Mortgage Banking -- Executive Assistant and Loan Coordinator

Loan Officer Executive Assistant duties:

• Runs calendar for entire office and principal
• LEAD MANAGEMENT-responsible for Managing and organizing Leads and ensure they are contacted by sales team
according to protocol

• organizing and labeling documents
• Calculating Income
• Input loan application information
• Strong English-- clear verbal and written communication
• Experience with Point Calyx Point is a plus
• Creating pre-approval letters and term sheets
• Handle borrower's general questions about docs needed and qualifications
• Compose and Send loan scenario parameters and questions to lenders and investors
• Experience creating SOP's and Training
• first on the phone
• manage the office—out of office, ensures staff & other VA’s show up and perform
• handles personal tasks for the principal
• Experience with Airtable & Hubspot is a plus



MANDATORY REQUIREMENTS:
• Must have reliable electricity and internet
• Be able to work 8-6 m-f on Hawaii Standard Time
• Must have very strong verbal and written English skills. This is of utmost importance
• Must be extremely resourceful and able to solve problems and tasks by research and utilizing critical thinking skills