Loan Officer Administrative Assistant
Holland Mortgage Advisors
Pittsburgh, PA
Posted ago
Holland Mortgage Advisors

We are seeking a talented Loan Officer Assistant who is detail-oriented, pleasant and has good communication skills to help accelerate the productivity and performance of the Loan Officer.

A partial list of duties includes: 

Manage Office

  • Scheduling and events calendar
  • Keep track of all referrals and prospective referral partners
  • Make sure all information is kept up to date in the CRM
  • Run errands/keep Loan Officer organized
  • Answer phones

Office Supply Management

  • Prepare manila files and contents to be used with new clients
  • Copier upkeep
  • Complete all tasks assigned by Loan Officer
Responsibilities

  • Manage the appointment calendar for Loan Officer - set phone appointments and in-person meeting appointments, referral partner meetings and schedule events. 
  • Let them know the schedule for the following day.
  • Check calendar each morning and remind Loan Officer of what’s happening.
  • Confirm all appointments that are scheduled for the following day.
  • Reschedule appointments as necessary.
  • If you have to leave a message, call the morning of the appointment and confirm. Be clear as to how people can return/respond to the call.
  • Schedule one-hour in the morning and-one hour in the afternoon for the Loan Officer to return phone calls and call leads.

Qualifications

  • Fluent with MS Office Suite
  • Precise, thorough, detailed and organized
  • Prior Administrative Assistant experience is preferred
  • Works well in a self-directed manner and is a great team player
  • Very good communication skills

Compensation
$40,000 - $50,000 (depending on experience) plus bonuses
About Holland Mortgage Advisors

  • Holland Mortgage Advisors is a Pittsburgh-based mortgage lender with offices in Erie. 
  • The Mission of Holland Mortgage Advisors is simple: to offer our clients friendly, quality and comprehensive service.

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