Position Summary: We are seeking an organized and proactive Administrative Assistant to manage mortgage files, track procedures, and provide customer service at a Mortgage and Insurance Consulting Firm. Key Highlights: 1. Manage files and procedures with banks and notaries. 2. Maintain digital platforms and ensure case flow. 3. Training in the financial sector with experts. Are you an extremely organized and proactive person looking for a job that allows you to achieve work-life balance? At our Mortgage and Insurance Consulting Firm, we are looking for an Administrative Assistant who will become the right hand of operations. We do not seek someone who merely waits for instructions, but rather a self-motivated individual with strong attention to detail and the ability to 'drive' processes forward with banks and notaries. What will you do with us? File Management: Technical review of documents (pay slips, bank statements, identification) to ensure compliance with banking requirements. Procedure Tracking: Ongoing contact with bank officers and notaries to expedite credit authorization and signing. Customer Service: Professionally and empathetically request missing documentation and confirm appointments. Digital Control: Keep our tracking platform (Trello/Asana) up to date so each case proceeds without delays. Notary Management: Occasional visits to notaries for signing and collecting official documents. What are we looking for in you? Proactive Attitude: Anticipate problems and seek solutions before they become urgent. Extreme Organization: Ability to manage up to 20 active files simultaneously without losing control. Technological Proficiency: Fluent use of Google Workspace (Drive, Sheets, Docs). Familiarity with Trello or Asana is a major plus! Ethics and Discretion: You will handle sensitive financial information; integrity is non-negotiable. Education: Completed high school diploma or undergraduate degree (in progress or completed). Prior experience in the mortgage sector is not required—we will train you if you have the right attitude! What do we offer you? Monthly salary: $12,000 MXN gross. Office hours: Monday to Friday, 8:00 AM to 5:00 PM. Statutory Benefits: IMSS, vacation days, and year-end bonus from day one. Stability and Growth: Formal employment contract and a career development plan in the financial sector. Professional Environment: A workplace that values your autonomy and results. Mandatory Requirements for Application: A current and healthy credit bureau report (mandatory due to the financial nature of the business). Availability to take a trust and competency assessment. If you are structured and eager to learn alongside experts, apply through this channel! . -Requirements- Minimum Education: Upper secondary education – General High School Diploma 2 years of experience Age: 25 years or older