Mortgage Loan Executive Assistant

Job Overview

The Loan Partner One (LP1) is an Executive/Administrative Assistant who oversees the Loan Officer’s lead, calendar, and database management. The LP1 communicates daily with new leads, active prospects, customers, clients, and business partners to ensure a smooth workflow and strong team chemistry. The role requires professional representation of the Loan Officer and team, with a focus on consistently "wow"ing both internal and external stakeholders.

• Manage the Loan Officer’s calendar and appointments.
• Maintain and update the loan database.
• Communicate directly with leads and prospects to guide them through the loan process.
• Coordinate with customers, clients, and business partners to facilitate timely actions.
• Represent the team professionally in all interactions.
• Prioritize tasks and manage time effectively to support the Loan Officer’s objectives.

• Strong communication abilities.
• Excellent time management and prioritization.
• Proficient data entry and record keeping.
• Ability to maintain a professional demeanor and foster strong team chemistry.

• Be part of one of the biggest mortgage coaching communities in the country.
• Strong company culture.
• Coaching and professional development opportunities.

$60,000 – $65,000 yearly

Entry level

Full-time

Finance and Sales

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