Executive Assistant to President / Wholesale Mortgage

Description

The Executive Assistant to the President / Wholesale Mortgage provides high-level administrative support to the President while coordinating meetings, travel, conferences, hosted events, and key activities across the departments he oversees. The role also supports the Wholesale sales organization by coordinating with Account Executives, Account Managers, Sales Support, and shared-service teams. Success requires exceptional organization, proactive follow-through, sound judgment, and enough familiarity with mortgage or financial services to operate effectively in a fast-paced lending environment.

Essential Duties & Responsibilities

• Manage the President's calendar and meeting flow, ensuring requests include a clear purpose, appropriate attendees, necessary context or materials, and enough preparation time; proactively resolve conflicts and protect the President's time.
• Coordinate travel, conference registrations, lodging, transportation, and related logistics for the President and other team members as assigned, with accurate records and timely communication.
• Plan and coordinate Wholesale-hosted events from concept through completion, including venue research, vendor outreach, budgets, invitations, RSVPs, catering, materials, on-site logistics, and post-event follow-up.
• Provide administrative and sales coordination support across the President's areas of responsibility, including meeting preparation and follow-up, presentations, communications, action-item tracking, and coordination among Wholesale Account Executives, Account Managers, Sales Support, Marketing, Operations, and other departments.
• Perform other job-related duties consistent with the position's purpose and level of responsibility.
  
  

PAEI Profile

This role is primarily Administrator (A), with strong Producer (P) and Integrator (I) contributions and a supporting Entrepreneur (E) component.

Producer (P)

• Delivers timely, accurate execution of meetings, travel, events, executive requests, and Wholesale sales-support activities so commitments move from request to completion without unnecessary delay.
  
  

Administrator (A)

• Creates and maintains organized calendars, checklists, event plans, tracking systems, records, and standard work; ensures deadlines, owners, details, and follow-up are visible and consistently executed.
  
  

Entrepreneur (E)

• Identifies recurring friction in scheduling, events, communication, and sales support; anticipates needs and recommends practical process or technology improvements that save time and improve execution.
  
  

Integrator (I)

• Builds effective working relationships and creates clarity across the President, Wholesale team, Account Managers, shared-service departments, vendors, brokers, and external partners so responsibilities and expectations remain aligned.
  
  

Requirements

Education

• High school diploma or equivalent required; associate's or bachelor's degree preferred.
  
  

Experience

• 3 years of experience in executive assistance, sales coordination, event coordination, mortgage operations/sales support, or a similar high-accountability administrative role preferred.
• Experience in mortgage, banking, real estate, or financial services strongly preferred; Wholesale mortgage experience is a plus.
  
  

Knowledge, Skills, And Abilities

Company values and the core competencies employees are expected to demonstrate in this role.

Value Competencies Definition

Relentlessly Find a Better Way Problem Solving Identifies root causes and develops effective solutions.

• Continuous Improvement Improves work practices to promote long-term progress.
  
  

Obsess Over Little Things Emotional Intelligence Manages personal emotions and responds constructively to others.

• Customer Focused Responds to customer needs to ensure long-term satisfaction.
  
  

Take it Personal, Own It Accountability Takes responsibility and follows through on commitments.

• Initiative Acts proactively to correct course and drive results.
  
  

Working Conditions

• Professional office or hybrid work environment based in Las Vegas, NV, with regular in-person availability for meetings and events.
• Frequent use of computers, collaboration tools, CRM systems, presentation software, and standard office equipment.
• Local travel and occasional domestic travel may be required for conferences, hosted events, venue visits, and other business needs.
• Regular interaction with executives, employees, brokers, vendors, venues, and external business partners; occasional early-morning or evening availability may be required for events or travel.
  
  

Performance Expectations

• Maintain compliance with company policies, confidentiality requirements, and applicable regulations.
• Provide timely, accurate, and proactive support to the President, Wholesale team, internal departments, and external stakeholders.
• Maintain accurate calendars, event and travel records, expense documentation, and action-item tracking.
• Demonstrate sound judgment, professionalism, discretion, responsiveness, and strong follow-through.
• Anticipate needs, surface missing information before meetings or events, and escalate blockers appropriately.
  
  

Equal Employment Opportunity Statement

The Company is committed to providing equal employment opportunities and maintaining a workplace free from discrimination. Employment decisions are based on qualifications, performance, business needs, and applicable legal requirements. The Company prohibits discrimination based on ethnic or national origin, gender, age, disability, social condition, health status, religion, migration status, opinions, marital status, or any other characteristic protected by applicable law.