Executive Administrative Assistant to Mortgage Loan Officer

Securitynational Mortgage - Santa Rosa, CA

Full-time - Mid Level

Santa Rosa, CA

Credit Intermediation and Related Activities

About the position

The Executive Administrative Assistant will provide high-level administrative support to a Mortgage Loan Officer at Security National Mortgage Company. This role is crucial for managing day-to-day tasks, ensuring efficient workflow, and enhancing client interactions in a fast-paced mortgage environment. The ideal candidate will be proactive, organized, and capable of handling multiple responsibilities with minimal supervision.

Responsibilities

• Handle the Loan Officer's email inbox with precision and efficiency, prioritizing important communications and responding to inquiries.
• Manage and maintain the Loan Officer's calendar, scheduling meetings and coordinating travel when necessary.
• Track and manage approximately 80 leads per month, ensuring timely follow-up and updates in the CRM system.
• Proactively follow up with clients and partners throughout the loan process, providing updates and addressing inquiries.
• Assist with preparing and distributing marketing materials, including email blasts and newsletters.
• Perform various administrative tasks, including file management and database updates.

Requirements

• Minimum 3-5 years of experience as an Executive Assistant, ideally in the mortgage, real estate, or finance sectors.
• Proactive and self-motivated with the ability to take ownership of tasks and make independent decisions.
• Demonstrated organizational skills to manage complex email inboxes and calendars with attention to detail.
• Ability to manage time-sensitive tasks and respond quickly to pressing matters.
• Excellent verbal and written communication skills for professional interactions with clients and partners.
• Proficient in CRM software (e.g., Salesforce), email marketing platforms (e.g., Mailchimp), and productivity tools like Google Workspace or Microsoft Office Suite.
• Ability to handle sensitive information with discretion and confidentiality.
• Strong problem-solving skills with a critical thinking approach to anticipate needs and troubleshoot issues.

Nice-to-haves

• Experience in the mortgage or real estate industry is a strong plus.

Benefits

• Competitive salary with potential for performance-based bonuses.