Administrative Assistant

Position: Administrative Assistant

Location: Lansdale, PA (on-site)

Pay:  $20-$24/ hr DOE

Job Summary:

The Loan Partner One (LP1), an Executive/Administrative Assistant, oversees the Loan Officer's (LO) lead, calendar, and database management. This role requires strong communication, time management, priority management, and data entry skills. The LP1 must professionally represent the LO and team and strive to "wow" internally and externally daily.

Key Responsibilities:

• Lead Management: Contact newly received leads within 4 hours , maintain a 80%+ lead-to-consultation ratio , and onboard all leads into the CRM.
• Calendar & Scheduling: Set all appointments for the LO and team , confirm all appointments at least 24 hours in advance , and answer 90% of incoming calls for the LO and team.
• Database Management: Coordinate 2+ monthly events , ensure 5+ monthly gifts are sent , and manage 500+ mailers monthly.
• Additional Duties: Manage the LO's emails and assist with all administrative duties as needed.

Qualifications:

• Previous experience as Administrative Assistant or office experience
• 40-hour workweek minimum.
• Experience with major Loan Origination Systems (LOS) like Encompass or Calyx Point.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, OneNote).
• Excellent verbal & written communication skills.
• Strong time management and organizational skills.
• Ability to work under pressure and meet deadlines.

Desired Education/Experience:

1. Some office experience preferred.
2. Great communication skills.
3. Exemplary Planning and time management skills.
4. Ability to multitask and prioritize daily workload.
5. Discretion and confidentiality.
6. Previous experience with expense reports.
7. High School Diploma or equivalent.

Other Duties: This job may require frequent sitting or standing for long periods of time. This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization.

Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S.

[EOE/M/F/D/V. Drug-free workplace.]

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction.

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