Executive Assistant to Mortgage Broker Owner

Job Title: Executive Assistant to Mortgage Broker Owner

Job Type: Full-time (12 hours per day)

Shift Timing: 7:00 AM – 7:00 PM Pacific Time

Compensation: Negotiable and dependent on experience. (Overtime paid)

Responsibilities:
– Attend Virtual Meetings: Be present on Zoom or Google Meet throughout Lara’s working hours, whether she is at her desk or in the field. Take detailed notes during calls and update the CRM notes accordingly.

– Task Execution: Execute additional tasks discussed during calls, such as sending Thank You Cards using the Handwritten system.

– Task and Workflow Management: Utilize Asana to manage tasks and help Lara stay organized. Ensure all workflows are progressing smoothly and meet deadlines.

– Calendar Management: Manage Lara’s calendar efficiently, scheduling appointments, and taking notes during client meetings. Help maintain strong client relationships.

– Accountability Support: Assist Lara in being accountable for her commitments and tasks. Provide necessary support to ensure all responsibilities are met in a timely manner.

Requirements:
– Proven Administrative Experience: A track record of success in administrative roles, preferably as an Executive Assistant or in a similar capacity. Previous experience in the mortgage or finance industry is a plus.

– Exceptional Organizational Skills: Ability to manage multiple tasks simultaneously, ensuring that each one is given proper attention and completed accurately and on time.

– Tech-Savvy: Proficiency in using virtual communication tools such as Zoom and Google Meet is essential. Familiarity with Customer Relationship Management (CRM) systems and task management tools like Asana is highly desirable.

– Communication Skills: Strong written and verbal communication skills are crucial. You’ll be responsible for taking detailed notes during meetings, drafting emails, and maintaining clear communication with both internal and external stakeholders.

– Sense of Urgency: The nature of this role requires a high level of urgency and responsiveness. The ideal candidate should thrive in a fast-paced environment and be able to make quick, effective decisions.

– Resourcefulness: Ability to think on your feet and find creative solutions to challenges. A proactive mindset is essential, anticipating needs and addressing them before they become issues.

– Adaptability: Comfortable adapting to changes in tasks and priorities. The mortgage industry can be dynamic, and the ability to pivot quickly is crucial to success.

– Independence and Initiative: As a self-starter, you should be capable of working independently and taking initiative to complete tasks without constant supervision.

– Professionalism: Maintain a high level of professionalism in all interactions. This role involves direct communication with clients, so a polished and articulate demeanor is essential.

– Availability: Commitment to the full-time working hours of 7:00 AM – 7:00 PM is mandatory. Flexibility to occasionally work additional hours as needed.

To apply for this position, please submit the following:

1. A video introducing yourself and explaining why you believe you are a great fit for the Real Estate Virtual Assistant role.

2. Complete the Tony Robbins DISC Assessment using the following link: Click to view/disc/

We look forward to reviewing your application and getting to know you better.
Note: Only shortlisted candidates will be contacted for further steps in the hiring process.