We are looking for a skilled Mortgage Loan Partner 1 (Executive / Administrative Assistant) to join our top-producing team and assist our mortgage loan origination officers. This position requires a unique mix of sales and customer service skills, plus the ability to manage loan files from beginning to end. Effective communication skills are essential for building relationships that help us to obtain future business. The LP1, an Executive/Administrative Assistant, oversees the Loan Officer's lead, calendar, and database management for the Loan Officer (LO). The LP1 will directly communicate with new leads, active prospects, customers, clients, and business partners daily, ensuring a smooth workflow and strong team chemistry. This role requires strong communication, time management, priority management, and data entry skills. The LP1 must professionally represent the LO and team and strive to “wow” internally and externally daily. If you are detail-oriented, thorough, and can offer top-notch customer service, start your application today! Responsibilities: Leads: • 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) Calendar: • 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 Database: • Events: Coordinate 2+ monthly events (or per LO’s requirement) • Gifts: Ensure 5+ monthly gifts are sent • Snail mail: Manage 500+ mailers monthly Misc: • Email Management: Organize emails using Delete, Defer, Do, Delegate • Expense Reports: Submit monthly Qualifications: • High school diploma required • 2-3 years experience providing administrative support in a personal assistant role, or similar • Real estate experience preferred but not required • 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 Compensation: $50,000 - $65,000 yearly

• Leads: • 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)Calendar: • 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 advanceDatabase: • Events: Coordinate 2+ monthly events (or per LO’s requirement) • Gifts: Ensure 5+ monthly gifts are sent • Snail mail: Manage 500+ mailers monthlyMisc: • Email Management: Organize emails using Delete, Defer, Do, Delegate • Expense Reports: Submit monthly • Meet in person with clients, referral partners, act as concierge for appointments, offer snack beverage, etc.