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CMG Financial

Executive Assistant (On-Site or Hybrid Schedule - Nashville, TN)

Posted 4 Days Ago
Be an Early Applicant
Remote or Hybrid
Hiring Remotely in United States
60K-80K Annually
Entry level
Remote or Hybrid
Hiring Remotely in United States
60K-80K Annually
Entry level
Supports a Loan Officer by managing schedules and daily tasks, responding to client and partner communications, routing calls, organizing loan pipelines, collecting documents, tracking follow-ups, and assisting with marketing, social media, and events. The role provides borrower support throughout the loan process and requires strong organization, communication, customer service, confidentiality, and comfort with office technology. Work is full-time onsite or hybrid in Downtown Nashville.
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Are you someone who enjoys helping people, staying organized, and being a key part of a successful team? As an Executive Assistant, you’ll play a vital role in creating a smooth, positive experience for our clients while supporting a high-performing Loan Officer throughout the loan process.

 

You’ll be a key point of contact for clients, helping guide them from application through closing and ensuring important details and follow-ups stay on track. If you’re detail-oriented, customer-focused, and thrive in a fast-paced environment, this could be a great fit.

 

 

This position is onsite at our Downtown Nashville, TN branch. We are open to someone who can work fulltime onsite or a hybrid schedule. 

 

ESSENTIAL DUTIES AND RESPONSIBILITIES: Depending on background and experience

  • Help manage the Loan Officer’s day-to-day tasks
  • Manage and respond to emails from clients and business partners
  • Answer and route calls during business hours
  • Help organize and maintain the Loan Officer’s pipeline
  • Assist with borrower communication and follow-up
  • Help collect outstanding documents from clients
  • Keep files, tasks, and follow-ups organized throughout the loan process
  • Assist with marketing initiatives, social media, and events
  • Visit communities, builders, real estate offices, and referral partners as needed

 

 

QUALIFICATIONS AND EXPERIENCE:

  • Must be able to work at our new Downtown Nashville, TN branch fulltime or a hybrid schedule 
  • Personable, positive, and professional when working with coworkers, clients, and business partners
  • Highly organized and detail-oriented
  • Ability to learn new technology and become comfortable using new systems and tools
  • Marketing experience or an interest in learning marketing is highly preferred
  • Mortgage and/or real estate knowledge is a plus but not required
  • Previous administrative assistant or similar experience preferred
  • Comfortable using Microsoft Office, including Word, Excel, and Outlook
  • Strong communication skills and a customer-first mindset
  • Able to thrive in a fast-paced, ever-changing environment
  • Professional, dependable, and able to handle sensitive information with care

 

 

SUPERVISORY RESPONSIBILITIES: Direct Reports: N/A

 

 

PHYSICAL AND ENVIRONMENTAL CONDITIONS:

This role operates in an ADA-compliant office environment and utilizes typical office equipment, including computers and other standard office technology. The position may involve periods of stationary work as well as movement throughout the office during the day. Flexibility to work overtime, as needed, to meet business or project deadlines may be required.

 

 

COMPENSATION:

Compensation: This position offers a competitive base hourly rate plus performance-based bonus, with total target annual compensation ranging from $60,000 to $80,000, depending on experience, skills, qualifications, and performance.

 

 

 

HQ

CMG Financial San Ramon, California, USA Office

3160 Crow Canyon Rd, San Ramon, CA, United States, 94583

CMG Financial Pleasanton, California, USA Office

Pleasanton, United States

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