Executive Assistant (On-Site or Hybrid Schedule - Nashville, TN)

Posted 13 Hours Ago
Be an Early Applicant
Hiring Remotely in United States
Remote or Hybrid
60K-80K Annually
Entry level
Financial Services
The Role
Supports a Loan Officer by managing schedules and daily tasks, responding to client and partner communications, routing calls, organizing loan pipelines, collecting documents, tracking follow-ups, and assisting with marketing, social media, and events. The role provides borrower support throughout the loan process and requires strong organization, communication, customer service, confidentiality, and comfort with office technology. Work is full-time onsite or hybrid in Downtown Nashville.
Summary Generated by Built In

Are you someone who enjoys helping people, staying organized, and being a key part of a successful team? As an Executive Assistant, you’ll play a vital role in creating a smooth, positive experience for our clients while supporting a high-performing Loan Officer throughout the loan process.

 

You’ll be a key point of contact for clients, helping guide them from application through closing and ensuring important details and follow-ups stay on track. If you’re detail-oriented, customer-focused, and thrive in a fast-paced environment, this could be a great fit.

 

 

This position is onsite at our Downtown Nashville, TN branch. We are open to someone who can work fulltime onsite or a hybrid schedule. 

 

ESSENTIAL DUTIES AND RESPONSIBILITIES: Depending on background and experience

  • Help manage the Loan Officer’s day-to-day tasks
  • Manage and respond to emails from clients and business partners
  • Answer and route calls during business hours
  • Help organize and maintain the Loan Officer’s pipeline
  • Assist with borrower communication and follow-up
  • Help collect outstanding documents from clients
  • Keep files, tasks, and follow-ups organized throughout the loan process
  • Assist with marketing initiatives, social media, and events
  • Visit communities, builders, real estate offices, and referral partners as needed

 

 

QUALIFICATIONS AND EXPERIENCE:

  • Must be able to work at our new Downtown Nashville, TN branch fulltime or a hybrid schedule 
  • Personable, positive, and professional when working with coworkers, clients, and business partners
  • Highly organized and detail-oriented
  • Ability to learn new technology and become comfortable using new systems and tools
  • Marketing experience or an interest in learning marketing is highly preferred
  • Mortgage and/or real estate knowledge is a plus but not required
  • Previous administrative assistant or similar experience preferred
  • Comfortable using Microsoft Office, including Word, Excel, and Outlook
  • Strong communication skills and a customer-first mindset
  • Able to thrive in a fast-paced, ever-changing environment
  • Professional, dependable, and able to handle sensitive information with care

 

 

SUPERVISORY RESPONSIBILITIES: Direct Reports: N/A

 

 

PHYSICAL AND ENVIRONMENTAL CONDITIONS:

This role operates in an ADA-compliant office environment and utilizes typical office equipment, including computers and other standard office technology. The position may involve periods of stationary work as well as movement throughout the office during the day. Flexibility to work overtime, as needed, to meet business or project deadlines may be required.

 

 

COMPENSATION:

Compensation: This position offers a competitive base hourly rate plus performance-based bonus, with total target annual compensation ranging from $60,000 to $80,000, depending on experience, skills, qualifications, and performance.

 

 

 

Skills Required

  • Ability to work full-time at the Downtown Nashville branch or on a hybrid schedule
  • Personable, positive, and professional communication with coworkers, clients, and business partners
  • Highly organized and detail-oriented
  • Ability to learn and use new technology, systems, and tools
  • Comfort using Microsoft Office, including Word, Excel, and Outlook
  • Strong communication skills and a customer-first mindset
  • Ability to thrive in a fast-paced, changing environment
  • Professionalism, dependability, and ability to handle sensitive information confidentially
  • Marketing experience or interest in learning marketing
  • Mortgage or real estate knowledge
  • Previous administrative assistant or similar experience
  • Flexibility to work overtime when needed
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The Company
HQ: San Ramon, CA
1,782 Employees
Year Founded: 1993

What We Do

For over 25 years, CMG Financial NMLS#1820 has delivered the personal service of a local lender, leveraging the resources of a national brand. Currently operating in all 50 states and the District of Columbia, CMG Financial branches have earned over 1200 Zillow reviews praising reliable preapprovals, ease of transaction, on-time closings, and transparency and communication throughout the mortgage process. Throughout the mortgage industry, CMG Financial is known for its innovation of product and continued investment in technology. From HomeFundIt, the down payment crowdfunding platform to the All In One Loan, the smarter way to borrow, CMG develops mortgage solutions that serve the needs of every borrower. CMG Financial holds federal agency lending approvals with HUD, VA, RHS, GNMA, FNMA and FHLMC and makes its products and services available through three distinct origination channels: Retail, Correspondent, and Wholesale Lending. Team CMG specializes in all new purchase and refinance mortgage needs and act as financial counselors to help borrowers make informed decisions. Find out what “Every Customer, Every Time. No Exceptions, No Excuses.” means to us!

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