Executive Assistant to Mortgage Loan Officer

6 days ago


Santa Rosa, California, United States Security National Financial Corporation Full time

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.

Job Description

We are seeking a highly organized and proactive 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.

Responsibilities

  1. Manage day-to-day administrative tasks, including email and calendar management, lead tracking and follow-up, and assisting with marketing duties.
  2. Responsible for managing approximately 80 leads per month from initial contact to loan closing, ensuring all leads are followed up on promptly and thoroughly.
  3. Coordinate travel and event planning when necessary, and ensure that clients have a seamless and smooth experience by anticipating their needs and addressing concerns quickly.

Requirements

  • Minimum 3-5 years of experience as an Executive Assistant, preferably in the mortgage, real estate, or finance sectors.
  • Proactive and self-motivated individual who can take ownership of tasks, show initiative, and make decisions independently.
  • Strong organizational skills, able to manage complex email inboxes, calendars, and multiple tasks simultaneously.
  • Ability to handle sensitive information with discretion and maintain confidentiality.
  • Proficient in CRM software, email marketing platforms, and productivity tools like Google Workspace or Microsoft Office Suite.

What We Offer

A competitive salary, with potential for bonuses based on performance, and the opportunity to work with a successful mortgage business that values its employees and provides opportunities for growth and development.



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