Branch Operations Coordinator

2 weeks ago

Stamford, Connecticut, United States CrossCountry Mortgage Full time

About CrossCountry Mortgage:
CrossCountry Mortgage (CCM) stands as the leading distributed retail mortgage lender in the nation, boasting a workforce of over 7,000 employees across more than 700 branches. We are dedicated to servicing loans in all 50 states, D.C., and Puerto Rico. Our commitment to excellence has earned us recognition on the Inc. 5000 list of America's fastest-growing private companies, along with numerous accolades for our outstanding workplace culture.

Our Culture:
At CCM, we pride ourselves on fostering a vibrant culture that enhances employee engagement and drives company success. Our entrepreneurial spirit encourages every team member to express their individuality and contribute to our collective progress. We ensure comprehensive support from all departments and maintain transparency at every level.

Compensation and Benefits:
We offer a competitive compensation package and a comprehensive benefits program, which includes medical, dental, and vision coverage, as well as a 401K plan. Additional benefits include company-sponsored short-term disability, an employee assistance program, and wellness initiatives.

Position Overview:
The Branch Administrative Assistant plays a crucial role in delivering administrative support and managing various operational tasks to guarantee the branch's efficient functioning. This position involves providing high-level assistance to the Branch Manager, which includes managing calendars, coordinating business meetings, overseeing email correspondence, and tracking business activities. The ability to exercise independent judgment in addressing administrative needs while managing multiple projects is essential. This role requires on-site support.

Key Responsibilities:

  • Oversee the calendars of the team and Branch Manager, scheduling a variety of business meetings through platforms such as Teams, Zoom, and Outlook.
  • Handle emails, letters, packages, phone calls, and other forms of communication.
  • Coordinate travel arrangements and reservations as necessary.
  • Independently draft well-organized and grammatically correct emails.
  • Utilize various software applications, including spreadsheets and databases, to keep management and teams informed about clients and transactions.
  • Perform administrative tasks such as conducting research, updating databases/CRM, and tracking tasks for follow-up.
  • Support all East Coast branches in daily operations, including managing support tickets, resolving billing issues, and following up on outstanding documents.
  • Assist branches with onboarding and offboarding processes.
  • Complete various personal administrative tasks as required.
  • Prepare expense reports and reconcile receipts.
  • Provide assistance to colleagues whenever possible.
  • Maintain a high level of organization and confidentiality.
Qualifications and Skills:
  • High School Diploma or equivalent.
  • Proficient in Microsoft Office Suite.
  • Previous experience in banking, financial services, or mortgage sectors is preferred but not mandatory.
  • Strong communication skills.
  • Willingness to learn and cross-train in various departments.
This job description aims to provide essential information regarding the role's scope and the general nature of the work performed by individuals in this position. It is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities, or working conditions associated with the role.

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