Account Executive I

Truist Financial
Chicago
Workplace: RemoteFull timeUSD 50,000 - 70,000 annuallyFunction: SalesEducation: associatesSkills: ["Communication","Organizational skills","Math aptitude","Self-starter"]

Build and maintain long-lasting client relationships by delivering competitive loan products to Agent/Broker clients. Evaluate loan opportunities, underwrite credit risk within authority, and provide executable loan commitments and binding agreements aligned to borrower needs. Quote, negotiate, and follow up on new and renewal opportunities, tracking territory performance and sales activity in CRM. Coordinate with Underwriting and Loan Processing to ensure accurate, compliant documentation and approvals.

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Truist Financial
Truist Financial
4 days ago

Account Executive I

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Last checked: 8 hours agoStatus: Live

Job Summary

Build and maintain long-lasting client relationships by delivering competitive loan products to Agent/Broker clients. Evaluate loan opportunities, underwrite credit risk within authority, and provide executable loan commitments and binding agreements aligned to borrower needs. Quote, negotiate, and follow up on new and renewal opportunities, tracking territory performance and sales activity in CRM. Coordinate with Underwriting and Loan Processing to ensure accurate, compliant documentation and approvals.
Location: Chicago
Workplace: Remote
Employment Type: Full time
Job Function: Sales
Seniority: Entry level

Key Responsibilities

  • •Perform quoting, underwriting, price negotiation, and telemarketing efforts for an assigned territory while meeting credit, profitability, and budget objectives.
  • •Build and develop solid agent client relationships by delivering timely quotes, contracts, and related information.
  • •Make outbound calls to solicit business opportunities and track relationship-level sales data in CRM.
  • •Report lost quote opportunities and provide marketing intelligence for the territory.
  • •Coordinate with Loan Processing to review documents for completeness, accuracy, compliance, and approvals within assigned authority limits.
Travel: Low travel

Pay and Benefits

Salary: USD 50,000 - 70,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key Requirements

  • •Associate's degree (or equivalent education/training).
  • •Demonstrated proficiency with basic computer applications such as Microsoft Office.
  • •Excellent written and verbal communication skills.
  • •Excellent organizational skills.
  • •Strong math aptitude and ability to travel occasionally overnight.
Education:Associate's
Skills:CommunicationOrganizational skillsMath aptitudeSelf-starter
Languages:English
Tech Stack:Microsoft OfficeCRM

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn