- Provide administrative support to the CPO and multiple division directors.- Schedule meetings, manage appointments, create presentations.- Originate meeting agendas and provide detailed meeting minutes.- Coordinate and complete various projects as requested.- Arrange travel and manage expense reports.- Prepare and analyze financial reports for discrepancies.- Purchase and maintain office supply inventories.- Maintain all office equipment including printers, copiers, and computers.- Receive, disburse, and reconcile petty cash funds.- Perform clerical duties such as filing, photocopying, and faxing.- Create documents such as correspondence, drafts, memos, and emails.- Develop and implement administrative policies and procedures.

- Manage a department of disclosure specialists.- Design, implement, and optimize specific department workflow processes.- Prepare and deliver initial upfront disclosures and for 46 states.- Prepare and deliver Closing Disclosure (verifying all fees are accurate).- Maintain knowledge and understanding of new government guidelines.- Review client documentation for completeness and accuracy.- Provide client service, prepare client correspondence, and answer client questions.

- Generate initial upfront disclosures and closing disclosures.- Review client documentation to prevent potential problems by highlighting deficiencies and notifying the loan officer.- Provide administrative support to ownership and high-level managers.- Perform clerical duties such as filing, typing, copying, scanning, etc.- Answer, screen, and direct incoming phone calls while providing information as needed.- Create and distribute correspondence, memos, letters, faxes, and forms to both clients and office personnel.- Design and maintain company databases and spreadsheets in adherence to company protocol.- Prepare various monthly reports for ownership.- Create and distribute marketing materials to clients.

- Basic accounting duties associated with accounts payable, accounts receivable, and office payroll.- Post transactions to journals, ledgers, and other records.- Provide client service, prepare client correspondence, and answer client questions.- Resolve client and operational issues by communicating with internal departments and external resources.- General clerical and phone support to loan officers, loan processors, and clients.