[Hiring] Administrative Assistant @New American Funding-Diane Ayala Steffey

Role Description

We are seeking a highly organized and service-driven Admin Assistant to support a top-producing Loan Officer. The admin serves as the Executive and Administrative Assistant to the Loan Officer, overseeing lead management, calendar coordination, and database management while acting as the first point of contact for prospects, clients, and referral partners.

This role requires exceptional communication, time management, attention to detail, and a proactive mindset. The admin must always represent the Loan Officer and team professionally and strive to create a seamless "Wow-level" experience both internally and externally.

Bilingual in Spanish and English is a Plus+ but not required.

Qualifications

• Bilingual in Spanish and English is a PLUS, but not required
• High school diploma or equivalent
• Tech Savvy - Fast learner
• Excellent verbal and written communication skills
• Excellent spelling and grammar
• Extreme attention to detail
• Strong organization, time management, and follow-through
• Good at Social Media
• Great A-Game team player who is energetic and wants the ability to learn and grow
• Highly motivated and coachable
• Ability to work under pressure and meet deadlines
• 2 years of excellent customer service experience
• Great team player who is energetic and excited to work and loves making calls

Requirements

• Client Care
• Create an amazing client experience right from the start.
• Lead Management
• Contact all newly received leads within four hours (or per LO direction)
• Maintain an 80%+ lead-to-consultation ratio
• Maintain a 60% plus lead-to-application ratio (or per LO direction)
• Calendar Management
• Set 20+ appointments weekly (or per LO direction)
• Ensure all appointments are scheduled prudently (triage)
• Confirm 100% of appointments at least 24 hours in advance
• Database Management
• Coordinate 2+ monthly events
• Ensure 5+ monthly gifts are sent
• Manage 500+ mailers monthly
• Miscellaneous
• Manage email inbox using the Delete, Defer, Do, Delegate
• Submit monthly expense reports
• And anything else required by the Loan Officer

Benefits

• Compensation - $36,000 per year plus health benefits