Executive Assistant
6 days ago
**About the Role**:
The Executive Assistant will work closely with the broker, underwriters, and other team members to ensure efficient operations while maintaining the highest standards of client service and compliance.
**Key Responsibilities**:
- Manage client communications, follow-ups, and inquiries, ensuring timely and professional responses.
- Coordinate with lenders, referral partners, underwriters, and internal team members to facilitate smooth processes and timely closings.
- Maintain filing systems and CRM databases to ensure accurate, up-to-date client information and compliance with regulatory standards.
- Organize and schedule appointments, meetings, and various engagements, ensuring time and resources are effectively allocated.
- Handle a variety of administrative tasks as needed, maintaining a keen attention to detail while meeting deadlines.
- Anticipate needs, proactively take action, and follow instructions with precision in a demanding environment.
- Ensure all client and lender communications are streamlined, and all necessary documentation is prepared accurately and promptly.
- Adapt quickly to changing priorities and maintain an organized work environment in a fast-paced, deadline-driven setting.
**Qualifications**:
- Proven experience as an Executive Assistant, ideally within the mortgage, finance, or real estate industries.
- Strong organizational, time-management, and multitasking abilities.
- Exceptional communication skills, both written and verbal, with a customer-first mindset.
- High attention to detail, particularly when reviewing documents and maintaining client information.
- Ability to work independently, demonstrate initiative, and deliver results without direct supervision.
- Ability to anticipate needs, prioritize effectively, and take proactive steps in a fast-paced work environment.
- Knowledge of mortgage origination platforms, CRM systems, and mortgage-related software is a plus.
- Experience or knowledge of finance, mortgages, real estate, or related fields is highly desirable.
**Tools You’ll Use**:
- Calendar & Scheduling Platforms
- Mortgage Origination Platforms
- CRM Systems for Client & Lead Management
- Specialized Software for Mortgage Operations
**What You’ll Get**:
- A competitive salary, with compensation based on experience and performance.
- A full-time role with some flexibility in scheduling, while maintaining core office hours.
- Primarily in-office work, with the potential for hybrid options after the initial in-person training and onboarding period.
- Ample opportunity for long-term career growth and advancement as the business continues to expand, with the chance to take on more responsibility over time.
- A dynamic, collaborative, and supportive work environment where your contributions are recognized and personal and professional growth are encouraged.
If you're an organized, proactive individual with a strong work ethic and a passion for contributing to a growing business, we want to hear from you. This is a fantastic opportunity to be part of a dynamic, collaborative team where your efforts will directly impact the company’s success. This role offers a unique chance to grow your career in a fast-paced, supportive environment, with long-term growth potential and opportunities for advancement within a thriving organization. If you're ready for new challenges, eager to develop professionally, and want to make a real impact, we encourage you to apply. Please submit your resume, cover letter, and a brief explanation of why you're the perfect fit for this role.
Pay: $35,000.00-$65,000.00 per year
Schedule:
- Monday to Friday
- Weekends as needed
Application question(s):
- What specific aspects of the position interest you the most?
- What key attributes or past experiences make you confident that you would excel in this position?
- Do you have any previous administrative experience in finance related position?
- What are the essential qualities, responsibilities, and career development opportunities you prioritize when evaluating a job, and how do these align with your long-term professional goals?
- What are some aspects, factors, or deal-breakers you would want to avoid in a job position or work environment?
**Experience**:
- Administrative: 2 years (required)
Work Location: In person
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