Branch Administrative Specialist

CrossCountry Mortgage, LLC; Lacey (WA); On-site; USD 42,000 - 54,000; Full time

Job summary

CrossCountry Mortgage, LLC is seeking a Branch Administrative Assistant to provide high-level administrative support to the Branch Manager, manage calendars, emails, travel, and data tracking to keep the branch running efficiently.

The role emphasizes independent judgment, cross-training across departments, and handling multiple tasks with accuracy in a fast-paced mortgage environment.

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.

Responsibilities

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

Skills

Communication skills

Time management

Organization

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, manage calendars, emails, travel, and data tracking to keep the branch running efficiently.

The role emphasizes independent judgment, cross-training across departments, and handling multiple tasks with accuracy in a fast-paced mortgage environment.