Executive/Personal Assistant to the CEO

Location: Newport Beach, CA
Employment Type: Full-Time
Salary: $25 – $35/hr. Dependent on Experience

About the Company

BluePoint Mortgage is committed to helping independent mortgage brokers gain a larger share of the market by providing excellent service and a seamless process that will improve the experience for their borrowers.

With over 30 years in the industry and an unwavering focus on the wholesale channel, BluePoint Mortgage has consistently provided its brokers with exceptional resources and pricing on investment property loans (DSCR), bank statement loans, various non-QM products, and Conventional, VA, and FHA programs.

BluePoint Mortgage has been recognized as a top wholesale mortgage lender by Scotsman Guide and has been awarded the OC Register’s top workplace multiple years in a row.

Job Description:

We are looking for a highly organized and efficient Executive/Personal Assistant to the CEO to provide administrative support and help optimize our executives’ time. The ideal candidate will be proactive, detail-oriented, and able to manage multiple tasks simultaneously. Some accounting experience is a preferred.

Responsibilities:

• Manage and maintain the CEO’s personal and professional calendar, scheduling meetings and appointments.

• Prepare, review, and respond to correspondence, presentations, and reports.

• Coordinate travel arrangements and accommodations.

• Act as a liaison between the CEO and internal departments.

• Assist with special projects as directed.

• Assist with CEO’s personal family errands, commitments, and appointments.

• Drive for personal errands and occasional family-related appointments; valid driver’s license required

• Maintain personal financial records in QuickBooks.

• Prepare monthly personal financial statements.

• Prepare checks from various accounts, both personal and organizational.

• Manage and maintain payments for specific projects and initiatives

• Coordinate transportation and attend medical appointments.

• Handle miscellaneous personal errands and tasks.

Qualifications:

• Familiarity with Microsoft programs such as Outlook and Excel.

• Excellent written and verbal communication skills.

• Ability to multitask and prioritize tasks effectively.

• Discretion and confidentiality are essential.

• Some Accounting experience or familiarity with financial recordkeeping is required.

• Valid driver’s license and ability to drive for errands and family-related appointments.

What We Offer

Competitive salary and performance-based incentives

Comprehensive benefits package (medical, dental, vision, 401k, PTO)

Growth opportunities in a dynamic, expanding Non-QM lending environment

Supportive, team-oriented culture with strong leadership and vision