Administrative Assistant

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview:

The Branch Administrative Assistant provides high-level support to the Branch Manager. This position is responsible for maintaining schedules, coordinating marketing efforts, planning events, and providing administrative support.

Job Responsibilities:

• Assist with the management of the Loan Officer’s daily, weekly, and monthly calendar, scheduling meetings, client calls, and follow-ups.
• Coordinate appointments with clients, realtors, and other business partners.
• Manage time blocking for lead generation, client consultations, and networking events.
• Proactively adjust schedules based on business priorities.
• Function as an additional point of contact for clients, partners, and internal team members.
• Assist in loan application tracking and ensure a smooth process for clients.
• Prepare reports, presentations, and documentation for business meetings.
• Monitor deadlines and follow up on pending tasks related to marketing and client outreach.
• Maintain organized records of loan applications, marketing efforts, and business growth initiatives.
• Assist in managing and executing marketing campaigns, including social media, email marketing, and print materials.
• Help create and schedule social media content for LinkedIn, Instagram, Facebook, and other platforms.
• Coordinate co-marketing opportunities with realtors, referral partners, and industry professionals.
• Oversee and update the CRM to track client and partner engagement.
• Assist in designing and distributing promotional materials, including flyers, newsletters, and loan product updates.
• Monitor engagement metrics and provide insights to improve marketing efforts.
• Plan and coordinate networking events, open houses, and educational workshops for realtors and clients.
• Organize lunch and learn sessions and business development meetings.
• Oversee venue selection, manage vendor communications, and coordinate guest invitations.
• Manage logistical planning for conferences and training sessions, with a focus on organizing travel arrangements.

Qualifications and Skills:

• High School Diploma or equivalent.
• Experience as an Administrative Assistant, Marketing Coordinator, or in an Administrative Support position in the mortgage, real estate, or financial industry.
• Experience in event planning and marketing coordination, preferred.
• Proficiency in CRM software, Google Workspace, Microsoft Office, and social media platforms.
• Knowledge of mortgage and real estate terminology, preferred.
• Skilled at identifying business needs and independently resolving problems.
• Excellent attention to detail and organization skills.
• Excellent communication skills.
• Skilled at prioritizing and managing multiple tasks efficiently.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.

Pay Range:

• Hourly Rate: $19.00 - $21.00

The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.