Remote Mortgage Admin & Client Care Lead

7Seventy; United States; Hybrid; USD 45,000 - 55,000; Full time

Job summary

7Seventy is seeking an Administrative Assistant for a Mortgage Team to provide executive and administrative support to a Loan Officer from a remote U.S. location.

The role emphasizes lead management, calendar coordination, database maintenance, client care, scheduling, and day-to-day tasks to keep the Loan Officer organized for daily priorities. The candidate will manage leads in a CRM, coordinate appointments and referral partner meetings, maintain databases, prepare lead reports, and support

Qualifications

• Strong verbal and written communication skills.
• Strong organization, time management, and follow-through.
• Ability to work under pressure and meet deadlines.
• Comfort with technology and the ability to learn new tools quickly.
• Energetic, team-oriented approach and comfort making phone calls.

Responsibilities

• Lead Management: Contact all new leads within four hours and maintain lead metrics.
• Calendar and Scheduling: Set 20+ appointments weekly and confirm all appointments 24 hours in advance.
• Client Care and Communication: Provide excellent client care and support prospects, clients, and referral partners.
• Database Management and Client Outreach: Maintain a clean CRM, coordinate client/partner events, and manage mailers and gifts.
• Administrative Support: Manage Loan Officer's email, submit expense reports, and anticipate scheduling needs.

Skills

Strong verbal and written comms

Organization & time management

Work under pressure

Tech-savvy & learn new tools

Phone work & teamwork

Education

High school diploma or equivalent

Job description

7Seventy is seeking an Administrative Assistant for a Mortgage Team to provide executive and administrative support to a Loan Officer from a remote U.S. location.

The role emphasizes lead management, calendar coordination, database maintenance, client care, scheduling, and day-to-day tasks to keep the Loan Officer organized for daily priorities. The candidate will manage leads in a CRM, coordinate appointments and referral partner meetings, maintain databases, prepare lead reports, and support