Mortgage Loan Executive Assistant jobs in United States
cer-icon
Apply on Employer Site
company-logo

Covita Lending ยท 2 months ago

Mortgage Loan Executive Assistant

Covita Lending is a prominent player in the mortgage coaching community, seeking a Loan Partner One (LP1) to assist their Loan Officer. The LP1 will manage leads, calendars, and databases while ensuring effective communication with clients and business partners to maintain a smooth workflow.

Financial ServicesLendingMortgage

Responsibilities

Oversees the Loan Officer's lead, calendar, and database management for the Loan Officer (LO)
Directly communicate with new leads, active prospects, customers, clients, and business partners daily
Ensure a smooth workflow and strong team chemistry
Professionally represent the LO and team
Strive to 'wow' internally and externally daily

Qualification

Calendar managementDatabase managementData entryPriority managementCommunication skillsTime management

Required

Strong communication skills
Time management skills
Priority management skills
Data entry skills
Ability to professionally represent the Loan Officer and team
Ability to communicate with new leads, active prospects, customers, clients, and business partners daily

Benefits

Be a part of one of the biggest mortgage coaching communities in the country!
Strong company culture
Coaching and professional development

Company

Covita Lending

twittertwitter
company-logo
Covita Lending offers mortgage refinancing, home loans, and personalized loan advice to help clients save on loans.

Funding

Current Stage
Early Stage

Leadership Team

leader-logo
Matt Berardi
Co-Founder
linkedin
leader-logo
Shelley Robison
Partner
linkedin
Company data provided by crunchbase