Our team is in need of an eager, organized Mortgage Administrative Assistant to help us create a first-class experience for our clients! If you’re searching for an entry-level opportunity to grow your career in the mortgage industry, look no further! This is the place for you.

The ideal applicant will have previous experience as an administrative assistant or receptionist, a proven track record of upholding the highest ethical standards, and exhibit a professional and personable demeanor.

A background in the mortgage industry is a major plus, but it is not required. If you have a customer-first mindset and the motivation to help the team succeed, we’d love to see your application. Start your application today!

• Notify the team of an customer requests so inquiries are responded to promptly and the client is satisfied
• Create and distribute expense reports each month so that the team is aware of how the budget is being spent
• Handle all front desk duties, including welcoming office visitors, organizing mail, faxing documents, and completing other assigned tasks, such as running errands outside the office, when needed
• Assist loan officers with daily success plan management to ensure they have everything they need to effectively originate more loans to the pipeline
• Manage our database and continuously update our CRM with the latest client information

• Functions well independently, has great multitasking skills, and possesses a drive to build systems so tasks are completed efficiently with minimal supervision
• Maintain the highest levels of confidentiality when handling client information
• Prior experience as an office assistant or receptionist preferred
• High school diploma or GED required; 2-year degree preferred
• Detail-oriented with superb organizational skills and communication skills (written and verbal)

Our mission is to help individuals and families build wealth through homeownership.

We are passionate about making the homeownership and investment portfolio-building process easy and obtainable. We strive to be the expert lender that has integrity and transparency so that customers get competitive rates and have the best experience possible when purchasing a home. With a customer-first mindset, we strive to help past, present, and future homeowners build wealth through mortgage management and ensure a better future. We are committed to providing each individual with an exceptional level of care as we help those we work with meet their financial goals.