Loan Partner/Administrative Assistant

CrossCountry Mortgage, LLC • Midlothian, VA

4d

About The Position

The Loan Partner/Admin Assistant provides high-level support including calendar management, successful coordination of business meetings, and maintaining contact with all new clients. The Loan Partner/Admin Assistant is responsible for taking incoming leads, managing the lead tracker, and following up to schedule client consultations.

Requirements

• Proficient in Microsoft Excel, Word, PowerPoint and Outlook.
• Excellent communication skills.
• Excellent time management and organization skills.

Nice To Haves

• Previous banking, financial services, or mortgage experience preferred, but not required.

Responsibilities

• Manage team’s and branch manager’s calendar; schedule a variety of business meetings via platforms such as Teams, Zoom, and Outlook.
• Schedule initial consultations.
• Handle incoming and outgoing phone and electronic communications.
• Use various software applications such as spreadsheets and relational databases to keep management and teams informed on clients and deals.
• Complete and maintain branch-assigned checklists, prospect follow up, file set-up, and analyses within allotted branch deadlines.
• Collect applications and manage documentation.
• Enter detailed comments on conversations regarding files into Encompass to provide documentation.
• Handle any gifting programs.

Benefits

• medical
• dental
• vision
• 401K
• company-provided short-term disability
• employee assistance program
• wellness program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed