Administrative Assistant for Mortgage Team

• Location: United States
• Workplace: Remote
• Salary: $50,000 per year

Job Summary

Looking for a professional, reliable and customer-oriented Administrative Assistant to work remotely with a mortgage team and Loan Officer. Successful candidates will have the opportunity to assist in the daily operations of leads, appointments, client communications, CRM records, scheduling, reporting and managing.

Excellent communication, organising, time management, customer service and follow through skills are important to this role. The Administrative Assistant will be a key touchpoint for prospects, clients and referral partners as well.

Key Responsibilities

• Call new leads within 4 hours of receiving a lead / Loan Officer’s directions.
• Keep Leads and Lead Tracker up-to-date in the CRM.
• Make and confirm borrower, client and referral partner appointments.
• Schedule 20+ appointments each week (as needed for business).
• Discuss and plan programme for the next day.
• Take and provide business telephone calls.
• Maintain good and tidy CRM and Database files.
• Create reports for all Lead in Water events – daily, monthly, quarterly, and annual.
• Conduct client event and referrals partner events.
• Schedule birthday, home anniversary and gifts, newsletters, mailings and follow up activities.
• Assist to keep email inbox and receiving email clean.
• Create monthly expense reports, support technology and administrative tools.
• Anticipate what the Loan Officer needs and help to keep the daily agenda on track.
• Do other administrative tasks as required.

Qualifications

The candidate should be good in providing excellent customer service, communication skills, organized, have good time management skills, be detail oriented and be able to work well under pressure and deadlines. Candidates should feel at ease making telephone calls, operating technology and learn to use new software and tools with ease.

Education: High School Diploma or Equivalent.

If you like to work alone and are team oriented and organized, and you want to join an administrative role in mortgage from a distance, then this job position is for you.