Executive Assistant

CrossCountry Mortgage, LLC•Lewisville, TX

1d•Onsite

About The Position

The Executive Assistant provides comprehensive administrative, operational, project coordination, event planning, and relationship management support to a mortgage professional. This role is responsible for managing schedules, coordinating communications, supporting client and business partner engagement initiatives, maintaining records and systems, and supporting operational and project-related activities to help ensure the efficient execution of business priorities. The Executive Assistant serves as a key administrative resource by coordinating information, tracking deliverables, facilitating follow-through on commitments, and supporting professional scheduling, logistics, and administrative activities as assigned.

Requirements

Experience as an Executive Assistant, Senior Executive Assistant, Personal Assistant, Household Manager, Office Manager, Concierge, Family Assistant, or similar role.
High level of discretion and professionalism when handling confidential, sensitive, and proprietary business information.
High attention to detail.
Excellent communication skills.
Excellent organizational, time-management, and prioritization skills, with the capacity to manage multiple deadlines and maintain accurate records, calendars, and administrative systems.
Skilled in problem-solving and independent decision-making, including the capacity to assess priorities, identify solutions, exercise sound judgment, and manage responsibilities effectively with minimal supervision.
Proficient in Microsoft Office Suite (Outlook, Word, Excel).
Valid driver's license and occasional local travel required to perform job responsibilities.

Nice To Haves

Experience supporting an executive, entrepreneur, business owner, real estate professional, mortgage professional, or other high-volume professional in a dynamic environment, preferred.
Experience in real estate, mortgage lending, luxury real estate, hospitality, or another relationship-driven industry, preferred.
Experience coordinating events, managing logistics, and supporting client engagement and relationship-marketing activities, preferred.
Experience utilizing CRM/contact management systems and social media platforms to support communication, relationship management, and outreach efforts, preferred.

Responsibilities

Coordinate and maintain schedules, calendars, meetings, appointments, travel arrangements, and other business commitments, ensuring priorities are organized and deadlines are met.
Monitor and track tasks, projects, action items, and follow-up activities; provide timely reminders and status updates to support efficient workflow management.
Prepare materials, agendas, correspondence, reports, and related documentation for meetings, presentations, and other business activities; conduct research and gather information as needed.
Serve as a primary point of contact for designated communications and managing administrative processes.
Coordinate and maintain business records, expense documentation, invoices, contact databases, and other administrative files to support accurate recordkeeping and reporting.
Track and organize recurring expenses, receipts, vendor documentation, and related information for submission, reconciliation, and operational review.
Evaluate and support administrative processes, identifying opportunities to improve efficiency, streamline workflows, and enhance organizational effectiveness through process improvements and automation.
Coordinate client appreciation and relationship-management activities, including closing gifts, milestone recognition, outreach campaigns, and follow-up communications to support ongoing engagement.
Maintain accurate and up-to-date client, referral partner, vendor, and business contact information.
Coordinate communications, invitations, and logistics for meetings, events, presentations, and other business development initiatives.
Manage and monitor social media engagement across designated platforms, responding to messages, comments, and inquiries in a timely, professional manner and escalating items requiring additional attention as appropriate.
Support online relationship-building efforts by engaging with clients, referral partners, industry contacts, and other stakeholders through relevant interactions, content sharing, and community participation.
Track social media activity, notifications, and key relationship milestones to identify engagement opportunities, maintain accurate follow-up records, and support a consistent professional online presence.
Monitor online reviews, ratings, mentions, and reputation channels; respond to feedback in accordance with established guidelines and escalate sensitive matters when appropriate.
Track review activity and customer feedback trends, identify opportunities to recognize positive client experiences, and support initiatives that encourage client engagement and testimonials.
Support Realtor, client, and business partner outreach efforts by maintaining contact lists, preparing communications, and coordinating relationship-building activities, meetings, and events.
Track outreach activities, follow-up commitments, and key relationship dates to help ensure timely communication, completion of action items, and ongoing stakeholder engagement.
Coordinate event planning and logistics, including venue research, vendor coordination, invitations, RSVP management, attendee tracking, and event timelines.
Manage event resources and operations by arranging catering, materials, promotional items, signage, deliveries, transportation, and on-site setup and breakdown activities.
Support event execution and post-event activities by assisting with event-day logistics, tracking attendance information, and coordinating follow-up communications, acknowledgments, and related relationship-management activities.
Prepare travel itineraries, reservations, meeting materials, and scheduling information; monitor commitments and identify potential conflicts to help ensure effective coordination of priorities.
Coordinate special projects and operational initiatives from planning through completion.
Evaluate vendors, obtain pricing and service information, and coordinate activities with internal and external stakeholders to support business needs and project objectives.
Develop, maintain, and improve administrative systems, processes, and workflows while managing time-sensitive requests and resolving logistical challenges.