Loan Partner/Administrative Assistant
Core
Administrative support for loan partners, managing calendars, scheduling client consultations, and handling incoming leads.
Role type
Administrative Assistant
Builds
Client consultation schedules and organized lead tracking
Domain
Mortgage lending
Deliverable
dashboards & analysis
Required skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, calendar management, phone communication, data entry, file management
Preferred skills
Banking experience, financial services experience, mortgage experience
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