Mortgage Administrative Assistant

Job Overview

We are seeking a dynamic and detail-oriented Mortgage Admin Assistant to join our team! In this vital role, you will be the backbone of our mortgage processing operations, ensuring smooth communication, accurate data management, and exceptional customer service. Your energetic approach and organizational skills will help streamline administrative tasks, support loan officers, and enhance client satisfaction. This position offers a fantastic opportunity to grow within a fast-paced financial environment while making a meaningful impact on our clients’ homeownership journeys.

Responsibilities

• Manage incoming calls using multi-line phone systems with professionalism and courtesy, providing excellent customer support and information.
• Assist with data entry and document management using Microsoft Office, Google Workspace, and QuickBooks to ensure accurate record-keeping.
• Organize and maintain client files through meticulous filing systems, both physical and digital, ensuring easy retrieval of documents.
• Support loan processing by verifying information, proofreading documents for accuracy, and preparing necessary paperwork for approval.
• Coordinate calendar management for mortgage officers, scheduling appointments, follow-ups, and meetings efficiently.
• Handle front desk duties such as greeting visitors, managing office supplies, and maintaining a welcoming environment.
• Provide clerical support including proofreading correspondence, managing email communications, and performing general office management tasks.
• Assist with bookkeeping tasks related to mortgage transactions and office expenses to ensure financial accuracy.
• Support bilingual clients by providing translation assistance when needed to facilitate clear communication.
• Maintain high standards of phone etiquette and customer service to foster positive relationships with clients and partners.

Experience

• Previous office management or administrative experience in a professional setting is highly preferred.
• Familiarity with mortgage or real estate processes is a plus but not required; training will be provided.
• Strong computer literacy with proficiency in Microsoft Office Suite (Word, Excel), Google Workspace (Gmail, Calendar), QuickBooks, and data entry skills.
• Excellent organizational skills with the ability to multitask effectively in a fast-paced environment.
• Experience working at a front desk or as a receptionist—dental or medical receptionist experience is beneficial—demonstrating strong phone etiquette and customer service skills.
• Bilingual abilities are highly valued to assist diverse clients seamlessly.
• Proven ability to manage time efficiently while handling clerical tasks such as proofreading, filing, and calendar management. Join us as a Mortgage Admin Assistant and become an essential part of our team dedicated to helping clients achieve their homeownership dreams! Your enthusiasm, expertise in office management tools like QuickBooks and Microsoft Office, along with your exceptional organizational skills will drive success in this rewarding role.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Vision insurance

Work Location: In person