Loan Office Assistant Executive Assistant

Responsibilities

• Schedule appointments, build the daily plan, defend focus time, and ensure timely arrival of every commitment.
• Triage incoming emails, respond to routine inquiries, forward and flag items as needed.
• Build, share, and hold the Senior Mortgage Banker accountable to outreach commitments.
• Aid in preparation, materials, and follow through on the Senior Mortgage Banker’s external coaching commitments.
• Support team meetings and coordination.
• Schedule, prepare content, and follow up on action items for team meetings.
• Manage client and referral partner appreciation programs.
• Support event coordination for team events, client appreciation events, and agent gatherings.
• Provide excellent customer service to team, customers, and referral partners.
• Collaborate with all of Flat Branch Operations Staff (Processing, Underwriting, Closing, Post-Closing, Shipping and Secondary).
• Implement comprehensive marketing strategies to drive business development and build strong client relationships.
• Manage CRM and its functions, including data entry, campaign facilitation, emails, phone calls, letters, and other necessary tasks.
• Manage appointments and organize business-related gatherings.
• Enhance relationships with clients and strategic referral partners through marketing documents.

Requirements

• Proficiency in Microsoft Excel.
• Technical proficiencies with Microsoft Teams, Outlook, and CRM (Total Expert) preferred.
• Extreme attention to detail.
• Excellent communication skills, both verbal and written, with the ability to deliver direct messages diplomatically.
• Self-starter and self-motivator.
• Prolonged periods of sitting at a desk and working on a computer.
• Occasional travel, although minimal, may be required throughout the year, as needed.
• Composed under pressure and discreet with confidential information.
• Spread company culture to each location.