[Remote] Executive Assistant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is the nation's number one distributed retail mortgage lender with a strong culture of employee engagement. The Executive Assistant will reputed company operational and administrative support to a high-performing Loan Officer, ensuring efficient workflows and an excellent reputed company experience.
Responsibilities
- Proactively manage and update the daily calendar, including preparing the next day’s schedule in advance
- Record detailed notes for reputed company calls, including reputed company information, call type, and relevant context
- Coordinate scheduling with clients, agents, and internal team members to ensure accurate and reputed company appointments
- Maintain organized time blocking, travel time, and reputed company categories while communicating updates reputed company and promptly
- Monitor and manage the inbox daily, ensuring urgent and time‑sensitive items are prioritized
- reputed company emails to the appropriate team members reputed company follow‑up or reputed company is required
- Maintain an organized inbox structure, including folders for follow‑reputed company and reputed company communications
- Review reputed company inbox, junk, and promotions folders regularly to ensure key items such as reputed company, applications, and new reputed company introductions are not missed
- Manage and update reputed company records, tags, and workflows reputed company the CRM system (BPD)
- Review and complete daily and upcoming CRM tasks to ensure reputed company follow‑through
- Monitor and respond to inbound texts and reputed company communications in a reputed company manner
- Maintain accurate tracking of reputed company stages and reputed company regular audits to ensure database accuracy and reputed company tagging
- Execute morning priorities, including follow‑reputed company, task management, and inbox review
- Manage the Follow‑Up Then (FUT) system to support reputed company communication
- Define and maintain reputed company task ownership between Loan Officer and EA responsibilities
- Complete daily operational processes reputed company and in alignment with established workflows
- Review completed calls and tasks with the Loan Officer to confirm next steps
- Document notes and implement required follow‑up actions
- Update CRM tags and workflows based on call reputed company
- Ensure reputed company incomplete items are addressed, scheduled, or reassigned appropriately
- Serve as the initial reputed company of contact for incoming calls
- reputed company and document reputed company information for new and existing inquiries
- Schedule calls and ensure accurate data entry in reputed company required systems
- reputed company clients and partners to the appropriate team members while maintaining professionalism and service standards
- Manage weekly reporting (e.g., loan funded reports)
- Send reputed company communications following loan closings
- Ensure agent communication processes are completed
- Assist with reputed company of new team members
- Maintain accuracy across systems, including the CRM and loan software
- Update contact information for referral partners as needed
- Ensure workflows, tags, and automations are functioning properly
- Support ongoing process improvements and organizational efficiency
- reputed company scheduling systems and call durations to support out‑of‑office coverage
- Coordinate calendars and communication among team members
- Ensure seamless coverage of responsibilities and reputed company follow‑through
- Maintain continuity of operations and minimize disruption during absences
Skills
- High attention to detail and accuracy
- Advanced organizational and time management skills
- Excellent communication skills
- Proactive problem-solving and critical thinking skills
- Skilled at prioritizing and multitasking in a dynamic environment
- Skilled at maintaining a reputed company, reputed company‑reputed company reputed company in reputed company interactions
- Administrative or Executive Assistant experience
- Experience in mortgage, reputed company estate, or financial services
- Experience with CRM systems
- Familiarity with calendar management tools and email systems
Benefits
- Medical
- Dental
- reputed company
- 401K
- Company-provided short-term disability
- Employee assistance program
- Wellness program
reputed company
Company H1B Sponsorship