Job Overview
The Loan Partner One (LP1) is an Executive/Administrative Assistant who oversees the Loan Officer’s lead, calendar, and database management. The LP1 communicates daily with new leads, active prospects, customers, clients, and business partners to ensure a smooth workflow and strong team chemistry. The role requires professional representation of the Loan Officer and team, with a focus on consistently "wow"ing both internal and external stakeholders.
Responsibilities
- Manage the Loan Officer’s calendar and appointments.
- Maintain and update the loan database.
- Communicate directly with leads and prospects to guide them through the loan process.
- Coordinate with customers, clients, and business partners to facilitate timely actions.
- Represent the team professionally in all interactions.
- Prioritize tasks and manage time effectively to support the Loan Officer’s objectives.
Key Skills
- Strong communication abilities.
- Excellent time management and prioritization.
- Proficient data entry and record keeping.
- Ability to maintain a professional demeanor and foster strong team chemistry.
Benefits
- Be part of one of the biggest mortgage coaching communities in the country.
- Strong company culture.
- Coaching and professional development opportunities.
Compensation
$60,000 – $65,000 yearly
Seniority Level
Entry level
Employment Type
Full-time
Job Function
Finance and Sales
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