Administrative Assistant at Seattle's Mortgage Broker - Joe Tafolla in Auburn, Washington

Posted in Other 2 days ago.

Type: full-time





Job Description:

Company Overview:

Seattle's Mortgage Broker (SMB) is a premier mortgage consulting firm dedicated to providing tailored strategies for entry, exit, and interest reduction that maximize return on investment for homebuyers. We focus on creating competitive, yet safe offers to help our clients win their dream homes in a competitive market without the hassle and heartache typical of home buying. Our experience and dedication to client needs set us apart, ensuring that every home purchase is not just a transaction but a step toward a lifetime of value.

Role Overview:

As an Administrative Assistant, you will play a pivotal role in supporting our team leader and enhancing the efficiency of our operations. Your responsibilities will involve managing daily administrative tasks such as calendar coordination, email management, and database upkeep, ensuring the smooth and effective functioning of our team. This position is crucial for maintaining our reputation for rapid, reliable service and exceptional client satisfaction.

Key Responsibilities:

  1. Calendar and Email Management:
  • Schedule and confirm all appointments for the Branch Manager, ensuring robust follow-up and time management.
  • Manage the Branch Manager's emails and assist with time-blocking activities for optimal productivity.
  • Maintain a clean and organized workspace for the Branch Manager to enhance focus and efficiency.
  1. Enhance Team Leader's Effectiveness:
  • Prepare and manage thank-you notes and birthday acknowledgments to foster client relationships.
  • Coordinate client gifting and manage first impressions to uphold our brand's prestige and personal touch.
  1. Database Management:
  • Regularly update our client database to reflect recent transactions and communications.
  • Organize and execute monthly Happy Hours and Lunch & Learn sessions to engage clients and promote SMB services.
  1. Day-to-Day Tasks:
  • Organize daily theme calls for the Branch Manager.
  • Follow up with leads in process to get them scheduled to speak with the Loan Officer.
  • Update the database.
  • Handwrite thank you cards.
  • Answer inbound calls.
  • Schedule initial appointments.

Qualifications:
  • College degree or 2 years of prior administrative work experience.
  • Proven administrative or assistant experience, ideally within a mortgage, real estate, or financial services environment.
  • Strong organizational skills with the ability to manage multiple tasks and prioritize effectively.
  • Excellent communication skills, both written and verbal, with an emphasis on tact and diplomacy.
  • Proficiency in office management systems and CRM software (Salesforce preferred).
  • High attention to detail and a commitment to delivering high-quality support.
  • Legible handwriting.
  • Self-starter.
  • Typing speed of at least 50 words per minute.
  • Proficiency in MS Word/Google Docs and Excel/Google Sheets.

Benefits:
  • Industry Leader: Join an industry-leading company that sets the standard in the mortgage consulting field. Our strategic approach and exceptional service record make us a beacon in the competitive real estate market.
  • Competitive Compensation: Attractive salary with potential for bonuses based on performance and contribution to team success.
  • Professional Development: Opportunities to grow within the company and enhance your skills through continuous learning and operational leadership.
  • Mentorship from the Best: Benefit from the leadership and support of veteran loan officers who consistently rank in the top 10% nationwide. Our team's extensive experience and proven success provide an unparalleled learning and growth environment for all employees.

Why Join SMB?

At Seattle's Mortgage Broker, you're not just joining a company; you're joining a family. We understand that buying a home is more than a transaction-it's a major life milestone. We pride ourselves on being a lifetime partner to our clients and our team members. If you're looking for a role where your work directly contributes to the success and happiness of others, SMB is your next career step.

Application Process:

Don't miss the opportunity to be part of a team that values integrity, client satisfaction, and community impact. Apply today to join our team at Seattle's Mortgage Broker where we turn homebuying dreams into reality.

Please note that preference will be given to those that provide a 30-second video on why they feel they are a good fit.
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