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. This role requires exceptional communication, time management, attention to detail, and a proactive mindset.

The LP1 must professionally represent the loan officer and team at all times, striving to create a seamless "Wow-level" experience both internally and externally.

• 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 (or per LO direction)
• 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
• Coordinate 2+ monthly events
• Ensure 5+ monthly gifts are sent
• Manage 500+ mailers monthly
• Manage email inbox using Delete, Defer, Do, Delegate approach
• Submit monthly expense reports
• Perform any other duties required by the loan officer
• Track and manage all leads using the CRM and Lead Tracker
• Onboard all new leads into the CRM
• Obsess over lead-tracking ratios
• Schedule borrower appointments (phone, video, in-person)
• Provide daily, monthly, quarterly, and annual lead reports
• Set and confirm 100% of appointments for the loan officer
• Review next-day schedules before end of day
• Answer 90%+ of incoming calls for the LO and team
• Manage recurring referral partner meetings
• Ensure the LO is prepared for daily phone and appointment blocks
• Maintain a clean, organized CRM
• Manage birthday and home anniversary programs
• Coordinate client and partner events
• Support newsletters, handwritten notes, gifts, and post-closing follow-up
• Keep the loan officer on track for daily priorities
• Manage LO email and incoming correspondence (if applicable)
• Support LO technology and tools
• Handle administrative duties as needed
• Stay one step ahead of the loan officer at all times

• High school diploma or equivalent
• Tech-savvy, fast learner
• Excellent verbal and written communication skills
• Strong organization, time management, and follow-through
• Ability to work under pressure and meet deadlines
• Great team player who is energetic, excited to work, and loves making calls

$50,000 per year