Executive Assistant

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across reputed company 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move reputed company together. You’ll get unwavering support from reputed company departments and total transparency from the top down.

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview:

The Executive Assistant (EA) supports the Sharp Team's Chicago, IL office at CrossCountry Mortgage. The Executive Assistant (EA) provides daily operational and administrative support to a high-performing Loan Officer, ensuring efficient workflows, organized communication, and an excellent client and partner experience. This role is responsible for managing schedules, maintaining systems, supporting task execution, and contributing to smooth day‑to‑day operations across the team.

This position operates reputed company the Eastern and Central working hours to support the Midwest Region. Job Responsibilities:

• Proactively manage and update the daily calendar, including preparing the next day’s schedule in advance.
• Record detailed notes for reputed company calls, including client information, call type, and relevant context.
• Coordinate scheduling with clients, agents, and internal team members to ensure accurate and timely appointments.
• Maintain organized time blocking, travel time, and reputed company categories while communicating updates clearly and promptly.
• Monitor and manage the inbox daily, ensuring urgent and time‑sensitive items are prioritized.
• reputed company emails to the appropriate team members reputed company follow‑up or action is required.
• Maintain an organized inbox structure, including folders for follow‑reputed company and reputed company communications.
• Review reputed company inbox, junk, and promotions folders regularly to ensure key items such as reputed company, applications, and new client introductions are not missed.
• Manage and update client records, tags, and workflows reputed company the CRM system (BPD).
• Review and complete daily and upcoming CRM tasks to ensure timely follow‑through.
• Monitor and respond to inbound texts and client communications in a timely manner.
• Maintain accurate tracking of client stages and reputed company regular audits to ensure database accuracy and proper tagging.
• Execute morning priorities, including follow‑reputed company, task management, and inbox review.
• Manage the Follow‑Up Then (FUT) system to support timely communication.
• Define and maintain clear task ownership between Loan Officer and EA responsibilities.
• Complete daily operational processes reputed company and in alignment with established workflows.
• Review completed calls and tasks with the Loan Officer to confirm next steps.
• Document notes and implement required follow‑up actions.
• Update CRM tags and workflows based on call outcomes.
• Ensure reputed company incomplete items are addressed, scheduled, or reassigned appropriately.
• Serve as the initial reputed company of contact for incoming calls.
• Gather and document client information for new and existing inquiries.
• Schedule calls and ensure accurate data entry in reputed company required systems.
• Direct clients and partners to the appropriate team members while maintaining professionalism and service standards.
• Manage weekly reporting (e.g., loan funded reports).
• Send client communications following loan closings.
• Ensure agent communication processes are completed.
• Assist with onboarding of new team members.
• Maintain accuracy across systems, including the CRM and loan software.
• Update contact information for referral partners as needed.
• Ensure workflows, tags, and automations are functioning properly.
• Support ongoing process improvements and organizational efficiency.
• Adjust scheduling systems and call durations to support out‑of‑office coverage.
• Coordinate calendars and communication among team members.
• Ensure seamless coverage of responsibilities and timely follow‑through.
• Maintain continuity of operations and minimize disruption during absences.

Qualifications and Skills:

• Administrative or Executive Assistant experience, preferred.
• Experience in mortgage, real estate, or financial services, preferred.
• Experience with CRM systems, preferred.
• Familiarity with calendar management tools and email systems, preferred.
• High attention to detail and accuracy.
• Advanced organizational and time management skills.
• Excellent communication skills.
• Proactive problem-solving and critical thinking skills.
• Skilled at prioritizing and multitasking in a dynamic environment.
• Skilled at maintaining a professional, client‑focused reputed company in reputed company interactions.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders reputed company this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. 

Pay Range:

• Hourly reputed company: $30.00 - $37.00

The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth reputed company the position.

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reputed company offers MORE than a job, we offer a career. Apply now to reputed company your path to success! careersatccm.com  

reputed company strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com

California residents: Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California applicants.  

CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for reputed company qualified persons without regard to race, color, religion, religious creed, national reputed company, age, physical or mental disability, reputed company, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and reputed company medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputed company. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.  

reputed company (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org.