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Wizehire · 2 weeks ago

Executive Administrative Assistant For Mortgage Team

San Antonio, TX

Full-time

Onsite

Entry Level

$50K/yr - $65K/yr

2+ years exp

Wizehire is seeking a skilled Mortgage Loan Partner 1 to assist their top-producing mortgage loan origination officers. The role involves managing loan files, communicating with clients and leads, and ensuring a smooth workflow within the team.

Human ResourcesInternetRecruiting

Responsibilities

Contact newly received leads within 2 hours (or per LO’s requirement)

Maintain an 80%+ lead-to-consultation ratio

Maintain a 60%+ lead-to-application ratio (or per LO’s requirement)

Appoint 10+ 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

Coordinate 2+ monthly events (or per LO’s requirement)

Ensure 5+ monthly gifts are sent

Manage 500+ mailers monthly

Organize emails using Delete, Defer, Do, Delegate

Submit monthly expense reports

Meet in person with clients, referral partners, act as concierge for appointments, offer snack beverage, etc

Qualification

Loan Origination SystemsSpanish communicationReal estate experienceTime managementInterpersonal skillsWord processingSpreadsheetsData entryVerbal communicationWritten communication