Enterprise Account Representative
eLEND
- New York, New York, United States
- New York, New York, United States
Über
Why This Role Matters As an
Enterprise Account Representative , you are a foundational member of the Enterprise team, supporting broker relationships and ensuring a smooth, responsive experience across the wholesale channel. This role is designed as a growth opportunity for individuals entering or expanding within the mortgage industry. You’ll gain hands‑on exposure to broker engagement, loan‑level support, and operational coordination while working closely with senior team members. Your ability to stay organized, communicate effectively, and support day‑to‑day execution directly contributes to team efficiency and broker satisfaction.
Serve as a primary support contact for broker inquiries under the guidance of the Enterprise Account Executive
Provide timely, professional communication to brokers, loan officers, and processors
Manage inbound requests and assist with resolving routine questions, escalating more complex issues appropriately
Support outbound broker engagement efforts using CRM tools and communication platforms
Accurately log all broker interactions, requests, and follow‑ups within the CRM
Assist in distributing product updates, rate changes, and program information to brokers
Support the creation and delivery of marketing and informational materials
Coordinate with internal operations teams to assist with loan‑level support and ensure smooth workflows
Maintain organized records and ensure strong attention to detail across all tasks
Prioritize daily responsibilities to meet team deadlines and support overall productivity
Participate in team meetings, providing updates and actively learning from senior team members
Build foundational knowledge of mortgage products, programs, and the wholesale channel
Support additional tasks and initiatives as assigned
What You Bring
Foundational experience in customer service, support, or relationship‑focused roles
Strong interest in learning mortgage products, programs, and the wholesale lending environment
Clear and professional communication skills, both written and verbal
High level of organization with the ability to manage multiple tasks simultaneously
Comfort using CRM systems, email platforms, and standard business tools
Detail‑oriented mindset with strong follow‑through and accountability
Ability to work independently while also contributing to a team environment
Receptiveness to coaching, feedback, and continuous development
Positive attitude with a willingness to learn and take on new challenges
A Day in the Life
Responding to broker inquiries and providing support on basic loan or process‑related questions
Logging and tracking all interactions within the CRM to ensure visibility and follow‑up
Assisting with outreach efforts to maintain broker engagement
Sharing product updates, rate changes, and program information with brokers
Coordinating with internal teams to support loan‑level questions or requests
Organizing documentation and maintaining accurate records
Supporting the Enterprise Account Executive with daily priorities and workflow management
Participating in team meetings to stay aligned and continue learning
Physical Requirements Physical Requirements:
Prolonged periods of sitting and computer use
Frequent communication via phone, email, and virtual platforms Ability to manage multiple digital workflows simultaneously
Competitive compensation structure
Comprehensive health, dental, and vision coverage
401(k) plan
Paid time off and company holidays
Career development and growth opportunities within eLEND
Equal Opportunity for All eLEND is committed to fostering an inclusive workplace where diverse perspectives are valued. We provide equal opportunities based on experience, capability, and potential, ensuring every team member has the ability to grow and succeed.
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Sprachkenntnisse
- English
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