Loan Partner Administrative Assistant

1 month ago


Addison, United States CrossCountry Mortgage Full time

Job Description:

Schedule: Monday through Friday

Hours: 8:00am-5:00pm

Lunch Break: 1-hour lunch break (unpaid)

Pay Range: $20/hr - $25/hr

Benefits:

  • Paid Time Off (PTO)
  • Health, Vision, and Dental Insurance
  • 401k Benefits
  • Employee Assistance Programs (EAP)
  • Life & AD&D Insurance
  • Short-Term Disability

TOP 3 DUTIES

1. Manage the Calendar and Emails

2. Make the Team Leader Look Good

3. Manage Database

1. Manage the Calendar and Emails

o Set all appointments for Team Leader, no exceptions

o Confirm all appointments the day before and if you leave a message, call the day of as well.

o Manage TLs emails

o Help TL schedule time blocking activities

o Keep TLs desk spotless

o Keep TL on track with calls and schedule

o Have at least 2 call back times scheduled in the TLs day

2. Make the Team Leader Look Good

o Thank you notes (addressed and blank set on TLs desk)

o Birthday Program

o Manage gifting

o Be the director of first impressions

3. Manage database

o Update our database on the first of each month with closed loans from the previous month.

o Mail, LOTH, and EOS

o 30-60-90 day calls for all closed loans

o Print list daily for leader to complete theme day calls

o Fill Happy Hours and Lunch & Learns:

  • Schedule, plan and execute monthly Happy Hours
  • Set up and fill events as required

Job Requirements:

High school diploma or equivalent.

Must be able to work 40 hours per week between the hours of 8:00 a.m. and 5:00 p.m.

Must be proficient in Word, Excel, and Outlook applications.

Must have excellent verbal and written communication skills.

Must have a positive attitude.

Physical Demands:

While performing the duties of this job, a person is regularly sitting in a normal office environment at a desk using a computer, phone, fax and copy machine. This person may occasionally need to lift up to 20 pounds.

Work Environment:

Standard office environment

This job description reflects managements definition of the essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. In addition, the above statements are intended to describe the general nature and level of work being performed by the person assigned to this job.



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