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

This role creates an amazing client experience right from the start.

Lead management

Contact all newly received leads within four hours (or per LO direction)
Maintain an 80%+ lead-to-consultation ratio
Maintain a 60% plus lead-to-application ratio (or per LO direction)

Calendar management

Set 20+ appointments weekly (or per LO direction)
Ensure all appointments are scheduled prudently (triage)
Confirm 100% of appointments at least 24 hours in advance

Database Management

Coordinate 2+ monthly events
Ensure 5+ monthly gifts are sent
Manage 500+ mailers monthly

Miscellaneous

Manage email inbox using the Delete, Defer, Do, Delegate
Submit monthly expense reports
And anything else required by the Loan Officer

Compensation - $36,000 per year plus health benefits