-lasting relationships through personalized outreach and exceptional service.
- Proactively address broker inquiries and concerns, resolving issues efficiently or escalating as needed.
- Use strong communication and customer service skills to assist with incoming inquiries from consumers, answering questions and addressing concerns effectively.
- Regularly update and educate brokers on product changes, rates, services, technology, and program updates using email, calls, or other communication platforms.
- Assist in crafting and distributing marketing and informational materials about mortgage products.
- Collaborate closely with account executives and team members to achieve shared goals and deliver exceptional client experiences.
- Participate in team meetings to share updates, provide feedback, and contribute to strategic discussions.
- Apply product and program knowledge to answer broker questions confidently and make appropriate recommendations.
- Utilize CRM tools to track broker interactions, requests, and resolutions.
- Organize and prioritize tasks to meet deadlines and ensure efficient operations.
- Work closely with account executives and other team members to align on goals, share updates, and ensure a cohesive client experience.
- Manage and prioritize tasks to meet deadlines efficiently, ensuring no client requests fall through the cracks.
- Fulfill other related duties, as needed.
You would be great for this role if you…
- Have a strong background in customer service and relationship building.
- Are familiar with mortgage programs and products or have a willingness to learn quickly.
- Are capable of handling diverse requests and adjusting to the dynamic needs of clients.
- Can manage outbound communications, program updates, and assist in product offerings with attention to detail.
- Problem solve issues efficiently, and in collaboration with partners and clients when needed.
- Possess excellent communication and interpersonal skills.
- Are highly organized and detail oriented.
- Are self-motivated with the ability to meet deadlines autonomously.
- Are proficient in CRM tools, email platforms, and other relevant technologies.
- Have a well-rounded understanding of the mortgage industry, specifically in the wholesale channel.
- Learn quickly and are adaptable to change.
- Approach new challenges with a can-do attitude.
- Enjoy collaborating with others and working as a team.
Equal Opportunity for All
AFR recognizes and appreciates the rich array of talents and perspectives that equal employment and diversity can offer the company. As an equal opportunity employer, we are committed to making all employment decisions based on competence, education, experience, and fundamental talent. We prohibit discrimination and harassment of any kind, including but not limited to discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, physical abilities or disabilities, or veteran status.
