• Job Description

  Req#: 579564
  Description
  
  Join the Lucrezia Loan Team, powered by Go Rascal Inc., and be part of a dynamic mortgage industry leader known for innovative lending solutions and a commitment to service excellence. As a Virtual Administrative Assistant, you'll play a crucial role in supporting our operations by managing scheduling, communications, research, and other administrative tasks.
  
  Your work will empower us to continue delivering top-tier mortgage solutions to a diverse client base. We value efficiency, transparency, and results, and we're looking for someone who shares these values and is ready to contribute to our mission with enthusiasm and professionalism.
  
  In this role, you'll have the opportunity to hone your administrative skills while working closely with a team that thrives on collaboration and creativity. We appreciate team members who are proactive, detail-oriented, and able to communicate effectively. If you're ready to excel in a fast-paced environment and contribute to our growth while enhancing your career, we encourage you to apply. Let's achieve great things together!
  
  Responsibilities
  
  Lead & Client Management
  • Contact all new leads within 4 hours (or as required)
  • Track all leads using our Lead Tracker and onboard them into CRM
  • Schedule borrower appointments (phone, video, or face-to-face)
  • Maintain lead-tracking ratios and provide reports (daily, monthly, quarterly, annually)
  
  Calendar & Appointment Management
  • Schedule 100% of all appointments for loan officers and the team
  • Confirm appointments via email, text, or phone (24+ hours in advance)
  • Review next-day schedules with LOs
  • Answer 90% of incoming calls for LO and team
  • Manage recurring meetings with business partners
  • Ensure LO is prepared for the daily Phone "Power Hour"
  
  Database & Marketing Management
  • Maintain an organized client database
  • Send quarterly letters, handwritten notes, birthday cards, and post-closing gifts
  • Coordinate 2+ monthly leveraged events (lunch 'n learns, happy hours, etc.)
  • Assist with email newsletters and monitor engagement
  • Manage client retention programs
  
  File & Workflow Support
  • Work directly with team members to learn the workflow and take over repeatable tasks
  • Review client needs lists, call clients for documents, and follow up until complete
  • Organize and label documents in files
  • Keep the pipeline spreadsheet and app-intake pipeline updated and clean
  • Prep files for LO review
  • Long-term: Draft needs lists for LO review and pre-analyze simpler files
  
  Administrative Support
  • Manage LO emails, incoming mail, and office organization
  • Assist with tech tools, event planning, and local business building
  • Meet clients and referral partners in person as needed
  • Ensure smooth customer experience and timely document handling
  
  Qualifications
  • Bilingual: English/Spanish
  • A high school diploma or equivalent is needed; some college is an asset
  • Years of experience (1-2) as an administrative assistant, personal assistant, office assistant, or executive assistant is necessary
  • Work with little to no supervision on a variety of projects and produce consistent, high-quality work
  • Exemplary time-management, customer service, organization, and communication skills, both written and verbal, are imperative
  • Must be productive in a home office/virtual office environment with a reliable internet connection and proficiency with remote or cloud-based tools such as instant messaging, Skype, Zoom, and Google Suite

• About the company

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