Mortgage Executive Assistant to the Director of National Sales

TowneBank MortgageNorfolk, VA, US

13 days ago

Job type

Full-time

Job description

Mortgage Executive Assistant To The Director Of National Sales

TowneBank has a culture that : Has a commitment to exquisite service for our members that will lead to our ability to create a reasonable rate of return for our shareholders, a bright future for our dedicated bankers, and a leadership role for our bank in promoting the social, cultural, and economic well-being of our community. Embraces our hometown banking philosophy, where our family members, directors and employees are active volunteers, serving on numerous boards and donating their time and talents to local organizations.

Primary Purpose : The Mortgage Executive Assistant provides administrative support for all activities of the Director of National Sales.

Essential Responsibilities :

Reviews and evaluates requests and communication, and summarizes, preparing responses and / or redirecting as needed
Creates mortgage-specific reports and documentation using MS Office Suite
Analyzes large amounts of data using Excel and summarizes findings
Utilizes mortgage knowledge and experience to anticipate problems, critical issues, and opportunities as they arise
Manages and coordinates calendars and emails
Coordinates travel, including air, hotel, or flight arrangements
Coordinates meetings by scheduling, securing a location, and making catering arrangements
Attends meetings and prepares meeting minutes
Ability to travel for annual events, as needed
Prepares the monthly reconciliation of corporate credit cards and expense reports
Assists in drafting communications from the Director of National Sales to the Sales Department
Maintains the Sales SharePoint site
Assists HR and Accounting with sales employee compensation schedules and offer packets
Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML), including the Bank Secrecy Act (BSA)

Minimum Required Skills & Competencies :

Experience using Microsoft Office Suite in a professional work environment

Possesses intermediate-level Excel skills

Has experience in Mortgage Sales or Mortgage Operations

Well organized with an ability to prioritize and multitask

Strong verbal and written communication skills

Has strong customer service skills and telephone presence

Ability to exercise discretion and sound judgment when dealing with confidential information

Ability to work independently and as a team member

Ability to demonstrate flexibility as demands and priorities change

Ability to interpret and apply policies and guidelines effectively

Desired Skills & Competencies :

Minimum of two years Administrative / Executive Assistant experience

Demonstrated ability to resolve conflicts with creativity and authority while maintaining a professional relationship

Ability to control situations or events in the absence of a higher authority

Ability to make recommendations or decisions that affect office operations and activities

Demonstrated experience managing a complex calendar

Physical Requirements :

Express or exchange ideas by means of the spoken word via email and verbally

Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time

Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation

Not substantially exposed to adverse environmental conditions

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential responsibilities.

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Executive Assistant • Norfolk, VA, US