Broker Executive Assistant

About Us

Apex Lending is a local mortgage lender dedicated to helping our clients achieve their most important goals in life through smart, strategic mortgage planning, positioning them for long-term financial success. We focus on developing lifelong relationships with both clients and referral partners that are built on trust and exceptional service.

The Role

We are seeking an Executive Assistant who is organized, client-focused and eager to learn in a fast-paced environment. You will work directly with our Broker, assisting with the daily operations of the company and managing key parts of the loan process to help deliver an exceptional experience to every client.

Your Responsibilities

• Collect, review and organize documentation required for loan applications
• Calculate income, assets and liabilities, updating loan applications as needed
• Proactively communicate with clients regarding outstanding document requests
• Submit finalized loan applications to our operations team, ensuring a complete and accurate loan file
• Manage our past-client marketing campaigns, including scheduling Annual Mortgage Reviews, handling service requests and keeping every marketing initiative on track
• Assist with miscellaneous operations and sales-related tasks, events or projects as needed

What We Value

• Commitment to excellence and a quality-over-quantity mindset
• Integrity and relationship-driven service
• A helpful and responsive approach to client and team communication
• Willingness to learn, take initiative and provide solutions

What You'll Need

• 1 year of experience in a client-facing or customer service role
• Strong organizational skills and attention to detail
• Excellent verbal and written communication skills
• Proficiency with basic technology platforms and programs

What We Offer

• 401(k) Plan with 4% Employer Match
• Health, Dental and Vision Insurance
• PTO and Paid Holidays
• Opportunities for career growth and future advancement

Pay: From $20.00 per hour

Expected hours: 40.0 per week

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person