The Loan Partner - Admin is the Loan Officer's partner in protecting time and deepening relationships. You own the calendar, the inbox, the database, and the details that keep clients and referral partners feeling cared for. When this role is done well, the Loan Officer spends their time in front of people instead of in front of a to-do list, and neither of you is chasing something the other dropped. When the Loan Officer is not available, the Team Lead is your source for direction and priorities. The Top 3 Everything below rolls up to these three: Manage the Calendar and Emails Own the Client and Partner Experience Manage and Work the Database 1. Manage the Calendar and Emails You are the gatekeeper of the Loan Officer's time. Work with the Team Lead to learn and identify priorities. Set all appointments for the Loan Officer using Calendly. No exceptions, and no appointments booked around you. Confirm every appointment the day before. If you leave a message, call again the day of. Manage the Loan Officer's inbox: triage, respond where appropriate, escalate what needs the Loan Officer, and keep it clean. Build and protect time blocks on the calendar for the Loan Officer's high-value activities. Keep at least 2 call-back windows scheduled in the Loan Officer's day. Keep the Loan Officer on track with their calls and schedule throughout the day. What success looks like Zero missed or double-booked appointments. 100% of appointments confirmed the day before. Inbox handled daily, nothing important sitting unanswered. Two call-back blocks on the calendar every working day. 2. Own the Client and Partner Experience You are the director of first impressions. Every touch a client or referral partner has with this team should feel intentional.

Thank you notes:

addressed, stamped, and set on the Loan Officer's desk ready to sign. Manage special client campaigns such as birthdays and veteran recognition.

Manage gifting:

work with the Team Lead to propose gift selections, alert the Loan Officer when it is time to reorder, and manage timing and delivery. Greet and handle every call, email, and walk-in so the person on the other end feels taken care of. What success looks like Thank you notes go out consistently, not in batches after the fact. No birthday or milestone gets missed. Gifts arrive on time and on brand. 3. Manage and Work the Database The database is the team's biggest asset. It only works if it is current and if someone is working it. Update the database on the first of each month with all closed loans from the previous month. Execute the post-close mail sequence. Complete 30, 60, and 90 day calls for all closed loans. Print the daily call list so the Loan Officer can complete theme day calls. Help the Loan Officer work the database: identify who is due for a touch, surface past clients and sphere contacts worth a call, keep contact records and notes accurate, and make sure no relationship goes cold from neglect. Database cadence

Sphere:

monthly, plus as needed.

Past clients:

quarterly. Primary channels are email marketing and social media. Events get email plus a personal phone call. What success looks like Database updated by the first of every month with no missing closings. Every closed loan receives its 30, 60, and 90 day call on schedule. Call list printed and on the desk before the Loan Officer starts their day. Consistent outreach across the database, with repeat and referral business coming out of it. Events Schedule, plan, and execute monthly and quarterly events requested by the Team Lead and LO. Design and print or send any marketing collateral for events. Set up and fill events as required, including Lunch and Learns, Customer Appreciation, and other on-site co-sponsored events. Own the invite list, the follow-up, and the attendance count. Filling the room is part of the job, not just booking it. What success looks like At least one on-time, on-budget event that runs seamlessly through both the Loan Officer's eye and the client's. Attendance targets hit through personal outreach, not just a mass email. Who Thrives in This Role Detail-obsessed. You notice the thing everyone else missed. Comfortable holding a boundary. You will tell the Loan Officer no when the calendar says no. Warm on the phone and in person. People feel good after talking to you. Proactive. You see what is coming and handle it before it is asked for. Organized enough that nothing lives only in your head. Discreet with confidential client and financial information. Tools and Resources The Team Lead, CRM and database, Outlook, Calendly, phone, and the team's event and gifting vendors. Training provided on team-specific systems.

Pay:

$20.00 per hour Expected hours: 20.0 per week

Benefits:

Paid time off

Work Location:

In person