What are the responsibilities and job description for the Administrative Assistant position at First Rate Financial Lic #184451?
Company Description
First Rate Financial (FRF) is a boutique mortgage brokerage dedicated to exceptional communication, cutting-edge technology, and outstanding service for Alaskans, by Alaskans. Guided by the mission "to have a positive impact on the community and the people we serve," FRF emphasizes personal and professional growth, integrity, customer service, and fostering strong relationships. At the heart of FRF is the First Rate Foundation, a 501(c)(3) non-profit organization providing financial support and rapid relief to those in need. Operating with a commitment to making the mortgage process easy, enjoyable, and educational, FRF aims to create meaningful and personalized experiences for its clients.
Role Description
We are seeking an onsite Administrative & Client Experience Assistant to support a growing mortgage team. This is a full time position with room for long term growth. For the right candidate, part time may be considered.
This position is ideal for someone who is highly organized, proactive, and enjoys supporting both client and partner relationships. You will play a key role in client communication, administrative support, and coordinating across team members to help keep files moving efficiently while delivering a strong, consistent experience.
Responsibilities include managing client and agent outreach, coordinating monthly client and agent appreciation initiatives, and assisting with relationship based activities that support our brand and partnerships. This includes preparing, organizing, and helping execute scheduled agent pop bys and follow ups.
Additional responsibilities include tracking incoming loan files, requesting and following up on required documentation, scheduling client communications, and supporting the processor and production partner. This role also includes cross training to assist with coverage for the production partner during vacations or high volume periods. The goal of this position is to reduce friction, maintain strong relationships, and help the team operate at a high level.
Qualifications
- Strong organizational and time management skills
- Professional, confident, and friendly communication style
- Positive, solutions oriented mindset
- Comfortable with follow up, scheduling, and relationship based tasks
- Ability to manage multiple priorities in a fast paced environment
- Reliable, detail oriented, and takes initiative
- Ability to work onsite and represent the team in a professional manner
Preferred but not required
- Administrative, customer service, or relationship support experience
- Experience in real estate, mortgage, finance, or marketing support
- Comfortable coordinating outreach activities and working with local partners