Mortgage Loan Partner - Administrative Assistant
$37,440–$49,920 year
Remote
Job Summary
Oversee the Loan Officer's lead, calendar, and database management while directly communicating with new leads, active prospects, customers, clients, and business partners daily. Professionally represent the Loan Officer and team, ensuring a smooth workflow and strong team chemistry through excellent verbal and written communication. Manage multiple priorities in a fast-paced environment with strong organizational skills, maintaining confidentiality and accuracy in data entry and documentation. Proficient in Microsoft Office Suite and comfortable learning new technology platforms and CRM systems. Requires a high school diploma, two years of experience in administrative or mortgage support, and familiarity with mortgage loan origination systems.
Required Qualifications
- High school diploma or equivalent
- Associate's or Bachelor's degree
- Minimum of 2 years of experience in an administrative, executive assistant, customer service, or mortgage/real estate support role
- Excellent verbal and written communication skills
- Professional and positive demeanor
- Exceptional organizational skills
- Ability to manage multiple priorities in a fast-paced environment
- Strong attention to detail
- Commitment to accuracy in data entry and documentation
- Proficiency in Microsoft Office Suite (Outlook, Word, Excel)
- Ability to learn new technology platforms and CRM systems
- Ability to maintain confidentiality
- Sound judgment when handling sensitive information
- Self-motivation
- Ability to work independently
- Ability to contribute effectively to a team
- Strong problem-solving skills
- Ability to anticipate needs
- Ability to proactively resolve issues
- Excellent time management skills
- Ability to consistently meet deadlines
Desired Qualifications
- Previous experience in the mortgage, banking, real estate, or financial services industry
- Familiarity with mortgage loan origination systems (LOS)
- Familiarity with CRM platforms
- Familiarity with electronic document management systems
- Experience managing executive calendars
- Experience managing client communications
- Experience managing database maintenance
- Knowledge of the home loan process from application through closing
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