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Administrative Assistant jobs in United States
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New American Funding · 8 hours ago

Administrative Assistant

New American Funding is seeking a highly organized and detail-oriented Mortgage Administrative Assistant to support a top-producing Loan Officer. This part-time role, with opportunities for growth, focuses on delivering exceptional borrower experiences and ensuring smooth daily operations through effective communication and organization.
LendingFinanceFinancial ServicesMortgage

Responsibilities

Contact all new leads within 4 hours and ensure timely follow-up
Track and manage all incoming leads, maintaining accurate lead ratios and performance metrics
Maintain and update all databases
Proactively contact pre-approved buyers and borrowers following Initial Loan Consultations (within 24 hours)
Review next-day schedules and ensure the LO stays on track with daily appointments
Manage and organize the LO’s email inbox and communications
Perform a daily operational “gauge check” to ensure nothing falls through the cracks
Maintain and support all technology tools used by the LO
Assist with general administrative duties and workflow organization
Deliver consistent Tuesday borrower update calls
Conduct pre-closing calls (48 hours prior to closing)
Make congratulatory funding calls and provide post-closing support
Review Closing Disclosures and assist with closing preparation
Contact borrowers, Realtors, and attorneys 24 hours before contingency deadlines
Consistently exceed borrower expectations through proactive, professional communication
Notify referring Realtors immediately upon issuing pre-approvals
Keep Realtor partners informed throughout the loan process
Proactively communicate loan status updates and important milestones
Dedicate one hour weekly to pre-approval and Realtor outreach
Coordinate 2+ monthly leveraged events
Assist with sending 2+ email newsletters per month and monitor open rates
Send handwritten notes, birthday cards, post-closing surveys, and client gifts
Help maintain strong post-closing relationships with borrowers and referral partners
Expedite onboarding for newly received contracts
Coordinate closely with loan processing teams to ensure efficient file movement
Attend weekly branch pipeline meetings and provide updates as needed
Submit monthly expense reports
Ensure all communication and documentation meets company and compliance standards

Qualification

Mortgage lending experienceCRM systems proficiencyOrganizational skillsCommunication skillsProactive mindset

Required

Prior experience in mortgage lending, real estate, financial services, or administrative support preferred but not necessary
Strong organizational skills with exceptional attention to detail
Excellent written and verbal communication skills
Ability to manage multiple priorities and deadlines simultaneously
Proactive, solution-oriented mindset with a high level of professionalism
Comfortable using or learning CRM systems, databases, and mortgage technology tools
Must be able to verify identity and employment eligibility to work in the U.S
Must be able to lift up to ten pounds
Sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information
See in the normal visual range with or without correction
Hear in the normal audio range with or without correction

Benefits

Clear opportunity for advancement from part-time to full-time
Hands-on exposure to all aspects of the mortgage process
A role where your organization, communication, and initiative truly matter

Company

New American Funding

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New American Funding provides cutting-edge marketing and technology efforts allow us to compete with large banks.

Funding

Current Stage
Late Stage

Leadership Team

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Rick Arvielo
Co-Founder and CEO
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Jeff Farinich
SVP Technology and Chief Information Security Officer
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Company data provided by crunchbase