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Role Description

We are looking for a highly structured, bilingual (English/Spanish) Executive Assistant to support a U.S.-based executive operating in the mortgage origination and real estate finance sector. This role requires someone who brings structure, accountability, and operational discipline into a fast-paced financial services environment.

• Supporting executive-level daily operations and calendar management
• Speaking with clients (English & Spanish) to schedule evaluation meetings
• Coordinating meetings, Zoom calls, and calendar invites
• Managing CRM updates and client tracking systems
• Handling confidential financial and compliance-related information
• Preparing reports, spreadsheets, and executive documentation
• Prioritizing tasks in a production-driven mortgage environment
• Participating in weekly performance review and priority alignment meetings

Qualifications

• Minimum 2 years of experience supporting a U.S.-based executive
• Prior experience in mortgage, banking, real estate, or financial services (strongly preferred)
• Fully bilingual in English and Spanish (verbal & written)
• Experience communicating with clients via phone and email
• High proficiency in MS Office (Excel, Word, Outlook, Teams)
• High proficiency in Google Workspace
• High proficiency in CRM systems
• High proficiency in Zoom
• High proficiency in calendar management systems
• Strong time-management and prioritization skills
• Close attention to detail
• Experience handling confidential financial information
• Proactive mindset (anticipates needs)
• Comfortable working in a fast-paced, production-focused environment
• Must be available during Eastern Time business hours