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Administrative Assistant

San Diego, CA

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RemX has an immediate opening for a Branch Administrative Assistant for our client, a leading mortgage lender and advisor.  Apply Today!

  • Provide clerical assistance to Processors as needed, this may include completing special projects, compiling basic reports, ordering insurance, 4506s, LDP/GSAs, CAIVRs, any Bond Program items, appraisals, title and escrow documents, etc.
  • Print and mail disclosure documents.
  • Contact escrow companies in regards to trailing items, tracking items and following up accordingly until all documents are received.
  • Provide assistance auditing loan files for accuracy and completeness; reconcile files with actions when needed, including cancelling files and maintaining records for required time periods.
  • Provide assistance to Branch Manager and Branch Operations Manager as needed.
  • Answer incoming calls, provide responsive and courteous service to callers by providing information or routing them to the appropriate party as needed.
  • Collect, sort, and correctly distribute incoming mail and packages; log all packages per branch procedure.
  • Assist in the preparation and delivery of mailings as needed.
  • Maintain office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.
  • Partner with IT helpdesk and assist in the troubleshooting of basic office technology issues.
  • Perform general clerical duties and office support, to include, but not limited to: photocopying, faxing, mail distribution and filing.
  • Make copies and prepare other deliverables for meetings and marketing campaigns.
  •  Maintain a tidy and comfortable office space by picking up waste, watering plants, tidying kitchen area, refreshing magazines, etc.
  • Monitor, reconcile, and respond to appraisal and credit report invoice discrepancies.
  • Compose, type, and distribute correspondence and memos.
  • Coordinate events, meetings, and conferences with cross-functional departments; prepare agendas and set-up meeting facilities as needed.
  • Create and update forms for file flow and efficiency.
  • Perform other duties as assigned.

Job Requirements

  • High school diploma or equivalent preferred, along with a minimum of three years experience in an administrative assistant related role(s).
  • Prior experience in Mortgage lending, Finance, or similar field preferred.
  • Ability to type 60-70 wpm.
  • Passionate about delivering excellence in customer service.
  • High levels of diplomacy, tact, and confidentiality a must.
  • Demonstrated patience and professionalism when interacting with both internal and external customers.
  • Proficiency with data entry, Microsoft Word, Excel, and PowerPoint required.
  • Ability to organize and manage multiple priorities simultaneously.
  • Excellent verbal and written communication required; excellent spelling, grammar, and punctuation skills.
  • Self motivated with a strong attention to detail
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