• Manage and maintain the Loan Officer’s (LO) calendar, including setting, scheduling, and following up on appointments with clients, realtors, and other stakeholders. • Organize and update the LO’s Customer Relationship Management (CRM) system by adding, categorizing, and manually entering leads, realtor contacts, and other business relationships. • Maintain and update the Lead Contact Tracker List, ensuring accurate data and timely follow-ups. • Handle email correspondence, prioritize tasks, and ensure timely responses to inquiries. • Track, request, and respond to customer reviews to maintain a positive online reputation. • Manage social media accounts, including content creation, ad design, and consumer interaction to promote engagement and maintain a strong online presence. • Develop and execute ad campaigns across various online marketing channels to enhance brand awareness and generate leads. • Use Account Engagement in Salesforce to create marketing campaigns, track customer engagement, and measure campaign performance. • Assist in the creation of visually appealing and compelling content for marketing materials, including social media, email campaigns, and other digital platforms. • Develop and maintain strong relationships with leads, clients, and referral partners to ensure timely follow-up and consistent communication. • Assist with lead nurturing and follow-up through personalized outreach and communication.

• Handle administrative duties including calendar management, email correspondence, and document preparation • Assist with scheduling meetings and coordinating travel arrangements • Conduct research and compile information to support various projects • Prepare reports and presentations, maintaining a high standard of quality • Serve as a liaison between clients and team members, ensuring effective communication • Manage social media accounts and assist with content creation as needed • Implement and streamline office processes to improve efficiency • Collaborate with team members to support project completion and deadlines

• Build and maintain complex workflows, triggers, and automations within GoHighLevel. • Manage platform integrations (MindBody, GoHighLevel, WordPress, Google Sheets) using Zapier, Make, or APIs. • Perform regular updates and maintenance on our WordPress website, including landing page creation and plugin management. • Utilize AI tools (ChatGPT, Claude, Gemini) to develop chatbots, draft workflow logic, and automate internal documentation. • Build data dashboards and pull weekly reports to support data-driven decision-making. • Create and maintain detailed Standard Operating Procedures (SOPs) for all newly implemented systems. • Execute and monitor email and SMS marketing campaigns within GoHighLevel. • Manage social media scheduling, posting, and community engagement. • Design marketing collateral using Canva and write compelling copy for promotions and organic content. • Monitor lead flow within the CRM to ensure timely follow-ups and pipeline health. • Support local SEO efforts, including Google Business Profile management and review generation.

- Manage dynamic calendars, scheduling, and shifting priorities across two executives while ensuring critical meetings and deadlines are maintained. - Monitor tasks, commitments, and action items in real time to ensure nothing falls through the cracks. - Coordinate across internal teams and external stakeholders to keep projects and communications moving forward. - Draft, review, and send professional emails and communications on behalf of the CEO. - Manage inboxes and correspondence, ensuring responses reflect the executive’s tone, priorities, and voice. - Communicate confidently with partners, clients, and team members on behalf of leadership when appropriate. - Prepare meeting agendas, research briefings, and relevant context ahead of calls. - Capture notes, action items, and next steps during meetings and track progress toward completion. - Help coordinate multiple projects and deliverables across different teams. - Conduct research on prospects, partners, and clients to support executive meetings and decision-making. - Provide summaries, context, and insights that help leadership prepare for conversations and engagements. - Maintain strong organization across documentation, follow-ups, calendars, and project workflows. - Ensure consistent alignment between executives, team members, and external collaborators.