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Administrative Assistant (Mortgage)

CMG Financial
United States, United Statesfull_timeVerifiedPosted 9 Jul 2025

About the role

CMG Home Loans is hiring an Administrative Assistant for the Southwest region providing support to the production and sales staff.

 

ESSENTIAL DUTIES and RESPONSIBILITIES, includes the following responsibilities, but not limited to:

 

  • Administrative Support:
  • Email / Phone management
  • General office management
  • Ordering and organizing office supplies
  • Primary vendor contact
  • Maintaining and organizing files (both physical and digital). 
  • Preparing production reports / daily KPI reporting
  • CRM Organization / Maintenance / Campaign deployment
  • VOE / 4506 transcript fulfillment

 

  • Scheduling and Coordination:
  • Managing calendars and scheduling appointments and meetings. 
  • Coordinating travel arrangements. 
  • Arranging staff meetings and conferences. 
  • Referral partner & customer event coordination
  • Assisting with special projects as needed

 

  • Communication:
    • Handling incoming and outgoing correspondence. 
    • Responding to inquiries and emails. 
    • Facilitating communication between staff, clients, and other stakeholders. 
    • Basic Social Media management

 

Other:

  • Office philanthropy coordination
  • Supporting other staff members with administrative tasks.

 

PREFERRED QUALIFICATIONS AND EXPERIENCE:

  • Proficient in Microsoft suite of product; Outlook, Word, Excel, PowerPoint etc.
  • Ability to work in a fast-paced fluid environment.
  • Excellent communication skills both written and verbal.
  • High level of integrity and confidentiality required.
  • Ability to be professional at all times.

 

 

 

 

SUPERVISORY RESPONSIBILITIES:

Direct Reports: N/A

PHYSICAL and ENVIRONMENTAL CONDITIONS - This role operates in an ADA compliant office environment, utilizing typical office equipment and tasks including computer work. The position may involve partial stationary positions and moving throughout the day. Flexibility to work overtime to meet project deadlines is required.

 

Base Compensation Information – This role is currently allocated for candidates within geographic regions that do not currently require base wage disclosure. The compensation range for this position will be provided upon request. (Due to their geographic location, residents of the states of CA & CO, and for New York City are excluded from this role at this time.)

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Company

CMG Financial

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