Loan Partner - Administrative Assistant

The Mortgage Firm

Loan Partner - Administrative Assistant

Metairie, LA
Full Time
Paid
  • Responsibilities

    We are hiring a high-level organizer and executor to become the operational backbone of a top-producing mortgage branch. You will work directly with the branch manager/loan officer daily and help run the business behind the scenes so he can stay focused on clients, relationships, and growth. This is not an entry-level admin job. This is a trust position inside a fast-paced, relationship-driven business. If you naturally: • Love organizing chaos • Take ownership of problems without being asked • Anticipate needs before someone asks • Enjoy being the person who keeps everything running smoothly • Prefer structure, checklists, and systems • Feel satisfaction when others succeed because of your preparation — you will thrive here • If you need constant direction or prefer repetitive tasks, you will not enjoy this role Responsibilities: Your mission: protect the Loan Officer’s time, elevate the client experience, and keep the business organized. Executive Support & Time Management • Manage the loan officer's calendar and schedule all appointments • Confirm appointments and prepare meeting notes in advance • Monitor and triage the email inbox • Maintain a daily task list and priorities • Ensure workflow stays on track and organized Client Experience & Relationship Management • Manage database and follow-up systems • Send thank-you notes, birthday messages, and client touches • Coordinate gifts and appreciation programs • Assist with borrower meetings and document collection • Handle client and agent communication when appropriate Operations & Team Coordination • Track team stats and reporting • Assist with disclosures and outstanding items • Maintain records and organization systems • Support other team members and processors • Keep the office environment prepared and professional Marketing & Event Support • Coordinate client and realtor events • Help execute marketing campaigns and materials • Maintain follow-up touchpoints and communication plans Qualifications: We hire personality and mindset first. You Must Be: • Extremely detail-oriented • Calm under pressure • Comfortable managing a busy professional’s schedule • A strong communicator (written & verbal) • Organized and structured • Proactive (you solve problems before asked) • Service-minded and professional • Able to maintain confidentiality Preferred Experience • Mortgage, real estate, or banking experience • CRM/database management • Executive assistant experience • Customer service or hospitality background Compensation: $36,000 - $45,000 yearly

    • Your mission: protect the Loan Officer’s time, elevate the client experience, and keep the business organized.Executive Support & Time Management • Manage the loan officer's calendar and schedule all appointments • Confirm appointments and prepare meeting notes in advance • Monitor and triage the email inbox • Maintain a daily task list and priorities • Ensure workflow stays on track and organizedClient Experience & Relationship Management • Manage database and follow-up systems • Send thank-you notes, birthday messages, and client touches • Coordinate gifts and appreciation programs • Assist with borrower meetings and document collection • Handle client and agent communication when appropriateOperations & Team Coordination • Track team stats and reporting • Assist with disclosures and outstanding items • Maintain records and organization systems • Support other team members and processors • Keep the office environment prepared and professionalMarketing & Event Support • Coordinate client and realtor events • Help execute marketing campaigns and materials • Maintain follow-up touchpoints and communication plans

  • Compensation
    $36,000-$45,000 per year