Loan Partner – Administrative Assistant

Job Description

JOB  DETAILS

Responsibilities:

3+ Core Duties Key Measurements

Leads:

• Contact newly received leads within 4 hours (or per LO’s requirement)
• Maintain a 80%+ lead-to-consultation ratio
• Maintain a 60%+ lead-to-application ratio (or per LO’s requirement)

Calendar:

• Appoint 20+ 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
• Snailmail: Manage 500+ mailers monthly

Misc:

• Email Management: Organize emails using Delete, Defer, Do, Delegate
• Expense Reports: Submit monthly

Essential Duties of this Position

Lead 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

Calendar & Scheduling Management:

• Set 100% of all appointments for LO and the team
• 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 team
• Manage recurring face-to-face business partner meetings for LO
• Ensure LO is prepared for the daily Phone “Power Hour”

Database Management:

• Maintain database organization for the LO
• Send quarterly Letter-from-the-Heart (LFTH) Evidence of Success (EOS)
• Snailmail
• Manage birthday, home closing, and 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 (if not virtual) 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

Qualifications:

• NMLS License (or the ability to obtain one)
• High school diploma or equivalent
• 40-hour workweek minimum
• Experience with major Loan Origination Systems (Encompass, Calyx Point, etc.)
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, OneNote)
• Excellent verbal and written communication skills
• Strong time management and organization
• Ability to work under pressure and meet deadlines

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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