Executive Assistant - Mortgage

Posted 2 Days Ago
Be an Early Applicant
San Diego, CA, USA
In-Office
Mid level
Financial Services
The Role
Provide administrative and marketing support to a high-producing loan officer: manage inbox and calendar, create collateral, coordinate meetings, events and sponsorships, handle special projects, perform general admin tasks, and improve processes.
Summary Generated by Built In

We are searching for an Executive Assistant to support an ultra-high producing loan officer!
This position provides a variety of marketing and administrative day-to-day services. Day to day duties will include preparing corporate correspondences, maintaining our internal technology platform, and maintaining our borrower gifting program. This position will also be responsible for coordination of projects and events, ensuring deadlines are met.
Responsibilities:

  • Provide day-to-day assistance to Loan Officer
  • Manage high volume inbox
  • Coordinate calendar
  • Create collateral including powerpoints, agendas, and flyers
  • Manage logistics for internal meetings, events, and corporate sponsorships
  • Coordinate special projects as required
  • Perform general administrative duties as needed
  • Identify and initiate opportunities for process improvement
Requirements:
  • BA or BS in Business, Marketing or related field preferred
  • Excellent Microsoft Power Point and Excel skills
  • CRM experience a plus
  • Highly structured and organized with ability to balance competing timelines
  • Excellent oral and written communication skills
  • 3-5 years administrative support experience
  • Basic knowledge of mortgage lending

Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include: 
  • Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed. 
  • 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday) 
  • Multiple PPO Medical Plans, as well as HDHP eligible plan. 
  • Dental Coverage 
  • Vision Coverage 
  • Company Paid Life Insurance 
  • Additional Benefits including – Optional Life, FSA, Pet Insurance etc. 
  • 401K with a generous employer match 
  • Free Legal Services 
  • Employee Loan Program 

Skills Required

  • BA or BS in Business, Marketing or related field
  • Excellent Microsoft PowerPoint and Excel skills
  • CRM experience
  • Highly structured and organized with ability to balance competing timelines
  • Excellent oral and written communication skills
  • 3-5 years administrative support experience
  • Basic knowledge of mortgage lending

Mutual of Omaha Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mutual of Omaha and has not been reviewed or approved by Mutual of Omaha.

  • Retirement Support Retirement support is positioned as a standout, with a dollar-for-dollar 401(k) match up to 6% plus an additional employer retirement contribution. Immediate vesting on the match strengthens the perceived reliability of this component of total rewards.
  • Flexible Benefits Flexible work arrangements are framed as a meaningful part of the total rewards proposition, with work-from-home flexibility and company-provided equipment commonly highlighted. This flexibility can increase the perceived value of compensation even when base pay is not described as top-of-market.
  • Fair & Transparent Compensation Compensation is characterized as generally competitive rather than exceptional, with stronger alignment in certain corporate tracks such as engineering, data, and actuarial roles. Role-by-role benchmarking is repeatedly emphasized, indicating pay outcomes are viewed as dependent on job family, level, and location.

Mutual of Omaha Insights

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The Company
HQ: Omaha, NE
7,923 Employees
Year Founded: 1909

What We Do

Founded in 1909, Mutual of Omaha is a highly-rated, Fortune 300 organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com. Mission: Our mission we help our customers protect what they care about and achieve their financial goals. Vision: For every customer a financial future imagined, planned, and secured. Values: 1. We exist for our customers 2. We act with integrity 3. We are innovative 4. We are accountable for results 5. Together we achieve greatness. Registered Representatives offer securities through Mutual of Omaha Investor Services, Inc., FINRA (www.finra.org)/ SIPC (www.sipc.org). Investment Advisor Representatives offer advisory services through Mutual of Omaha Investor Services, Inc. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Home Office Address: 3300 Mutual of Omaha Plaza, Omaha, NE 68175. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. Any links to third-party websites and resources are provided solely as a convenience to you and not as an endorsement of the content. We make no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party. Insurance products and services are offered by Mutual of Omaha Insurance Company or one of its affiliates. Mutual of Omaha Insurance Company is licensed nationwide. Each underwriting company is responsible for its own contractual and financial obligations.

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