Job Type
Full-time
Description
About Us
Our mission is simple : we want to provide the very best in Mortgages. People love our products and people love working here too. We've been recognized as a "Top Workplace" for 5 years in a row.
What You'll Do
We are seeking a highly organized, proactive, and experienced Executive Assistant to support a high-performing Mortgage Loan Officer. The ideal candidate must have a proven track record as an Executive Assistant, preferably in a fast-paced environment such as mortgage, real estate, or finance. You will be responsible for managing day-to-day administrative tasks, including email and calendar management, lead tracking and follow-up, assisting with marketing duties, and ensuring seamless workflow across all client interactions. The ideal candidate must be a self-starter, possess excellent organizational skills, and take ownership of tasks with minimal supervision.
Key Responsibilities :
- Email Management :
- Handle the Loan Officer's inbox with precision and efficiency.
- Prioritize and filter important communications, respond to routine inquiries, and escalate urgent matters as needed.
- Ensure that all emails related to client interactions, follow-ups, and leads are responded to in a timely and professional manner.
2. Calendar Management :
Manage and maintain the Loan Officer's calendar with complete ownership.Schedule meetings, calls, and appointments with clients, real estate agents, and partners, ensuring no conflicts ariseCoordinate travel and event planning when necessary.3. Lead Management & Tracking :
Track and manage approximately 80 leads per month from initial contact to loan closing.Ensure all leads are followed up on promptly and thoroughly, updating the CRM system with relevant information and progress.Proactively engage with leads to maintain consistent communication and ensure no opportunities are missed.Monitor loan pipelines and track key milestones throughout the loan process, ensuring clients receive updates.4. Client Follow-Up :
Proactively follow up with clients and partners at key stages of the loan process.Provide updates to clients, respond to inquiries, and coordinate next steps in the mortgage approval process.Ensure that clients have a seamless and smooth experience by anticipating their needs and addressing concerns quickly.5. Assist with Marketing Duties :
Help prepare and distribute marketing materials, including email blasts and newsletters.Assist with blog post writing, ensuring content aligns with the Loan Officer's voice and messaging.Handle the scheduling and distribution of regular marketing communications, ensuring consistency and timely delivery.6. Administrative Tasks :
Assist with preparing pre-approvals, collecting required documents, and ensuring the smooth flow of all mortgage-related paperwork.Perform other administrative duties, including file management and database updates.The ideal candidate is a highly organized, results-driven professional who thrives in a fast-paced environment. They should have a track record of taking initiative, managing complex tasks with minimal oversight, and consistently delivering high-quality work. A strong sense of ownership, urgency, and attention to detail are critical to success in this role. Experience in mortgage or real estate is a strong plus.
If you are looking for a dynamic role where you can take full ownership of your responsibilities and help scale a successful mortgage business, we'd love to hear from you!
Requirements
Skills and Qualifications :
Proven Experience : Minimum 3-5 years of experience as an Executive Assistant, ideally in the mortgage, real estate, or finance sectors.Proactive and Self-Motivated : Must take ownership of tasks, show initiative, and be comfortable making decisions independently.Organizational Skills : Demonstrated ability to manage complex email inboxes, calendars, and multiple tasks simultaneously with accuracy and attention to detail.High Sense of Urgency : Ability to manage time-sensitive tasks and respond quickly to pressing matters.Strong Communication : Excellent verbal and written communication skills, able to interact professionally with clients, real estate agents, and business partners.Technologically Savvy : Proficient in CRM software (e.g., Salesforce), email marketing platforms (e.g., Mailchimp), and productivity tools like Google Workspace or Microsoft Office Suite.Confidentiality : Ability to handle sensitive information with the utmost discretion.Problem-Solving Skills : A critical thinker who can anticipate needs, troubleshoot issues, and present solutions.Detail-Oriented : Capable of managing intricate details related to loans, lead tracking, and client communications without oversight.Salary Description
25.00 - $38.46
Salary : $25 - $38
