Administrative/Executive Assistant - Mortgage Experience

Human Quality.; San Luis Potosí; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A leading staffing firm in San Luis Potosí is seeking an organized Administrative/Executive Assistant to support the Loan Officer in managing leads and schedules. The ideal candidate will have experience in the mortgage or lending industry and strong skills in Microsoft Office and CRM management. Responsibilities include scheduling appointments, managing databases, and ensuring client satisfaction.

Formación

• Experience in the mortgage or lending industry is required.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, OneNote).
• Ability to manage and track leads accurately in a CRM.

Responsabilidades

• Contact new leads within 4 hours.
• Schedule 20+ appointments weekly.
• Maintain organized CRM and contact database.
• Coordinate monthly client events.
• Support technology tools and systems.

Conocimientos

Organizational skills

Time management

Verbal communication

Written communication

Multitasking

CRM management

Microsoft Office Suite

Educación

High school diploma or equivalent

College preferred

Descripción del empleo

Are you organized, detail-oriented, and passionate about providing an excellent client experience? We are looking for an Administrative/Executive Assistant to support our Loan Officer in managing leads, calendar, and database to ensure smooth workflow and satisfied clients.

What you’ll do:

Lead Management

• Contact new leads within 4 hours
• Maintain 80%+ lead-to-consultation ratio.
• Maintain 60%+ lead-to-application ratio
• Log and track all leads accurately in CRM.
• Generate daily, monthly, quarterly, and annual lead reports.

Calendar and Scheduling

• Schedule 20+ appointments weekly
• Confirm 100% of appointments at least 24 hours in advance.
• Review and prepare next-day schedules before end of day.
• Answer at least 90% of incoming calls for the Loan Officer and team.
• Coordinate ongoing business partner meetings and “Power Hour” sessions.

Database and Client Engagement

• Maintain an organized CRM and contact database.
• Coordinate 2+ monthly client or partner events.
• Manage gift and mailer programs (5+ gifts and 500+ mailers monthly).
• Execute quarterly communications (letters, newsletters, and success updates).
• Manage birthday and home anniversary campaigns.

Other Responsibilities

• Ensure Loan Officer stays on track for all daily commitments.
• Manage inbox and correspondence.
• Support technology tools and systems.
• Anticipate needs and proactively support administrative tasks.

What we’re looking for:

• Experience in the mortgage or lending industry is required.
• High school diploma or equivalent (college preferred).
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, OneNote).
• Excellent verbal and written communication skills.
• Strong organizational and time management skills.
• Ability to prioritize, multitask, and perform under pressure.
• Experience with CRM or database management.

• -Requerimientos- Educación mínima: Educación media superior -Bachillerato General
• Menos de 1 año de experiencia
• Idiomas: Inglés
• Palabras clave: ayudante, asistente, auxiliar, aux, auxiliary, assistant, helper, aide