Administrative Assistant For Mortgage Team

GoRascal, INC; Arizona; Hybrid; USD 48.000 - 52.000; Vollzeit

Zusammenfassung

GoRascal, INC seeks a highly organized Loan Partner 1 to support a top-producing loan officer. The LP1 acts as executive/administrative assistant, handling lead management, calendar coordination, and database upkeep while serving as the first contact for prospects, clients, and referral partners.

The role demands excellent communication, time management, and a proactive mindset. This position requires delivering a seamless, Wow-level experience for both internal teams and external partners,

Qualifikationen

• Excellent communication and organizational skills.
• Experience with CRM and lead-tracking systems.
• Ability to manage calendars and appointments efficiently.
• Professional representation of the Loan Officer and team.

Aufgaben

• Lead management and timely follow-up on new leads.
• Onboard new leads into the CRM.
• Maintain lead-tracking ratios and generate reports.
• Schedule and confirm borrower appointments.
• Coordinate client and partner events.
• Prepare daily, monthly, quarterly lead reports.

Kenntnisse

Lead management

Calendar management

CRM proficiency

Communication

Time management

Tools

CRM software

Lead Tracker

Jobbeschreibung

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 and strive to create a seamless "Wow-level" experience both internally and externally.

3+ Core Duties and Key Measurements

Lead management

• Contact all newly received leads within four hours (or per LO direction)
• Maintain an 80%+ lead-to-consultation ratio
• Maintain a 60% plus lead-to-application ratio (or per LO direction)

Calendar management

• 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

Database Management

• Coordinate 2+ monthly events
• Ensure 5+ monthly gifts are sent
• Manage 500+ mailers monthly

Miscellaneous

• Manage email inbox using the Delete, Defer, Do, Delegate
• Submit monthly expense reports
• and anything else required by the Loan Officer

Essential Duties of This Position

• Lead Management: Track and manage all leads using the CRM and Lead Tracker
• Onboard all new leads into the CRM
• Maintain and obsess over lead-tracking ratios
• Schedule borrower appointments (phone, video, or in-person)
• Provide daily, monthly, quarterly, and annual lead reports
• Calendar & Scheduling: 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
• Database Management: 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

Additional Responsibilities

• 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

Compensation: $50,000 per year