New American Funding · 18 hours ago
Part-Time Administrative Assistant
New American Funding is a growing mortgage company seeking a highly organized and proactive Mortgage Administrative Assistant. This part-time role supports a top-producing Loan Officer and is critical in delivering exceptional borrower and Realtor experiences while ensuring smooth daily operations.
Financial ServicesLendingMortgage
Responsibilities
Contact all new leads within 4 hours and ensure timely follow-up
Track and manage all incoming leads, maintaining accurate lead ratios and performance metrics
Maintain and update all databases
Proactively contact pre-approved buyers and borrowers following Initial Loan Consultations (within 24 hours)
Review next-day schedules and ensure the LO stays on track with daily appointments
Manage and organize the LO’s email inbox and communications
Perform a daily operational “gauge check” to ensure nothing falls through the cracks
Maintain and support all technology tools used by the LO
Assist with general administrative duties and workflow organization
Deliver consistent Tuesday borrower update calls
Conduct pre-closing calls (48 hours prior to closing)
Make congratulatory funding calls and provide post-closing support
Review Closing Disclosures and assist with closing preparation
Contact borrowers, Realtors, and attorneys 24 hours before contingency deadlines
Consistently exceed borrower expectations through proactive, professional communication
Notify referring Realtors immediately upon issuing pre-approvals
Keep Realtor partners informed throughout the loan process
Proactively communicate loan status updates and important milestones
Dedicate one hour weekly to pre-approval and Realtor outreach
Coordinate 2+ monthly leveraged events
Assist with sending 2+ email newsletters per month and monitor open rates
Send handwritten notes, birthday cards, post-closing surveys, and client gifts
Help maintain strong post-closing relationships with borrowers and referral partners
Expedite onboarding for newly received contracts
Coordinate closely with loan processing teams to ensure efficient file movement
Attend weekly branch pipeline meetings and provide updates as needed
Submit monthly expense reports
Ensure all communication and documentation meets company and compliance standards
Qualification
Required
Prior experience in mortgage lending, real estate, financial services, or administrative support preferred but not necessary
Strong organizational skills with exceptional attention to detail
Excellent written and verbal communication skills
Ability to manage multiple priorities and deadlines simultaneously
Proactive, solution-oriented mindset with a high level of professionalism
Comfortable using or learning CRM systems, databases, and mortgage technology tools
Must be able to verify identity and employment eligibility to work in the U.S
Must be able to lift up to ten pounds
Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information
See in the normal visual range with or without correction
Hear in the normal audio range with or without correction
Benefits
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Company
New American Funding
New American Funding provides cutting-edge marketing and technology efforts allow us to compete with large banks.
Funding
Current Stage
Late StageLeadership Team
Recent News
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2025-12-24
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2025-10-29
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