[Hiring] Mortgage Loan Partner 1 (LP1) – Lead Onboarding Specialist & Administrative Assistant @Go Rascal

Role Description

Schultz Estates Powered by GoRascal is seeking a highly organized, proactive, and tech-savvy Loan Partner 1 (LP1) to serve as the right-hand administrative and operational support to a top-producing Loan Officer. The LP1 will oversee lead onboarding, calendar coordination, email management, CRM organization, and daily administrative operations while serving as a professional first point of contact for prospects, clients, and referral partners. Beyond traditional administrative responsibilities, this position will play an important role in improving the team's efficiency through technology, AI research, automation, and smarter workflows. The ideal candidate is resourceful, detail-oriented, solution-driven, and capable of taking ownership without needing constant direction. This is an opportunity for someone who thinks like an operations manager, anticipates needs, and takes pride in creating an exceptional client and team experience.

Qualifications

• Minimum of 5 years of mortgage industry experience.
• At least 5 years of broker-channel experience.
• Previous experience supporting a Loan Officer or working in a mortgage operations or administrative role.
• Experience with Arive LOS is required.
• Strong proficiency in Microsoft Office and other business technology platforms.
• Highly tech-savvy, with an interest and working knowledge of AI tools and automation.
• Excellent verbal and written communication skills.
• Exceptional organizational skills, attention to detail, and follow-through.
• Strong calendar, email, and database management abilities.
• Ability to multitask, prioritize, and work effectively in a fast-paced environment.
• Resourceful problem-solver who can work independently and anticipate needs.
• Strong interpersonal skills and a genuine commitment to exceptional customer service.
• Ability to work a full 40-hour workweek in Eastern Time.
• NMLS license is not required to start.
• Must have a reliable computer/laptop and a suitable remote working environment.

Requirements

• Contact and coordinate newly received leads within 4 hours (or per Loan Officer direction).
• Maintain accurate lead records and tracking within the CRM.
• Support lead onboarding and follow-up processes.
• Help maintain strong lead-to-consultation and lead-to-application conversion ratios.
• Set and coordinate 20+ appointments weekly (or per Loan Officer direction).
• Manage the Loan Officer's calendar, scheduling, and recurring meetings.
• Confirm 100% of appointments at least 24 hours in advance.
• Ensure the Loan Officer is prepared for daily appointments and priorities.
• Maintain a clean, organized, and up-to-date CRM.
• Support client and referral partner relationship management.
• Coordinate 2+ monthly events.
• Support client appreciation initiatives, including gifts, mailers, and follow-up communications.
• Assist with newsletters and referral partner engagement.
• Manage the Loan Officer's inbox using Delete, Defer, Do, and Delegate.
• Keep the Loan Officer on track with daily priorities.
• Coordinate administrative tasks and operational workflows.
• Identify opportunities to improve processes and eliminate inefficiencies.

Benefits

• Proactive operational and administrative support to the Loan Officer.
• Help manage daily business operations and ensure tasks are completed on time.
• Support the Loan Officer in sales, relationship-building, and business development activities.
• Identify opportunities to improve existing processes and systems.
• Assist with technology platforms and tools used by the team.
• Take ownership of assigned responsibilities and execute independently.
• Go beyond the standard job description when needed to help the team accomplish its goals.
• Maintain a positive, professional, and solution-oriented approach at all times.