Client Development Associate

Acra Lending•Irvine, CA

70d

About The Position

At Acra Lending our employees enjoy an opportunity to work with great people. We celebrate several events throughout the year accompanied by raffles and giveaways for employees nationwide. We are especially proud to give back to our community and truly enjoy one another's company. We are looking for candidates to join our team who are passionate about their vocation. Who are committed to making a contribution and are looking to gain experience in order to grow in their career. Our headquarters are located on a beautiful campus in Irvine, California and if you work out of our Irvine office we can also provide a free gym membership. Summary Work directly with Business Development Officers (BDO) to support their business development activities. Assist BDO(s) in developing and managing correspondent client (“Seller”) relationships, sourcing new client relationships and increasing loan purchases from correspondent sellers.

Requirements

Excellent verbal and written communication skills.
Experience with Microsoft Excel and ability to compile and analyze data.
Minimum of 2 years of experience in sales or customer management/support role.
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to write simple correspondence.
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Ability to apply common sense understanding to carry out detailed instructions.
Ability to deal with problems involving a few concrete variables in standardized situations.
Advanced knowledge of Microsoft Office applications (Word, Excel, Outlook, etc).

Responsibilities

Study and train under the direction of a BDO to become knowledgeable about Acra Correspondent lending loan programs, guidelines and operational processes.
Goal of position is to within 6 months begin sourcing, approving and supporting new accounts acquired independently of the BDO under which they study and train.
Learn how to source and approve new correspondent clients.
Support partnered BDO in the sourcing and approving of new correspondent clients.
Learn how to train clients on operational policies and procedures.
Support partnered BDO in training correspondent clients on operational policies and procedures.
Guide/instruct clients on documents required for qualified eligibility review submissions.
Track, manage report, and call on prospective clients.