Top Mortgage Executive jobs in Carlsbad, CA

We are searching for an Executive Assistant to join our team!

This position provides a variety of marketing and administrative day-to-day services to our team of loan originators and sales managers. Day to day duties will include providing general marketing and technology support to our loan officers, preparing corporate correspondences, maintaining our internal technology platforms, and preparing production reports as needed. This position will also be responsible for the overall coordination of projects and events, ensuring deadlines are met.

Responsibilities:
 

• Provide day-to-day assistance to Loan Officers via Sales Support Help Desk
• Coordinate monthly training calendar
• Manage internal roster of sales team, accounting for new hires and terminations
• Create collateral including powerpoints, agendas, and flyers
• Manage webinar and internal meeting platforms
• Document internal procedures and maintain web-based document library, auditing as needed
• Create internal forms and job aids for the sales team
• Manage logistics for internal meetings, events, and corporate sponsorships
• Coordinate special projects as required
• Prepare production reports for senior management
• Perform general administrative duties as needed
• Identify and initiate opportunities for process improvement

• BA or BS in Business, Marketing or related field preferred
• Excellent Microsoft Power Point and Excel skills
• Encompass experience a plus
• Salesforce experience a plus
• Highly structured and organized with ability to balance competing timelines
• Excellent oral and written communication skills
• 3-5 years administrative support experience
• Basic knowledge of mortgage lending