Dylan Leister
Entry-Level Finance Professional | Recent B.S. in Finance Graduate | Account Executive Associate at NewDay USA
- Role
- Associate Account Executive at NewDay USA
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Dylan Leister
As a recent graduate with a Bachelor of Science in Finance, I am passionate about…
Experience
Associate Account Executive
Aug 2025 — Present · West Palm Beach, FL, US
Consult with veterans and their families on their VA home loan eligibility and options-Assist senior Account Executives with client onboarding, documentation, and loan processing-Manage inbound and outbound communications to educate clients on mortgage solutions-Maintain CRM systems with up-to-date client information and interaction history-Ensure compliance with lending guidelines and company policies.Collaborate with internal teams to streamline the loan application process.
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