Executive Assistant

CCM CrossCountry Mortgage, LLC; San Juan Capistrano (CA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401K

Company-provided short-term disability

Employee assistance program

Wellness program

Job summary

CrossCountry Mortgage, LLC is seeking an Executive Assistant to provide high‑level administrative and client‑support services to our executive leadership. The role acts as a central hub for scheduling, communications, marketing coordination, and client engagement in a fast‑paced environment.

You will manage calendars, draft professional correspondence, coordinate travel, and support operational and branding initiatives while maintaining confidentiality and discretion across multiple priorities.

Qualifications

• Mortgage industry experience preferred.
• Experience with CRM platforms and scheduling tools preferred.
• Excellent organization and time management skills.
• Excellent communication skills.
• Discretion and confidentiality when handling sensitive information.
• Ability to manage multiple priorities with professionalism and discretion.
• Strong attention to detail and accuracy.

Responsibilities

• Manage the executive calendar and schedule meetings with clear communication.
• Maintain reminders for deadlines, meetings, and deliverables.
• Handle communications by routing information and updating parties.
• Monitor and respond to emails with organized inbox management.
• Prepare professional correspondence and reports.
• Assist with personal scheduling and logistic coordination.
• Arrange travel and accommodations and related logistics.
• Support branch operations, reporting, and filing systems.
• Support marketing and communications campaigns and social platforms.
• Plan and coordinate special events and gifting programs.

Skills

Mortgage experience

CRM platforms

Calendar management

Organization

Communication

Reliability

Discretion

Adaptability

Problem solving

Attention to detail

MS Office

Tools

CRM platforms

Scheduling tools

Job description

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.

Position Overview

The Executive Assistant provides high‑level administrative, operational, and client‑support services to executive leadership. This role serves as a central hub for scheduling, communication, marketing coordination, and client engagement. This role exercises independent judgment, maintains exceptional organizational systems, and manages multiple priorities with professionalism, discretion, and efficiency. The Executive Assistant plays a critical role in ensuring seamless daily operations, supporting business growth initiatives, strengthening client relationships, and enhancing brand presence.

Job Responsibilities

• Manage the executive calendar and schedule business meetings, ensuring timely coordination and clear communication of all appointments.
• Maintain reminders for deadlines, meetings, and deliverables to support timely completion of tasks and ongoing priorities.
• Handle incoming and outgoing communications by routing information, sharing updates, and ensuring messages reach the appropriate parties.
• Monitor and respond to emails as appropriate, maintaining organized inbox management and timely follow‑through.
• Prepare professional correspondence and reports, ensuring accuracy, clarity, and proper formatting.
• Assist with personal scheduling and logistics to support smooth daily operations and overall time management.
• Arrange travel and accommodations, including reservations and related logistical details.
• Support branch operations and workflow by maintaining databases and reporting tools, tracking projects and deadlines, and maintaining filing systems.
• Support marketing, branding, and communications by managing campaigns, coordinating outreach activities, and maintaining social media and digital platforms.
• Plan and coordinate special events, manage gifting programs, and support special projects from initiation through completion.

Qualifications and Skills

• Mortgage industry experience, preferred.
• Experience with CRM platforms and scheduling tools, preferred.
• Excellent organization and time management skills.
• Excellent communication skills.
• Skilled in demonstrating reliability and accountability in managing tasks and commitments.
• Skilled in maintaining a service‑oriented mindset and delivering responsive, professional support.
• Skilled in adapting to changing priorities and collaborating effectively with others.
• Skilled in applying a growth‑minded approach to learning, improvement, and problem‑solving.
• Skilled in exercising professional discretion and handling sensitive information with confidentiality.
• Skilled in independent problem‑solving and making sound decisions in a dynamic environment.
• Skilled in maintaining a high level of accuracy and attention to detail across multiple tasks and priorities.
• Proficiency in Microsoft Office Suite.

Benefits

• Medical
• Dental
• Vision
• 401K
• Company‑provided short-term disability
• Employee assistance program
• Wellness program

CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com

California residents: Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California applicants.

CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”).

The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.

CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org.

Our growth is creating great opportunities! Our team is expanding, and we want to hire the most talented people we can. Continued success depends on it!

Our Work Experience is the combination of everything that's unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most importantly, it's our people.

Our employees are self-disciplined, hard working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area.