We are looking for a skilled executive assistant to join our top-producing mortgage loan origination team and assist our mortgage loan origination officers. This position requires a unique mix of sales and customer service skills. Effective communication skills are essential for building relationships that help us to obtain future business. If you are detail-oriented, thorough, and can offer top-notch customer service, start your application today! Essential Duties of this Position • Spanish Speaking- Must be able to speak, write, and effectively communicate in Spanish with clients and referral partners • Yiddish/Hebrew - A plus (but not necessary) would be able to speak, write, and effectively communicate in Yiddish / Hebrew with clients and referral partners • Excellent verbal & written communication skills • Strong time management & organization • Ability to work under pressure & meet deadlines • This position is in person only and requires the employee to have a vehicle for purposes of local business building and event planning/hosting Responsibilities: 1st Focus - Lead & Client Management: • Contact all new leads within 4 hours (or as required) • Track all leads using the Lead Tracker • Onboard all leads into the CRM • Maintain and obsess over all lead-tracking ratios • Ensure borrower appointments are scheduled (phone, video, or face-to-face) • Provide daily, monthly, quarterly, and annual lead management reports 2nd Focus - Calendar Scheduling Management: • Set 100% of all appointments for LO and the team; ensure 80% Lead to Appointment shows • Confirm all appointments via email, text phone (24+ hours in advance) • Review next-day schedules for LO before leaving each day • Answer 90% of incoming calls for LO and the team • Manage recurring face-to-face business partner meetings for LO • Ensure LO is prepared for the daily Phone “Power Hour” 3rd Focus - Database Management: • Maintain database organization for the LO • Send quarterly letters to the closed database via snail mail • Manage birthday, home closing anniversary programs • Coordinate 2+ monthly leveraged events (lunch ‘n learns, happy hours, etc) • Help LO send 2+ email newsletters (minimum) and monitor open rates • Send handwritten notes, birthday cards, post-closing surveys, gifts, etc Additional Responsibilities • Ensure LO stays on track for all daily appointments • Manage LO’s emails (if applicable) • Handle incoming mail and maintain a spotless desk for LO • Maintain support for LO’s tech tools • Assist with all administrative duties as needed • Stay “one step ahead” of LO at all times • Meet in person with clients, referral partners, act as a concierge for appointments, offer snack beverages, etc. Receive document drop-offs and meet clients for various quick face-to-face requirements. Drive to local referral partner offices for events, coordinating sales activities, and building local community recognition • Assist with administrative duties such as making and screening calls, booking appointments, etc • Handle all customer and in-house inquiries about transactions so the process is smooth, and customers receive excellent service Qualifications: • MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred • Highly motivated and goal-oriented with excellent customer service and communication skills • Spanish Speaking- Must be able to speak, write, and effectively communicate in Spanish with clients and referral partners • Yiddish/Hebrew - A plus (but not necessary) would be able to speak, write, and effectively communicate in Yiddish / Hebrew with clients and referral partners • Excellent verbal & written communication skills • Strong time management & organization • Ability to work under pressure & meet deadlines • This position is in person only and requires the employee to have a vehicle for purposes of local business building and event planning/hosting Compensation: $40,000 - $80,000 yearly

• 1st Focus - Lead & Client Management: • Contact all new leads within 4 hours (or as required) • Track all leads using the Lead Tracker • Onboard all leads into the CRM • Maintain and obsess over all lead-tracking ratios • Ensure borrower appointments are scheduled (phone, video, or face-to-face) • Provide daily, monthly, quarterly, and annual lead management reports2nd Focus - Calendar Scheduling Management: • Set 100% of all appointments for LO and the team; ensure 80% Lead to Appointment shows • Confirm all appointments via email, text phone (24+ hours in advance) • Review next-day schedules for LO before leaving each day • Answer 90% of incoming calls for LO and the team • Manage recurring face-to-face business partner meetings for LO • Ensure LO is prepared for the daily Phone “Power Hour”3rd Focus - Database Management: • Maintain database organization for the LO • Send quarterly letters to the closed database via snail mail • Manage birthday, home closing anniversary programs • Coordinate 2+ monthly leveraged events (lunch ‘n learns, happy hours, etc) • Help LO send 2+ email newsletters (minimum) and monitor open rates • Send handwritten notes, birthday cards, post-closing surveys, gifts, etcAdditional Responsibilities • Ensure LO stays on track for all daily appointments • Manage LO’s emails (if applicable) • Handle incoming mail and maintain a spotless desk for LO • Maintain support for LO’s tech tools • Assist with all administrative duties as needed • Stay “one step ahead” of LO at all times • Meet in person with clients, referral partners, act as a concierge for appointments, offer snack beverages, etc. Receive document drop-offs and meet clients for various quick face-to-face requirements. Drive to local referral partner offices for events, coordinating sales activities, and building local community recognition • Assist with administrative duties such as making and screening calls, booking appointments, etc • Handle all customer and in-house inquiries about transactions so the process is smooth, and customers receive excellent service