Client Executive Jobs in Temecula, CA (NOW HIRING)

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview:

The Executive Assistant provides high-level administrative, operational, and client-support services to executive leadership. This role serves as a central hub for scheduling, communication, marketing coordination, and client engagement. This role exercises independent judgment, maintains exceptional organizational systems, and manages multiple priorities with professionalism, discretion, and efficiency. The Executive Assistant plays a critical role in ensuring seamless daily operations, supporting business growth initiatives, strengthening client relationships, and enhancing brand presence.

Job Responsibilities:

• Manage the executive calendar and schedule business meetings, ensuring timely coordination and clear communication of all appointments.
• Maintain reminders for deadlines, meetings, and deliverables to support timely completion of tasks and ongoing priorities.
• Handle incoming and outgoing communications by routing information, sharing updates, and ensuring messages reach the appropriate parties.
• Monitor and respond to emails as appropriate, maintaining organized inbox management and timely follow-through.
• Prepare professional correspondence and reports, ensuring accuracy, clarity, and proper formatting.
• Assist with personal scheduling and logistics to support smooth daily operations and overall time management.
• Arrange travel and accommodations, including reservations and related logistical details.
• Support branch operations and workflow by maintaining databases and reporting tools, tracking projects and deadlines, and maintaining filing systems.
• Support marketing, branding, and communications by managing campaigns, coordinating outreach activities, and maintaining social media and digital platforms.
• Plan and coordinate special events, manage gifting programs, and support special projects from initiation through completion.

Qualifications and Skills:

• Mortgage industry experience, preferred.
• Experience with CRM platforms and scheduling tools, preferred.
• Excellent organization and time management skills.
• Excellent communication skills.
• Skilled in demonstrating reliability and accountability in managing tasks and commitments.
• Skilled in maintaining a service-oriented mindset and delivering responsive, professional support.
• Skilled in adapting to changing priorities and collaborating effectively with others.
• Skilled in applying a growth-minded approach to learning, improvement, and problem-solving.
• Skilled in exercising professional discretion and handling sensitive information with confidentiality.
• Skilled in independent problem-solving and making sound decisions in a dynamic environment.
• Skilled in maintaining a high level of accuracy and attention to detail across multiple tasks and priorities.
• Proficiency in Microsoft Office Suite.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.