Executive Assistant
Core
Provides comprehensive administrative, operational, project coordination, event planning, and relationship management support to a mortgage professional.
Role type
Executive Assistant
Builds
Efficient execution of business priorities for a mortgage professional
Domain
Mortgage lending / Real estate
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Schedule and calendar management, travel arrangement, correspondence and report preparation, recordkeeping and database management, expense tracking and reconciliation, process improvement and automation, client and stakeholder engagement, social media management, event planning and logistics, vendor evaluation, Microsoft Office Suite proficiency, problem-solving and independent decision-making
Preferred skills
Experience supporting executives or high-volume professionals, experience in real estate or mortgage lending, event coordination experience, CRM and social media platform usage
Responsibilities
Coordinate schedules, meetings, appointments, and travel; track tasks and projects; prepare meeting materials and documentation; manage business records and expense documentation; coordinate client appreciation and relationship activities; manage social media engagement and online reputation; plan and execute events; support outreach efforts; coordinate special projects; develop and improve administrative systems
Seniority
Individual Contributor