Job Description

About the Role:

Independent mortgage broker is seeking an experienced and highly motivated Executive Assistant to support the day-to-day operations of the growing business. This fast-paced role requires a detail-oriented, adaptable, and proactive individual with strong communication skills. The position will involve a variety of administrative tasks, including client and lender communications, document preparation, mortgage application reviews, and schedule management. The role offers long-term growth potential as the business expands, with opportunities to take on increasing responsibilities over time.

The Executive Assistant will work closely with the broker, underwriters, and other team members to ensure efficient operations while maintaining the highest standards of client service and compliance.

Key Responsibilities:

Manage client communications, follow-ups, and inquiries, ensuring timely and professional responses. Review mortgage applications, prepare necessary documentation, and organize files to maintain an efficient workflow. Coordinate with lenders, referral partners, underwriters, and internal team members to facilitate smooth processes and timely closings. Maintain filing systems and CRM databases to ensure accurate, up-to-date client information and compliance with regulatory standards. Organize and schedule appointments, meetings, and various engagements, ensuring time and resources are effectively allocated. Handle a variety of administrative tasks as needed, maintaining a keen attention to detail while meeting deadlines. Anticipate needs, proactively take action, and follow instructions with precision in a demanding environment. Ensure all client and lender communications are streamlined, and all necessary documentation is prepared accurately and promptly. Adapt quickly to changing priorities and maintain an organized work environment in a fast-paced, deadline-driven setting.

Qualifications:

Proven experience as an Executive Assistant, ideally within the mortgage, finance, or real estate industries. Strong organizational, time-management, and multitasking abilities. Exceptional communication skills, both written and verbal, with a customer-first mindset. High attention to detail, particularly when reviewing documents and maintaining client information. Ability to work independently, demonstrate initiative, and deliver results without direct supervision. Ability to anticipate needs, prioritize effectively, and take proactive steps in a fast-paced work environment. Knowledge of mortgage origination platforms, CRM systems, and mortgage-related software is a plus. Experience or knowledge of finance, mortgages, real estate, or related fields is highly desirable.

Tools You'll Use:

Calendar & Scheduling Platforms Email systems Mortgage Origination Platforms CRM Systems for Client & Lead Management Specialized Software for Mortgage Operations

What You'll Get:

A competitive salary, with compensation based on experience and performance. A full-time role with some flexibility in scheduling, while maintaining core office hours. Primarily in-office work, with the potential for hybrid options after the initial in-person training and onboarding period. Ample opportunity for long-term career growth and advancement as the business continues to expand, with the chance to take on more responsibility over time. A dynamic, collaborative, and supportive work environment where your contributions are recognized and personal and professional growth are encouraged.
If you're an organized, proactive individual with a strong work ethic and a passion for contributing to a growing business, we want to hear from you. This is a fantastic opportunity to be part of a dynamic, collaborative team where your efforts will directly impact the company's success. This role offers a unique chance to grow your career in a fast-paced, supportive environment, with long-term growth potential and opportunities for advancement within a thriving organization. If you're ready for new challenges, eager to develop professionally, and want to make a real impact, we encourage you to apply. Please submit your resume, cover letter, and a brief explanation of why you're the perfect fit for this role.

Job Type: Full-time

Pay: $35,000.00-$65,000.00 per year

Schedule:

Monday to Friday Weekends as needed
Application question(s):

What specific aspects of the position interest you the most? What key attributes or past experiences make you confident that you would excel in this position? Do you have any previous administrative experience in finance related position? What are the essential qualities, responsibilities, and career development opportunities you prioritize when evaluating a job, and how do these align with your long-term professional goals? What are some aspects, factors, or deal-breakers you would want to avoid in a job position or work environment? What qualities, skills, or experiences do you have that make you feel particularly well-suited for this position, and how do they set you apart from other candidates?
Experience:

Administrative: 2 years (required)
Work Location: In person