Schultz Estates Powered by GoRascal is seeking a highly organized, proactive, and tech-savvy Loan Partner 1 (LP1) to serve as the right-hand administrative and operational support to a top-producing Loan Officer.

The LP1 will oversee lead onboarding, calendar coordination, email management, CRM organization, and daily administrative operations while serving as a professional first point of contact for prospects, clients, and referral partners.

Beyond traditional administrative responsibilities, this position will play an important role in improving the team's efficiency through technology, AI research, automation, and smarter workflows. The ideal candidate is resourceful, detail-oriented, solution-driven, and capable of taking ownership without needing constant direction.

This is an opportunity for someone who thinks like an operations manager, anticipates needs, and takes pride in creating an exceptional client and team experience.

Core Duties & Key Measurements

Lead Management

• Contact and coordinate newly received leads within 4 hours (or per Loan Officer direction).

• Maintain accurate lead records and tracking within the CRM.

• Support lead onboarding and follow-up processes.

• Help maintain strong lead-to-consultation and lead-to-application conversion ratios.

Calendar Management

• Set and coordinate 20+ appointments weekly (or per Loan Officer direction).

• Manage the Loan Officer's calendar, scheduling, and recurring meetings.

• Confirm 100% of appointments at least 24 hours in advance.

• Ensure the Loan Officer is prepared for daily appointments and priorities.

Database & Relationship Management

• Maintain a clean, organized, and up-to-date CRM.

• Support client and referral partner relationship management.

• Coordinate 2+ monthly events.

• Support client appreciation initiatives, including gifts, mailers, and follow-up communications.

• Assist with newsletters and referral partner engagement.

Administrative & Operational Support

• Manage the Loan Officer's inbox using Delete, Defer, Do, and Delegate.

• Keep the Loan Officer on track with daily priorities.

• Coordinate administrative tasks and operational workflows.

• Identify opportunities to improve processes and eliminate inefficiencies.

Essential Duties of This Position

Lead Management

• Track and manage incoming leads using the CRM and lead tracker.

• Onboard new leads into the CRM and ensure all information is accurate.

• Coordinate lead follow-up and communication with the appropriate team members.

• Maintain organized lead records and monitor lead-tracking performance.

• Assist with daily, monthly, quarterly, and annual lead reports.

• Support the team's relationship-building efforts with prospects and referral partners.

Calendar & Scheduling

• Manage and coordinate the Loan Officer's calendar and appointments.

• Schedule and confirm appointments for the Loan Officer.

• Review next-day schedules before the end of each business day.

• Answer and direct incoming calls for the Loan Officer and team.

• Manage recurring referral partner meetings.

• Ensure the Loan Officer is prepared for daily phone calls, meetings, and appointment blocks.

Database & Relationship Management

• Maintain a clean and organized CRM database.

• Manage birthday and home anniversary programs.

• Coordinate client appreciation events and referral partner activities.

• Support newsletters, handwritten notes, gifts, and post-closing follow-up.

• Assist with maintaining strong relationships with clients and referral partners.

Email & Administrative Management

• Manage the Loan Officer's email inbox and incoming correspondence.

• Organize, prioritize, and flag important communications.

• Handle administrative duties and follow through on outstanding tasks.

• Keep the Loan Officer organized and on track with daily priorities.

• Anticipate needs and stay one step ahead of the Loan Officer.

Technology, AI & Process Improvement

• Research and implement AI tools, automations, and technology solutions.

• Identify opportunities to optimize existing systems and eliminate repetitive tasks.

• Develop smarter workflows that improve efficiency and productivity.

• Troubleshoot technical issues and proactively recommend improvements.

• Stay current with emerging AI tools and technology that can benefit the business.

• Use only company-approved tools when handling sensitive client information.

Marketing & Events

• Create newsletters, flyers, invitations, and other marketing materials.

• Coordinate email campaigns and marketing initiatives.

• Organize events, Lunch & Learns, invitations, and RSVPs.

• Manage event logistics and follow-up communications.

• Support initiatives that strengthen referral partner relationships and generate new business opportunities.

Additional Responsibilities

• Provide proactive operational and administrative support to the Loan Officer.

• Help manage daily business operations and ensure tasks are completed on time.

• Support the Loan Officer in sales, relationship-building, and business development activities.

• Identify opportunities to improve existing processes and systems.

• Assist with technology platforms and tools used by the team.

• Take ownership of assigned responsibilities and execute independently.

• Go beyond the standard job description when needed to help the team accomplish its goals.

• Maintain a positive, professional, and solution-oriented approach at all times.

• Minimum of 5 years of mortgage industry experience.

• At least 5 years of broker-channel experience.

• Previous experience supporting a Loan Officer or working in a mortgage operations or administrative role.

• Experience with Arive LOS is required.

• Strong proficiency in Microsoft Office and other business technology platforms.

• Highly tech-savvy, with an interest and working knowledge of AI tools and automation.

• Excellent verbal and written communication skills.

• Exceptional organizational skills, attention to detail, and follow-through.

• Strong calendar, email, and database management abilities.

• Ability to multitask, prioritize, and work effectively in a fast-paced environment.

• Resourceful problem-solver who can work independently and anticipate needs.

• Strong interpersonal skills and a genuine commitment to exceptional customer service.

• Ability to work a full 40-hour workweek in Eastern Time.

• NMLS license is not required to start.

• Must have a reliable computer/laptop and a suitable remote working environment.

Schultz Estates Powered by GoRascal is a fast-growing mortgage brokerage branch based in South Florida, built on energy, mindset, integrity, and exceptional service.

Our reputation means everything to us, and our word is our strongest asset. Much of our business comes from repeat clients and referrals who trust us to deliver.

We pride ourselves on having an honest, down-to-earth, positive, and team-oriented culture. We believe in providing high-level customer service with a personal touch while maintaining clear roles, accountability, and a healthy team structure.

Our leadership style is hands-on and supportive, with an emphasis on clear communication, ownership, and independent problem-solving. We move at a fast pace and value people who are resourceful, use common sense, and come forward with solutions rather than just problems.

We are building a highly efficient and scalable operation with an ambitious goal of reaching $200 million in annual mortgage production.