Mortgage Administrative Assistant: Lead & CRM Pro

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

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.