Executive Admin

Position: Executive Assistant

Location: Tustin, CA (on-site 5 days)

Salary range up to 90k + full time benefits including 401k, paid vacation, and paid holidays

Position Summary:

Primary responsibilities include directly supporting an Executive with planning/scheduling meetings, conferences, expense reports, travel requests, as well as contributing to other team efforts by accomplishing related tasks as assigned. Ideal candidates will possess excellent written and verbal communication skills, organizational and multitasking abilities, and be able to work in a demanding, fast paced environment.

Why New American Funding:

• Competitive salary and benefits package.

• Opportunities for professional development and growth.

• Supportive and collaborative work environment.

• Commitment to innovation, excellence, and employee success.

• Manage and optimize the SVP’s calendar, scheduling meetings, travel, and appointments efficiently.

• Coordinate internal and external communications on behalf of the SVP, ensuring timely and professional responses.

• Prepare, review, and edit correspondence, presentations, reports, and other documents.

• Organize and support meetings, including preparing agendas, materials, and follow-up actions.

• Serve as a liaison between the SVP, executive leadership, clients, and internal teams.

• Assist with departmental project management, tracking progress, deadlines, and deliverables.

• Handle confidential information with discretion and maintain a high level of professionalism.

• Facilitate event planning, special projects, and departmental initiatives as assigned.

• Anticipate the needs of the SVP and proactively address potential issues before they arise.

• Bachelor’s degree or equivalent experience preferred.

• Minimum of 5 years of experience supporting senior executives, ideally in a sales or financial services environment.

• Exceptional organizational skills and attention to detail.

• Excellent verbal and written communication skills.

• Strong proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and familiarity with CRM tools.

• Ability to manage multiple priorities, work independently, and adapt in a fast-paced environment.

• Professional demeanor and strong interpersonal skills.

• Experience handling confidential and sensitive information with discretion.

Desired Education/Experience:

• Four or more years' experience as an administrative assistant or executive assistant.
• High School Diploma or equivalent.

• Knowledge of mortgage lending or financial services industry.

• Experience supporting senior sales leadership.

• Strong problem-solving and decision-making skills.

• Ability to work collaboratively across departments and with external stakeholders.

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

Other Duties: 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.

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.

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

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