Executive Assistant (On-Site or Hybrid Schedule - Nashville, TN)

cmgfi; Pacífico; Vor Ort; COP 186.451.000 - 248.602.000; Vollzeit

Zusammenfassung

cmgfi is seeking an Executive Assistant to support a Loan Officer in the Downtown Nashville area. The role offers full-time onsite or a hybrid schedule, with duties spanning daily task management, client communications, and pipeline organization.

The ideal candidate is highly organized, detail-oriented, and capable of handling sensitive information with discretion. Mortgage knowledge is a plus; proficiency in Microsoft Office is required.

Qualifikationen

• Must be able to work fulltime onsite or hybrid in Nashville.
• Excellent organization and attention to detail.
• Comfortable using Microsoft Office (Word, Excel, Outlook).
• Strong communication and a customer-first mindset.
• Experience in mortgage or real estate knowledge is a plus.

Aufgaben

• Help manage the Loan Officer's day-to-day tasks.
• Manage and respond to emails from clients and business partners.
• Answer and route calls during business hours.
• Help organize and maintain the Loan Officer's pipeline.
• Assist with borrower communication and follow-up.
• Help collect outstanding documents from clients.
• Keep files, tasks, and follow-ups organized throughout the loan process.
• Assist with marketing initiatives, social media, and events.
• Visit communities, builders, real estate offices, and referral partners as needed.

Kenntnisse

Customer focused

Detail oriented

Strong communicator

Organized

Adaptable

Tools

Microsoft Office

Jobbeschreibung

Are you someone who enjoys helping people, staying organized, and being a key part of a successful team? As an Executive Assistant, you'll play a vital role in creating a smooth, positive experience for our clients while supporting a high-performing Loan Officer throughout the loan process.

You'll be a key point of contact for clients, helping guide them from application through closing and ensuring important details and follow-ups stay on track. If you're detail-oriented, customer-focused, and thrive in a fast-paced environment, this could be a great fit.

This position is onsite at our Downtown Nashville, TN branch. We are open to someone who can work fulltime onsite or a hybrid schedule.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Help manage the Loan Officer's day-to-day tasks
• Manage and respond to emails from clients and business partners
• Answer and route calls during business hours
• Help organize and maintain the Loan Officer's pipeline
• Assist with borrower communication and follow-up
• Help collect outstanding documents from clients
• Keep files, tasks, and follow-ups organized throughout the loan process
• Assist with marketing initiatives, social media, and events
• Visit communities, builders, real estate offices, and referral partners as needed

QUALIFICATIONS AND EXPERIENCE:

• Must be able to work at our new Downtown Nashville, TN branch fulltime or a hybrid schedule
• Personable, positive, and professional when working with coworkers, clients, and business partners
• Highly organized and detail-oriented
• Ability to learn new technology and become comfortable using new systems and tools
• Marketing experience or an interest in learning marketing is highly preferred
• Mortgage and/or real estate knowledge is a plus but not required
• Previous administrative assistant or similar experience preferred
• Comfortable using Microsoft Office, including Word, Excel, and Outlook
• Strong communication skills and a customer-first mindset
• Able to thrive in a fast-paced, ever-changing environment
• Professional, dependable, and able to handle sensitive information with care

SUPERVISORY RESPONSIBILITIES: Direct Reports: N/A

PHYSICAL AND ENVIRONMENTAL CONDITIONS:

This role operates in an ADA-compliant office environment and utilizes typical office equipment, including computers and other standard office technology. The position may involve periods of stationary work as well as movement throughout the office during the day. Flexibility to work overtime, as needed, to meet business or project deadlines may be required.

COMPENSATION:

Compensation: This position offers a competitive base hourly rate plus performance-based bonus, with total target annual compensation ranging from $60,000 to $80,000, depending on experience, skills, qualifications, and performance.