Administrative Assistant

Are you an organized, dependable professional who enjoys supporting others and keeping things running efficiently? Join Manzi Mortgage Group, a well-respected mortgage team dedicated to helping clients achieve their homeownership goals with care, integrity, and exceptional service. We’re looking for a reliable Administrative Assistant to provide administrative and client support to a busy mortgage professional. If you’re someone who is friendly, outgoing, takes pride in being detail-oriented, enjoys working behind the scenes as well as interacting with clients, and finds satisfaction in bringing structure and order to a fast-paced environment, this could be the perfect fit for you. As the Administrative Assistant, you’ll play a key role in keeping operations organized and clients informed throughout the loan process. You’ll manage daily administrative tasks, assist with document preparation, and help ensure files move smoothly from application through closing, as well as follow up with existing and new clients. You don’t need previous mortgage experience to succeed—just strong attention to detail, a positive attitude, and a willingness to learn. Compensation

• $40,000 – $50,000 annual base salary (depending on experience)
• Performance-based bonuses
• Paid time off and holidays
• Growth opportunities and on-the-job training
• Supportive team environment and meaningful work Responsibilities :
• Manage daily administrative tasks such as scheduling, calendar management, and organizing client meetings.
• Assist with loan processing tasks—help collect, review, and organize borrower documentation such as income verification, insurance forms, and disclosures.
• Maintain and update digital and paper loan files to ensure information is complete and accurate.
• Enter and track client data in CRM and loan systems, keeping records current and organized.
• Follow up with clients and third parties (such as title companies, appraisers, and agents) to gather documents or confirm updates.
• Communicate with clients in a friendly, professional manner to provide updates and next steps in the process.
• Prepare client packets, application materials, and basic loan summaries as directed.
• Support marketing and communication efforts, including sending thank-you notes or maintaining simple partner databases.
• Assist with post-closing follow-up, client appreciation touches, and maintaining referral partner relationships.
• Keep the office organized and running smoothly by managing supplies, digital filing, and general administrative support.
• Take initiative to improve checklists, workflows, and systems that enhance organization and client care. Qualifications :
• 1–3 years of administrative, customer service, or office experience (mortgage, real estate, or financial industry experience a plus).
• Strong organizational and time management skills with attention to detail.
• Excellent communication skills—both written and verbal.
• Tech-savvy and comfortable learning new software (Microsoft Office, Google Workspace, CRM tools).
• Positive attitude, team player, and eager to learn the business.
• Professional demeanor, reliability, and a strong sense of responsibility. Compensation : $40,000 – $50,000
• Manage daily administrative tasks such as scheduling, calendar management, and organizing client meetings.
• Assist with loan processing tasks—help collect, review, and organize borrower documentation such as income verification, insurance forms, and disclosures.
• Maintain and update digital and paper loan files to ensure information is complete and accurate.
• Enter and track client data in CRM and loan systems, keeping records current and organized.
• Follow up with clients and third parties (such as title companies, appraisers, and agents) to gather documents or confirm updates.
• Communicate with clients in a friendly, professional manner to provide updates and next steps in the process.
• Prepare client packets, application materials, and basic loan summaries as directed.
• Support marketing and communication efforts, including sending thank-you notes or maintaining simple partner databases.
• Assist with post-closing follow-up, client appreciation touches, and maintaining referral partner relationships.
• Keep the office organized and running smoothly by managing supplies, digital filing, and general administrative support.
• Take initiative to improve checklists, workflows, and systems that enhance organization and client care.

Compensation :

$40,000-$50,000 per year