Account Executive

Company: CGT Staffing
Location: Providence
Posted on: May 23, 2025

Job Description:

OBJECTIVE Be the driving force behind our relationships with individual decision-making accounts (loan officers, realtors)

Do not wait to apply after reading this description a high application volume is expected for this opportunity.
Acquire, retain and grow productive business relationships and sell the value of Equity.
Have meaningful business development conversations consistently and coach up your accounts to help them build their business overall and with us.
Be the first and best title/settlement partner for your accounts.
Make your accounts shine, one transaction at a time.

WHAT YOU WILL BE DOING Building and maintaining long-term producing relationships with assigned accounts (Loan Officers and Realtors) throughout the country that meet and exceed sales goals.
Setup each order for success by verifying and communicating about any information and unique requirements of the order/parties to the transaction.
Execute First Order and 'Realtor Reach Outs' processes in coordination with sales/marketing team
Train and educate accounts on Equity systems, processes, and products as well as industry updates.
Acting as your accounts' relational go-to resource for guidance and solutions for their business.
Championing your accounts and striving to make every loan a success story.
Identifying trends in account performance for sales opportunities and/or service enhancements and collaborate with appropriate sales and operations managers where needed.
Coordinate quarterly client (lender) on-site visits and monthly accountability call in coordination with other company sales and operations managers.

JOB REQUIREMENTS Ability to build rapport and maintain client relationships over time
3+ years account management and/or sales experience required
Experience with inputting and navigating information within Sale Force preferred
Strong collaboration and relationship management skills
Excellent organization, time management, and communication skills
Experience with handling customer escalations, balancing and maintaining expectations, and communicating successful resolutions
Knowledge of mortgage and title insurance industry preferred
High level of professionalism and responsiveness
Experience and comfort interacting with clients via phone and in person
Flexible schedule to ensure client inquiries are handled in a timely manner
Flexibility to travel for customer facing engagements

This is an inside sales position based in our operations center in Providence and focused exclusively on loan officers and realtors. This position is not an external sales position but does require limited travel.

Keywords: CGT Staffing, Providence , Account Executive, Other , Providence, Rhode Island