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Job Description

We are seeking a highly organized and proactive Admin Assistant to support our Loan Executive in managing day-to-day operations and strategic priorities. This role is critical for keeping the executive on task, managing communications, and ensuring smooth coordination across teams during branch acquisitions and onboarding.

Administrative & Executive Support

• Manage and organize the inbox daily, prioritizing messages and ensuring timely responses.

• Ensure Val responds to emails daily; draft or send responses on her behalf when appropriate.

• Manage Val’s calendar, schedule meetings, and coordinate appointments.

• Payroll - Approve weekly timecards, invoices and Sean Cahan’s weekly closings.

Operational Support

• Assist with onboarding tasks, including adding new Branch Managers/Loan Officers and updating start dates.

• Support scheduling of live file training sessions for new and existing team members.

• Oversee and maintain the Unassigned Loans Board to ensure accurate and up-to-date loan workflow tracking.

• Help create and maintain the Loan Care Checklist to support consistent client service and file quality.

• Assist with various departmental projects as needed.

Reporting & Data Management

• Compile reports and track key performance indicators (KPIs) for quarterly team meetings.

• Utilize Excel or AI-based tools to streamline reporting, data organization, and operational efficiency.

This is a fully onsite position in San Diego.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

Experience as a Loan Officer Assistant (LOA) or similar mortgage operations role (processor or admin support).

2+ years of administrative experience with 5+ years of total professional experience Familiarity with Encompass