Greet and assist clients, visitors, and partners with a professional and welcoming demeanor., Manage office operations, including answering phones, sorting mail, ordering supplies, and maintaining a tidy workspace., Coordinate calendars, schedule appointments, and prepare meeting spaces for brokers and clients., Support the team with data entry, document scanning, and general administrative projects as needed., Review application files for completeness and compliance with company and regulatory standards., Gather and verify required documentation (financial statements, credit reports, titles, etc.) from clients., Act as the primary liaison between clients, brokers, underwriters, and external vendors to ensure clear communication., Track milestones in the processing pipeline to guarantee timely closings., Resolve file discrepancies proactively by working closely with the brokerage team.
2 years and 6 months - Minimum of 2–3 years of administrative experience, with specific experie...
Proficiency with MS Office Suite (Word, Excel, Outlook) and familiarity with brokerage/processing software., Exceptional verbal and written communication skills with a strong focus on customer service., Incredible attention to detail, strong time-management skills, and the ability to multitask in a fast-paced environment.
High School