Branch Administrative Assistant - Scheduling, Ops & Onboarding

CrossCountry Mortgage, LLC; Issaquah (WA); On-site; USD 38,000 - 55,000; Full time

Benefits offered by this job

Competitive compensation plan

Medical

Dental

Vision

401K

Short-term disability

Employee assistance program

Wellness program

Job summary

CrossCountry Mortgage, LLC is seeking a Branch Administrative Assistant to provide high-level administrative support to the Branch Manager and keep the branch running smoothly. You will manage calendars, coordinate meetings, handle emails and correspondence, arrange travel, and monitor client and deal information in our CRM.

You will work in a fast-paced mortgage environment, apply independent judgment on requests, and cross-train across departments to support daily operations and ensure

Qualifications

• High School diploma or equivalent.
• Previous banking, financial services, or mortgage experience preferred, but not required.
• Excellent communication skills.
• Excellent time management and organization skills.
• Proficient in Microsoft Office.

Responsibilities

• Manage team’s and branch manager’s calendar; schedule a variety of business meetings via platforms such as Teams, Zoom, and Outlook.
• Manage emails, letters, packages, phone calls and other forms of correspondence.
• Arrange travel and reservations as needed.
• Independently create well-organized, grammatically correct emails.
• Use various software applications such as spreadsheets and relational databases to keep management and teams informed on clients and deals.
• Perform administrative duties such as conducting research, updating databases/CRM, and tracking tasks for follow-up.
• Support branches in area of responsibility in day-to-day operations, such as opening and tracking support tickets, resolving billing, and following up on outstanding documents.
• Assist branches with onboarding and offboarding procedures.
• Complete expense reports and reconcile receipts.
• Various personal administration tasks, as needed.
• Willing to cross-train in various departments.

Skills

Excellent communication skills

Time management

Organization

Proficient in Microsoft Office

Education

High School diploma or equivalent

Tools

Microsoft Office

Job description

CrossCountry Mortgage, LLC is seeking a Branch Administrative Assistant to provide high-level administrative support to the Branch Manager and keep the branch running smoothly. You will manage calendars, coordinate meetings, handle emails and correspondence, arrange travel, and monitor client and deal information in our CRM.

You will work in a fast-paced mortgage environment, apply independent judgment on requests, and cross-train across departments to support daily operations and ensure