Loan Partner Admin

Job Summary

A company is looking for a Loan Partner Admin to support clients and the internal team in managing transactions and CRM data.

Key Responsibilities:

• Input and manage new leads in the CRM system until applications are received
• Respond to website-generated leads and assist with team communications
• Ensure loan application completeness and facilitate smooth transitions to the Pre-Approval Specialist

Required Qualifications:

• High School Diploma or equivalent
• Associate's or Bachelor's Degree in Finance, Business Administration, or related field preferred
• Experience in customer service, administrative, or real estate-related roles preferred
• Familiarity with Microsoft and CRM systems preferred
• Ability to work under pressure in a high-volume environment