Executive Assistant

About this role

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 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 forward together. You’ll get unwavering support from all 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 provides comprehensive administrative, operational, project coordination, event planning, and relationship management support to a mortgage professional. This role is responsible for managing schedules, coordinating communications, supporting client and business partner engagement initiatives, maintaining records and systems, and supporting operational and project-related activities to help ensure the efficient execution of business priorities. The Executive Assistant serves as a key administrative resource by coordinating information, tracking deliverables, facilitating follow-through on commitments, and supporting professional scheduling, logistics, and administrative activities as assigned.

Job Responsibilities: • Coordinate and maintain schedules, calendars, meetings, appointments, travel arrangements, and other business commitments, ensuring priorities are organized and deadlines are met. • Monitor and track tasks, projects, action items, and follow-up activities; provide timely reminders and status updates to support efficient workflow management. • Prepare materials, agendas, correspondence, reports, and related documentation for meetings, presentations, and other business activities; conduct research and gather information as needed. • Serve as a primary point of contact for designated communications and managing administrative processes. • Coordinate and maintain business records, expense documentation, invoices, contact databases, and other administrative files to support accurate recordkeeping and reporting. • Track and organize recurring expenses, receipts, vendor documentation, and related information for submission, reconciliation, and operational review. • Evaluate and support administrative processes, identifying opportunities to improve efficiency, streamline workflows, and enhance organizational effectiveness through process improvements and automation. • Coordinate client appreciation and relationship-management activities, including closing gifts, milestone recognition, outreach campaigns, and follow-up communications to support ongoing engagement. • Maintain accurate and up-to-date client, referral partner, vendor, and business contact information. • Coordinate communications, invitations, and logistics for meetings, events, presentations, and other business development initiatives. • Manage and monitor social media engagement across designated platforms, responding to messages, comments, and inquiries in a timely, professional manner and escalating items requiring additional attention as appropriate. • Support online relationship-building efforts by engaging with clients, referral partners, industry contacts, and other stakeholders through relevant interactions, content sharing, and community participation. • Track social media activity, notifications, and key relationship milestones to identify engagement opportunities, maintain accurate follow-up records, and support a consistent professional online presence. • Monitor online reviews, ratings, mentions, and reputation channels; respond to feedback in accordance with established guidelines and escalate sensitive matters when appropriate. • Track review activity and customer feedback trends, identify opportunities to recognize positive client experiences, and support initiatives that encourage client engagement and testimonials. • Support Realtor, client, and business partner outreach efforts by maintaining contact lists, preparing communications, and coordinating relationship-building activities, meetings, and events. • Track outreach activities, follow-up commitments, and key relationship dates to help ensure timely communication, completion of action items, and ongoing stakeholder engagement. • Coordinate event planning and logistics, including venue research, vendor coordination, invitations, RSVP management, attendee tracking, and event timelines. • Manage event resources and operations by arranging catering, materials, promotional items, signage, deliveries, transportation, and on-site setup and breakdown activities. • Support event execution and post-event activities by assisting with event-day logistics, tracking attendance information, and coordinating follow-up communications, acknowledgments, and related relationship-management activities. • Prepare travel itineraries, reservations, meeting materials, and scheduling information; monitor commitments and identify potential conflicts to help ensure effective coordination of priorities. • Coordinate special projects and operational initiatives from planning through completion. • Evaluate vendors, obtain pricing and service information, and coordinate activities with internal and external stakeholders to support business needs and project objectives. • Develop, maintain, and improve administrative systems, processes, and workflows while managing time-sensitive requests and resolving logistical challenges.

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