Executive Assistant to Founder (High-Performance Role)
The Mortgage Source Inc
Job Description Job Description This is not a typical assistant job. If you're looking for a predictable, low-pressure role where you're told exactly what to do all day—this is not for you. If you take pride in being the person who figures things out, solves problems fast, and operates at a high level —keep reading. We are a fast-growing mortgage company, and we need a high-caliber Executive Assistant who can operate as a true right-hand to the founder. What This Role Actually Is You are the filter, the organizer, and the executor. Your job is to protect time, eliminate chaos, drive communication, and make things happen without being asked twice. You will be involved in both business and personal operations , and you will be trusted with sensitive information and real responsibility. What You'll Be Responsible For Calendar & Time Protection * Own and optimize the CEO's calendar * Prioritize ruthlessly and push back when needed * Ensure every meeting is intentional and prepared Email Ownership & Communication * Fully manage the CEO's inbox * Organize, respond, delegate, and keep communication moving * Draft replies in the CEO's voice * Ensure nothing important gets missed or delayed Client Calls & Review Generation * Call past clients to request reviews and feedback * Build rapport and represent the brand professionally * Follow up consistently until reviews are completed * Help strengthen client experience and online reputation Problem Solving & Execution * Identify issues early and handle them without waiting * Take ownership of tasks from start to finish * Bring solutions—not questions Bookkeeping & Financial Organization * Manage basic bookkeeping for business and personal * Track expenses, keep records clean, and stay organized * Coordinate with accountants and financial partners Reports & Business Monitoring * Run and maintain reports we build together * Track key metrics and performance indicators * Help identify trends, gaps, and opportunities * Keep leadership informed and proactive Errands & Personal Support * Handle logistics and errands for business and personal needs * Remove low-value tasks from the CEO's plate Operations Support * Help build and improve systems as we scale * Keep projects organized and moving forward * Ensure nothing falls through the cracks Who This Is For * You are fast, sharp, and highly resourceful * You are tech-savvy and pick up systems quickly * You take ownership —you don't wait to be told * You are comfortable on the phone and can confidently talk to clients * You are organized to a high standard and detail-oriented * You enjoy being the person who makes everything run better Who This Is NOT For * You need constant direction or hand-holding * You avoid phone calls or follow-up * You struggle with organization or miss details * You are reactive instead of proactive * You want a slow, low-pressure, clock-in/clock-out role What Success Looks Like * The CEO's inbox and calendar are fully controlled and optimized * Clients are being consistently contacted and reviews are increasing * Reports are up to date and used to drive decisions * Problems are handled before they escalate * The business runs smoother because you are in the role Final Note If you read this and thought, "This is a lot—but I'd dominate this role," you're exactly who we want. If you're looking for something easier or more structured, this is not the right fit. Company Description Fast-growing mortgage company focused on speed, service, and smart solutions. Helping clients win while building a high-performance team. Company Description Fast-growing mortgage company focused on speed, service, and smart solutions. Helping clients win while building a high-performance team.
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