Executive Administrative Assistant For Mortgage Team jobs in United States
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Wizehire · 1 week ago

Executive Administrative Assistant For Mortgage Team

positionSan Antonio, TX
timeFull-time
remoteOnsite
seniorityEntry Level
money$50K/yr - $65K/yr
date2+ years exp

Wizehire is seeking a skilled Mortgage Loan Partner 1 (Executive / Administrative Assistant) to join their top-producing mortgage team. The role involves assisting mortgage loan origination officers by managing loan files, communicating with leads and clients, and ensuring effective workflow and team chemistry.

Human ResourcesInternetRecruiting

Responsibilities

Contact newly received leads within 2 hours (or per LO’s requirement)
Maintain an 80%+ lead-to-consultation ratio
Maintain a 60%+ lead-to-application ratio (or per LO’s requirement)
Appoint 10+ appointments weekly (or per LO’s requirement)
All appointments must be set professionally and prudently (triage)
Confirm 100% of appointments at least 24 hours in advance
Coordinate 2+ monthly events (or per LO’s requirement)
Ensure 5+ monthly gifts are sent
Manage 500+ mailers monthly
Organize emails using Delete, Defer, Do, Delegate
Submit monthly expense reports
Meet in person with clients, referral partners, act as concierge for appointments, offer snack beverage, etc

Qualification

Administrative supportLoan Origination SystemsSpanish communicationTime managementData entryWord processingSpreadsheetsMultiple Listing ServiceInterpersonal skillsVerbal communicationWritten communication

Required

High school diploma required
2-3 years experience providing administrative support in a personal assistant role, or similar
Strong interpersonal skills and time management skills
Used to handling private information and meeting hard deadlines
Experience using word processing programs, spreadsheets and Multiple Listing Service
Experience with major Loan Origination Systems (Encompass, Calyx Point, etc.)
Excellent verbal & written communication skills
Must be able to speak, write, and effectively communicate in Spanish with clients and referral partners

Preferred

Real estate experience preferred but not required

Company

Wizehire

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WizeHire, the most user-friendly, effective hiring solution for small businesses.
dateFounded in 2014
location
Houston, Texas, USA
people-size51-200 employees
web-link
https://wizehire.com

Funding

Current Stage
Growth Stage
Total Funding
$37.5M
Key Investors
Tiger Global Management
2022-05-10Series B· $30M
2021-02-09Series A· $7.5M

Leadership Team

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Sid Upadhyay
Co-founder & CEO
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Nick Carneiro
Chief Technology Officer
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Recent News

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Company data provided by crunchbase