Administrative Assistant
We are seeking a highly organized and service-driven Admin Assistant to support a top-producing Loan Officer. The admin serves as the Executive and Administrative Assistant to the Loan Officer, overseeing lead management, calendar coordination, and database management while acting as the first point of contact for prospects, clients, and referral partners.
This role requires exceptional communication, time management, attention to detail, and a proactive mindset. The admin must always represent the Loan Officer and team professionally and strive to create a seamless "Wow-level" experience both internally and externally.
Bilingual in Spanish and English is a Plus+ but not required.
3+ Core Duties and Key Measurements
Client Care
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This role creates an amazing client experience right from the start.
Lead management
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Contact all newly received leads within four hours (or per LO direction)
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Maintain an 80%+ lead-to-consultation ratio
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Maintain a 60% plus lead-to-application ratio (or per LO direction)
Calendar management
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Set 20+ appointments weekly (or per LO direction)
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Ensure all appointments are scheduled prudently (triage)
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Confirm 100% of appointments at least 24 hours in advance
Database Management
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Coordinate 2+ monthly events
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Ensure 5+ monthly gifts are sent
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Manage 500+ mailers monthly
Miscellaneous
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Manage email inbox using the Delete, Defer, Do, Delegate
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Submit monthly expense reports
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And anything else required by the Loan Officer
Compensation - $36,000 per year plus health benefits
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