Loan Partner - Administrative Assistant

We are hiring a high-level organizer and executor to become the operational backbone of a top-producing mortgage branch.

You will work directly with the branch manager/loan officer daily and help run the business behind the scenes so he can stay focused on clients, relationships, and growth.

This is not an entry-level admin job.

This is a trust position inside a fast-paced, relationship-driven business. If you naturally:

• Take ownership of problems without being asked
• Anticipate needs before someone asks
• Enjoy being the person who keeps everything running smoothly
• Prefer structure, checklists, and systems
• Feel satisfaction when others succeed because of your preparation — you will thrive here
• If you need constant direction or prefer repetitive tasks, you will not enjoy this role

Your mission: protect the Loan Officer’s time, elevate the client experience, and keep the business organized.

Executive Support & Time Management

• Manage the loan officer's calendar and schedule all appointments
• Confirm appointments and prepare meeting notes in advance
• Monitor and triage the email inbox
• Maintain a daily task list and priorities
• Ensure workflow stays on track and organized

Client Experience & Relationship Management

• Manage database and follow-up systems
• Send thank-you notes, birthday messages, and client touches
• Coordinate gifts and appreciation programs
• Assist with borrower meetings and document collection
• Handle client and agent communication when appropriate

Operations & Team Coordination

• Track team stats and reporting
• Assist with disclosures and outstanding items
• Maintain records and organization systems
• Support other team members and processors
• Keep the office environment prepared and professional

Marketing & Event Support

• Coordinate client and realtor events
• Help execute marketing campaigns and materials
• Maintain follow-up touchpoints and communication plans

We hire personality and mindset first.

You Must Be:

• Extremely detail-oriented
• Calm under pressure
• Comfortable managing a busy professional’s schedule
• Organized and structured
• Proactive (you solve problems before asked)
• Service-minded and professional
• Able to maintain confidentiality

Preferred Experience

• Mortgage, real estate, or banking experience
• CRM/database management
• Customer service or hospitality background

$36,000 - $45,000 yearly

About The Mortgage Firm

We are a high-energy, growth-oriented mortgage office focused on excellent service, strong relationships, and consistent execution. You’ll work directly with the branch manager and have a visible impact on the success of the business every day.

Headquartered in Orlando, Florida, The Mortgage Firm has been providing quality real estate financing for over 25years. With a proven track record, we serve the lending needs of real estate professionals, builders, and individual home buyers.

Our qualified and licensed professionals offer expertise in every area of mortgage lending.