Executive Assistant

About This Role

Support a top-producing mortgage executive as an Executive Assistant, focusing on revenue protection by managing communications, lead response, scheduling, and follow-up to ensure no opportunities are missed and the executive's time is maximized for growth.

Responsibilities

• Respond immediately to inbound leads via phone, text, and email
• Schedule consultations and onboard leads
• Track follow-up to ensure no opportunity is missed and maintain accurate CRM records
• Monitor and manage the executive’s email inbox, responding to routine messages and flagging urgent matters
• Coordinate communication with internal team members
• Manage calendar, appointments, and confirmations
• Prepare daily and weekly call lists and prioritize high-impact activities
• Track tasks, deadlines, and commitments to ensure completion
• Book business and personal travel
• Coordinate gifting execution and handle administrative tasks

Requirements

• 2+ years experience as an Executive Assistant, Operations Coordinator, or similar role
• Strong written and verbal communication skills
• Confident phone presence when speaking with clients and partners
• Highly organized, detail-oriented, and proactive
• Comfortable with email, calendars, CRM systems, and task management tools
• Ability to work full-time during U.S. business hours
• Legally authorized to work in the U.S.

Qualifications

• 2+ years experience as an Executive Assistant, Operations Coordinator, or similar role

Nice to Have

• Mortgage, real estate, or financial services experience

Skills

* Required skills

Benefits