Administrative/Executive Assistant - Mortgage Experience

Descripción de la oferta

Are you organized, detail-oriented, and passionate about providing an excellent client experience? We are looking for an Administrative/Executive Assistant to support our Loan Officer in managing leads, calendar, and database to ensure smooth workflow and satisfied clients.

What you’ll do:
Lead Management
Contact new leads within 4 hours
Maintain 80%+ lead-to-consultation ratio.
Maintain 60%+ lead-to-application ratio
Log and track all leads accurately in CRM.
Generate daily, monthly, quarterly, and annual lead reports.

Calendar and Scheduling
Schedule 20+ appointments weekly
Confirm 100% of appointments at least 24 hours in advance.
Review and prepare next-day schedules before end of day.
Answer at least 90% of incoming calls for the Loan Officer and team.
Coordinate ongoing business partner meetings and “Power Hour” sessions.

Database and Client Engagement
Maintain an organized CRM and contact database.
Coordinate 2+ monthly client or partner events.
Manage gift and mailer programs (5+ gifts and 500+ mailers monthly).
Execute quarterly communications (letters, newsletters, and success updates).
Manage birthday and home anniversary campaigns.

Other Responsibilities
Ensure Loan Officer stays on track for all daily commitments.
Manage inbox and correspondence.
Support technology tools and systems.
Anticipate needs and proactively support administrative tasks.

What we’re looking for:
Experience in the mortgage or lending industry is required.
High school diploma or equivalent (college preferred).
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, OneNote).
Excellent verbal and written communication skills.
Strong organizational and time management skills.
Ability to prioritize, multitask, and perform under pressure.
Experience with CRM or database management.

Requerimientos

• Educación mínima: Educación media superior -Bachillerato General
• Menos de 1 año de experiencia
• Idiomas: Inglés

Palabras clave: ayudante, asistente, auxiliar, aux, auxiliary, assistant, helper, aide

Ayer (actualizada)

Acerca de Human Quality.

Una Empresa mexicana dedicada desde hace mas de 20 años a la Administración y Desarrollo del recurso mas importante que posee tu empresa, el Capital Humano.

Nuestras herramientas de última generación en el manejo de Recursos Humanos y los servicios que ofrecemos, nos permiten cuidar el personal de tu empresa, para que tengas una real ventaja competitiva, todo esto, para que ustedes se enfoquen en su Core Business.

El Business Intelligence que hemos desarrollado gracias a...

Una Empresa mexicana dedicada desde hace mas de 20 años a la Administración y Desarrollo del recurso mas importante que posee tu empresa, el Capital Humano.

Nuestras herramientas de última generación en el manejo de Recursos Humanos y los servicios que ofrecemos, nos permiten cuidar el personal de tu empresa, para que tengas una real ventaja competitiva, todo esto, para que ustedes se enfoquen en su Core Business.

El Business Intelligence que hemos desarrollado gracias al talento y capacitación con continua de nuestro equipo, nos ha llevado a especializarnos en:

Head Hunting, Reclutamiento y Selección , Administración de Personal , , Maquila de Nómina, Consultoría en Sueldos, Investigación Laboral, Estudios Socioeconómicos, Exámenes Psicométricos.
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