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Executive Assistant

1 month ago

Elk River, United States Treadstone Funding Full time

We are looking to add an Executive Assistant to our team

The Executive Assistant to the Producing Branch Manager is responsible for providing high-level administrative support for the Producing Branch Manager and office. The main responsibilities for this position include by are not limited to managing the email and calendar for the Producing Branch Manager, Jungo management, project management, assistance with marketing, planning of events, and being a source of support for the team.
This position offers tremendous opportunities for growth Mortgage experience is preferred, but not required.

Essential Duties and Responsibilities:

  • Manage Branch Manager's schedule/calendar - keeping them on track for all scheduled appointments and calls, filling their calendar with appointments/calls/meetings, etc.
  • Manage Branch Manager's email - keeping the inbox organized and cleared out, delegating, and completing emails on their behalf, flagging items that need review, etc.
  • Handle administrative needs of the Branch Manager.
  • Manage all travel and accommodations.
  • Complete and submit monthly expense reports.
  • Keep Branch Manager supplied with the documents needed each day (printed calendar, Greatness Tracker, call list, thank you cards, etc.).
  • Realtor appointment preparation and follow up.
  • Acting as a backup and source of support for the team.
  • Review and approve PTO requests and timecards, with the Branch Manager.
  • Maintain and order supplies
  • Plan and execute events in tandem with the Branch Manager. Ensuring that all plans are within budget, guest list is created, invitations are sent, organize location and food, manage RSVPs and communication.
  • Assist with the management of marketing campaigns and social media for the branch.
  • Plan and execute gifts from the LO for closings.
  • Assist with Jungo management for Branch Manager and office.
  • Act as Project Manager for various projects and goals.
  • Assist with onboarding and offboarding of staff.
  • Keep up with personal coaching and development throughout the year.
  • Possible travel 0-2 times per year.
  • Stay up to date on Neighborhood Loans and Treadstone policies and procedures.
  • Perform other tasks as assigned.
Essential Traits and Values:
  • Prior mortgage experience is preferred.
  • Strong verbal and written communication skills - communicates accurately, effectively, appropriately and with a positive attitude.
  • Uses good judgement as to what to communicate as well as the best way to communicate.
  • Works effectively as a team player and encourages their peers to succeed in their respective roles.
  • Establishes a record of producing work that is highly accurate.
  • Demonstrates a sense of urgency in all tasks.
  • Strong organizational skills.
  • Takes pride in a high quality of work with a thorough attention to detail.
  • Capacity to maintain confidentiality on various topics and projects.
  • Be proactive - take initiative to resolve any possible issues that can arise.
  • Personally commits to a high quality of work and encourages others to have similar standards.
  • Ensures that quality of work does not suffer as quantity of work increases.
  • The ability to prioritize and multitask throughout the day - managing interruptions until the highest priority tasks are accomplished.
  • Manages time to ensure that deadlines are met.
  • Is an effective team player who adds complementary skills and contributes valuable skills, opinions, and feedback.
  • A desire to grow and develop their role.
  • An open mind to learning.
  • Represents Treadstone and their team in a professional manner.