[Hiring] Administrative Assistant for Mortgage Team @GoRascal

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 professionally represent the Loan Officer and team at all times and strive to create a seamless "Wow-level" experience both internally and externally.

Qualifications

• High school diploma or equivalent
• Tech Savvy - Fast learner
• Excellent verbal and written communication skills
• Strong organization, time management, and follow-through
• Ability to work under pressure and meet deadlines
• Great team player who is energetic and excited to work and loves making calls

Requirements

• Excellent Client Care
• Lead Management
• Track and manage all leads using the CRM and Lead Tracker
• Onboard all new leads into the CRM
• Maintain and obsess over lead-tracking ratios
• Schedule borrower appointments (phone, video, or in-person)
• Provide daily, monthly, quarterly, and annual lead reports
• Calendar & Scheduling
• Set and confirm 100% of appointments for the Loan Officer
• Review next-day schedules before end of day
• Answer incoming calls for the LO and team
• Manage recurring referral partner meetings
• Ensure the LO is prepared for daily phone and appointment blocks
• Database Management
• Maintain a clean, organized CRM
• Manage birthday and home anniversary programs
• Coordinate client and partner events
• Support newsletters, handwritten notes, gifts, and post-closing follow-up
• Additional Responsibilities
• Keep the Loan Officer on track for daily priorities
• Manage LO email and incoming correspondence (if applicable)
• Support LO technology and tools
• Handle administrative duties as needed
• Stay one step ahead of the Loan Officer at all times

Benefits

• Competitive salary
• Opportunities for professional development
• Supportive team environment