Mortgage Loan Partner

We are seeking a highly organized and service-driven Loan Partner 1 (LP1) to support a top-producing loan officer. The LP1 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. Being bilingual in both Spanish and English is a PLUS.

This role requires exceptional communication, time management, attention to detail, and a proactive mindset. The LP1 must always represent the Loan Officer and team professionally and strive to create a seamless "Wow-level" experience both internally and externally.

• Lead management – Contact all newly received leads within four hours (or per LO direction). Maintain an 80%+ lead-to-consultation ratio. Maintain a 60%+ lead-to-application ratio.
• 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 method. Submit monthly expense reports. Perform any other tasks required by the Loan Officer.
• Essential Duties – Track and manage all leads using the CRM and Lead Tracker; onboard new leads; schedule borrower appointments; provide lead reports; set and confirm appointments; review schedules; answer 90%+ of incoming calls; manage referral partner meetings; ensure the LO is prepared.
• Database Management (additional) – Maintain a clean, organized CRM; manage birthday and anniversary programs; coordinate client and partner events; support newsletters, handwritten notes, gifts, and post-closing follow-up.
• Additional Responsibilities – Keep the Loan Officer on track for daily priorities; manage LO email and incoming correspondence; support LO technology and tools; handle administrative duties; stay one step ahead of the Loan Officer.

• High school diploma or equivalent.
• Excellent verbal and written communication skills.
• Extreme attention to detail.
• Strong organization, time management, and follow-through.
• Ability to work under pressure and meet deadlines.
• Energetic, team player who wants to learn and grow.
• Highly motivated, coachable.
• Effective communicator with clients.

$40,000 - $45,000 per year + bonus.