Executive

• Assist clients through the loan process from application to closing and resolve client concerns
• Build and maintain relationships with referral sources and professionals to market the Rocket brand and help clients obtain real estate financing
• Consult with clients and analyze financial situations to determine appropriate loan products
• Evaluate credit, employment, income, assets, property, and other documents to determine financing eligibility
• Cultivate mortgage referral sources and market the value of working with Rocket Mortgage
• Advise and educate clients on home-buying, refinancing, and mortgage management
• Establish, develop, and maintain a book of business to drive referral volume and revenue
• Provide exceptional service to referral sources and clients
• Stay current on product offerings, qualifying parameters, and process changes
• Represent the Rocket brand at civic and community functions to support business development and lead flow

Executive Loan Officer

• Serve as a trusted advisor to SVPs, EVPs, and Chief Supply Chain Officers within Global 1000 organizations and government agencies
• Identify critical priorities, drive key initiatives, and achieve strategic business objectives
• Advise on strategy, organizational transformation, leadership development, and execution using Gartner insights and best practices
• Manage 25–30 member relationships and participate in account planning with Gartner Leadership Client Managers and Account Executives
• Help members achieve Mission Critical Priorities by leveraging appropriate Gartner assets
• Use subject matter expertise to create service solutions for members and multi-member accounts
• Assess member needs and develop customized engagement plans aligned with product strategy and deliverables
• Define and deliver innovative solutions
• Define and conduct on-site client briefings at client locations
• Participate in all phases of the member lifecycle: pre-sale, onboarding, relationship management, delivery, review, and renewal
• Support member retention and regional growth through prospect cultivation, account plan development, and value demonstration activities with Gartner Sales
• Host or participate in onsite member activities, including workshops, research analyst visits, round tables, and webinars
• Collaborate with internal cross-functional teams
• Share ideas and undertake initiatives to improve team performance

Executive jobs in Washington

Executive Loan Officer

Executive Partner, High Tech