Executive Assistant to Mortgage Loan Officer
6 days ago
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
- Manage day-to-day administrative tasks, including email and calendar management, lead tracking and follow-up, and assisting with marketing duties.
- Responsible for managing approximately 80 leads per month from initial contact to loan closing, ensuring all leads are followed up on promptly and thoroughly.
- 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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