As the Executive Assistant to the Chief Strategy Officer (CSO) you are responsible for providing highlevel administrative and operational support in a highvisibility hightrust environment. This role requires exceptional judgment attention to detail discretion and the ability to manage complex schedules travel and executive materials with precision.

Executive support is the primary focus of this addition you will provide project and task coordination support by tracking initiatives maintaining transparency into work in progress and following tasks through to completion without owning full project management responsibilities.

Executive Support

• Serve as the primary administrative partner to the Chief Strategy Officer
• Own and manage a complex dynamic executive calendar across internal and external stakeholders
• Maintain close ongoing communication with the CSO to anticipate needs and adjust priorities in real time
• Coordinate hightouch domestic and international travel including flights hotels car services dining reservations and detailed itineraries
• Prepare meeting agendas and materials in advance
• Capture meeting notes document decisions and track action items with accuracy and followthrough
• Draft format and proofread executivelevel documents and correspondence
• Serve as a professional point of contact for internal and external stakeholders
• Handle sensitive and confidential information with discretion and sound judgment

Project & Task Coordination (Secondary Focus)

• Maintain visibility into projects and initiatives in flight to support CSO priorities
• Track tasks deadlines dependencies and progress across teams
• Follow up on action items to ensure timely completion
• Provide clear concise status updates to support executive decisionmaking
• Organize and maintain documentation related to strategic initiatives

Technical Skills & Tools

• Microsoft Outlook advanced executive calendar management
• Microsoft Excel advanced proficiency including data manipulation trackers formulas filters and conditional formatting (no financial modeling required)
• Microsoft PowerPoint creation of polished printready clientfacing presentations
• Microsoft Word professional document drafting and formatting
• Microsoft Visio basic proficiency for diagrams workflows or process visuals
• CRM familiarity preferred; Salesforce experience is a plus

• 5 Years of executivelevel administrative support experience ideally supporting Csuite leadership
• Demonstrated experience managing complex calendars and hightouch travel
• Advanced Excel and PowerPoint skills with strong attention to detail
• Exceptional written and verbal communication skills
• Proven discretion in handling confidential information
• Strong organizational skills and ability to adapt in a fastpaced environment

Availability & Flexibility

This role in supporting senior leadership and clientfacing initiatives may occasionally require flexibility outside typical business hours. These needs are generally known in advance and tied to projects or travel rather than unexpected or ongoing afterhours work. Candidates should be aware of this expectation and comfortable exercising a reasonable degree of flexibility when needed.

What Success Looks Like in This Role

• The CSOs schedule and travel run smoothly even amid frequent changes
• Meetings are wellprepared documented and followed by clear action items
• Excel trackers and documents are accurate clear and reliable
• PowerPoint materials are consistently polished and clientready
• Projects in flight are transparent and followed through to completion

For California Colorado and New York applicants the pay range is $60000 to $80000

• Competitive payrates based on skills and experience
• Extensive benefits package: Medical dental vision HSA mental health programs Employee Assistance Program short term disability voluntary insurance (LTD auto home life legal pet identify theft) employee discounts
• Rest and relaxation: Paid holidays and generous PTO based on tenure
• Community and Philanthropy: Paid volunteer time
• Paid Maternity and Parental Leave
• Contribute to your future: 401K plan and robust continuous learning opportunities
• Work Perks Program: Access to discounts that help save money in your daily life

Is this the ideal location for you

Mortgage Connect is committed to offering a flexible work environment for this
role. This is a remote role meaning you have the flexibility to work from home.
(Remote work is subject to Mortgage Connects remote work policy and business needs.)

Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with a multitude of services they need in connection with a loan. Our entrepreneurial mindset allows us to differentiate ourselves in the market through continuous improvement and innovation as well as our diversified suite of product offerings. Our people are driven and committed to our cultural values we call The 5Cs: Connect Collaborate Communicate Care and Celebrate. We take these seriously and coming on board with us means you agree to adopt these values in your everyday work life with us.

All onboarding employees will be required to complete a pre-employment background check and drug screening.

We are an Equal Opportunity employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation age national origin disability protected veteran status gender identity or any other factor protected by applicable federal state or local laws. Mortgage Connect is committed to providing access equal opportunity and reasonable accommodation for individuals with disabilities in employment its services programs and activities. To request reasonable accommodation contact