Overview:
We are seeking a Partner to join our team. This position offers the opportunity to work in a dynamic environment where your expertise will contribute to the success of our organization.
The Admin Loan Partner One [Admin LP1], or an Executive Sales Assistant, will oversee the Loan Officer's new lead management, scheduling, and database duties.
The LP1 will be in direct communication with all new leads, active clients, and business partners daily, ensuring effective workflow and chemistry with the rest of the Loan Officer team. The Admin LP1 must professionally represent the LO and team and strive to “wow” daily internally and externally.
This position also requires extraordinary communication skills, strong time, self and priority management, and data entry skills.
3+ Top Duties w/Measurements:
1. Leads
- Contact newly received leads within 4 hours (or as stated by LO)
- Maintain a 70%+ lead-to-appointment ratio
2. Schedule
- All appointments are set professionally on the same day
- All appointments confirmed 24+ hours in advance
3. Database
- Leveraged Events (2+ monthly)
- Gift Program (5+ monthly)
- Mailing Program (500+ monthly)
4. Other:
- Emails: all emails are fully managed (Delete, Differ, Do, Delegate)
- Expenses: Properly manage and submit expense reports once monthly
Lastly:
- Handles any personal needs of the LO and team (when advised)
- Keeps the LO’s desk spotless and handles any incoming mail
- Keeps the LO on track for all appointments throughout the day
- Manages all emails for LO (if applicable)
- Maintains any technology tools
- Assists the LO and team (when needed) with all administrative duties
- Continues to assume responsibilities and helps the team grow without being asked
- Stays “one step” ahead of LO at all times!
Standard Job Requirements:
- Must maintain an NMLS license (if instructed by LO)
- Must have a high school diploma or equivalent
- Must be able to work 40 hours per week, minimum
- Must be proficient in any major Loan Origination System (i.e. Encompass Ellie Mae, Calyx Point, etc.)
- Must be proficient in Microsoft Word, Excel, PowerPoint, Outlook, and OneNote Applications
- Must have excellent verbal and communication skills
- Must have a consistently positive attitude
- Must be dependable, self-motivated, and require minimal supervision
- Must be able to work under pressure to meet deadlines
- Must be able to organize, prioritize and manage time through time blocking
- Must be able to collaborate respectfully with all employees at both the Branch and Corporate level
- Must complete regulatory and compliance training as required
This position offers a challenging opportunity for individuals with a background in finance and lending. If you are looking to leverage your skills in a collaborative environment, we encourage you to apply.
Job Type: Full-time
Pay: $20.00 - $30.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- Weekends as needed
People with a criminal record are encouraged to apply
Experience:
- Customer service: 1 year (Preferred)
Ability to Commute:
- Lincoln Park, NJ 07035 (Required)
Work Location: Hybrid remote in Lincoln Park, NJ 07035