Executive Assistant (On-Site or Hybrid Schedule - Nashville, TN)

CMG Financial; Franklin (TN); On-site; USD 25,000 - 36,000; Full time

Job summary

CMG Financial in Franklin, TN is seeking an In-Office Loan Officer Assistant to support a Loan Officer through the loan process. You will be the main client contact from application to closing, ensuring follow-ups and important details stay on track.

The role requires in-office presence at the Franklin branch. Candidates should be organized, customer-focused, and comfortable learning new systems; mortgage knowledge is a plus, with prior admin experience preferred.

Qualifications

• Must be able to work in-office at our Franklin, TN branch.
• Personable, positive, and professional when working with coworkers, clients, and partners.
• Highly organized and detail-oriented.
• Ability to learn new technology and become comfortable using new systems and tools.
• Marketing experience or an interest in learning marketing is highly preferred.
• Mortgage and/or real estate knowledge is a plus but not required.
• Previous administrative assistant or similar experience preferred.

Responsibilities

• Manage the Loan Officer’s day-to-day tasks.
• Respond to emails from clients and business partners.
• Answer and route calls during business hours.
• Organize and maintain the Loan Officer’s pipeline.
• Assist with borrower communication and follow-up.
• Help collect outstanding documents from clients.
• Keep files, tasks, and follow-ups organized throughout the loan process.
• Assist with marketing initiatives, social media, and events.
• Visit communities, builders, real estate offices, and referral partners as needed.

Skills

Customer service

Organization

Tech-savvy

Communication

Marketing interest

Tools

CRM software

Office suite

Job description

Description

Are you someone who enjoys helping people, staying organized, and being a key part of a successful team? As an In-Office Loan Officer Assistant , you’ll play a vital role in creating a smooth, positive experience for our clients while supporting a high-performing Loan Officer throughout the loan process.

You’ll be a key point of contact for clients, helping guide them from application through closing and ensuring important details and follow-ups stay on track. If you’re detail-oriented, customer-focused, and thrive in a fast-paced environment, this could be a great fit.

This position is onsite at our Franklin, TN branch.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Depending on background and experience

• Help manage the Loan Officer’s day-to-day tasks
• Manage and respond to emails from clients and business partners
• Answer and route calls during business hours
• Help organize and maintain the Loan Officer’s pipeline
• Assist with borrower communication and follow-up
• Help collect outstanding documents from clients
• Keep files, tasks, and follow-ups organized throughout the loan process
• Assist with marketing initiatives, social media, and events
• Visit communities, builders, real estate offices, and referral partners as needed

Qualifications And Experience

• Must be able to work in-office at our Franklin, TN branch
• Personable, positive, and professional when working with coworkers, clients, and business partners
• Highly organized and detail-oriented
• Ability to learn new technology and become comfortable using new systems and tools
• Marketing experience or an interest in learning marketing is highly preferred
• Mortgage and/or real estate knowledge is a plus but not required
• Previous administrative assistant or similar experience preferred

  SUPERVISORY RESPONSIBILITIES

  Direct Reports: N/A

  Physical And Environmental Conditions

  This role operates in an ADA-compliant office environment and utilizes typical office equipment, including computers and other standard office technology. The position may involve periods of stationary work as well as movement throughout the office during the day. Flexibility to work overtime, as needed, to meet business or project deadlines may be required.

  Compensation

  This is an hourly position with the potential to earn additional bonus compensation. Compensation is based on factors including experience, administrative skills, education, mortgage experience, and prior industry experience. Due to geographic hiring restrictions, residents of California, Colorado, and New York are currently excluded from consideration for this role.

  CMG Financial is an equal opportunity employer and does not unlawfully discriminate in employment decisions. CMG will consider all qualified applicants without regard to race, religion, national origin, sex, age, veteran status, disability, familial status, marital status, actual or perceived sexual orientation, or actual or perceived gender identity. Applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of CMG Financial or reach out to [email protected].

  CMG MORTGAGE, INC. NMLS #1820

  If you are a recruiter or placement agency, please do not submit resumes to any person or email address at CMG Financial prior to having a signed agreement . CMG Financial is not liable for and will not pay placement fees for candidates submitted by any agency other than its approved recruitment partners. Furthermore, any resumes sent to us without an agreement in place will be considered your company’s gift to CMG Financial and may be forwarded to our recruiters for their attention.