About Visio Lending

Why We Love Working at Visio:

We at Visio are passionate about working together towards our goals to continually push this company forward.  We innovate, collaborate, celebrate team successes, and recognize individual accomplishments.  Every position and every person matters here.  We value our employees, and we like to promote from within, so as the company continues to grow so can you.

How to Apply?

To be considered for employment, please submit your application online.  While we appreciate all the interest we receive, only candidates selected for phone screening, or an interview will be contacted directly.  You will receive application status alerts via email so make sure your email address is accurate.

Note: Incomplete applications will not be considered.  Unanswered application questions or responses indicating “see resume” will be considered incomplete and you will be removed from consideration.

Visio Financial Services, Inc. is an Equal Opportunity Employer

The Opportunity

We are looking for an Account Executive Assistant to provide administrative support to an assigned Sr. Account Executive within the loan origination process.   

You will provide support to the Sales Department by:

• Aiding and supporting in administrative and marketing duties that support the assigned Sr. Account Executive
• Inputting loan applications, collecting loan information and loan documents, and utilizing appropriate Customer Relationship Management (CRM)
• Conducting follow-up calls to brokers, customers, and prospects
• Facilitating the loan process procedure to ensure loans move to processing, gathering required documentation, utilizing DocuSign, and ordering title and appraisals
• Managing and responding appropriately to all correspondence, planning, and scheduling meetings, calls, and appointments as needed
• Ensuring all required documentation is fully completed, organized, and retained according to established processes
• Entering data into spreadsheets and/or loan databases
• Performing special projects, research, and/or analysis as needed
• Completing other assigned tasks and projects per business needs
• Work Schedule: Monday – Friday: 8:30 am – 5:30 pm 
• Available Remote Locations: AL, AZ, FL, GA, IL, IA, KS, KY, LA, MO, NC, OH, SC, TX, UT, WI
• Starting Salary Range: $21.00 - 22.15/hr. (This position is Non-Exempt/Non-Management)

What We Are Looking For

• Someone with 2 years of administrative experience
• Someone with an HS/GED equivalent
• Someone with the ability to use standard office equipment including laptop, telephone, headphone/ear-bud devices, and other peripheral electronics
• Someone with knowledge of Microsoft Office products including Outlook, Teams, SharePoint, Word, and Excel
• Someone who is a motivated self-starter, organized, disciplined, and service-oriented attitude
• Someone with attention to detail & accuracy
• Someone with the ability to prioritize and multitask in a fast-paced environment for top-producing Sr. Account Executive/Loan Originator
• Someone with strong interpersonal, written, and verbal communication skills
• Internal Applicants: 6 months of Visio Lending work experience which includes no disciplinary actions within the last 3 months. Current Manager notification is needed in order to apply for a vacant position. Any applicant that does not meet these conditions will require approval from the executive team member over the hiring department prior to extending a job offer 

What We Prefer to Find:

• Someone with 4 years of administrative experience within a related industry
• Someone who has working  experience with SalesForce