Remote Mortgage Executive Assistant

About the Role:

We are seeking a highly organized and proactive Mortgage Executive Assistant to support a top-producing Loan Officer in the mortgage industry. This role requires exceptional time management, strong calendar coordination, professional email communication, event planning expertise, and a solid understanding of mortgage processes. If you thrive in a fast-paced environment and excel at managing multiple priorities, we’d love to hear from you!

Key Responsibilities:

• Calendar & Email Management: Efficiently manage schedules, coordinate meetings, and draft/respond to professional emails on behalf of the Loan Officer.
• Client Communication: Handle borrower calls, provide initial information, and escalate inquiries as needed.
• Mortgage Document Coordination: Assist in gathering, organizing, and tracking loan-related documents to support the loan process.
• Pipeline & Task Management: Monitor loan progress and deadlines to ensure smooth transactions.
• Event Planning: Plan and coordinate events, both virtual and in-person, to support business growth and client relationships.
• Administrative Support: Manage day-to-day tasks, including scheduling, reminders, and workflow optimization.

Qualifications & Requirements:

✅ Strong organizational skills with a keen attention to detail.
✅ Proficient in calendar management & scheduling (Google Calendar, Outlook, or similar).
✅ Excellent written & verbal communication—able to draft professional emails with clarity.
✅ Experience in the mortgage industry is highly preferred.
✅ Understanding of mortgage loan processes, documentation, and compliance.
✅ Ability to multitask and prioritize effectively in a remote setting.
✅ Event planning experience is a plus!
✅ Tech-savvy and comfortable using CRM systems, email platforms, and scheduling tools.

Work Schedule:

• Fully remote position (must be available to work PST hours).