Sales Operations Assistant

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Primary Function The Sales Operations Assistant will be to work with the Region Manager on all aspects of day-to-day operations for the Region. These duties will include managing sales and operations reporting, assisting with employee licensing, onboarding new employees, facilitating employee training & recognition programs, and working with the Region Manager and headquarters on various projects as required. Direct Reports N/A Principal Duties Onboarding new hires Managing new hire licensing (licensing requests, maintaining region licensing strategy, etc.) Following up with HQ on equipment (missing workstations, replacement workstations, etc.) Agendas for new hires (week 1) Following up on system accesses (insights, Loancare, etc.) Pipeline follow-up Daily tracker summary and reporting and tracks and runs all region sales contests and results and legal and payout process completions Track subject to Guardian involvement deals Send and receive Mail/FedEx for MD office Organize our monthly DTC Ranking report and announcements. Assists in project management for DTC projects including Guardian. TCPA, HMDA, & Mavent Reminders Appraisal float tracking and summary Outbound Effort reporting (RC/SF/tableau) Reporting Weekly and Monthly reporting-activity, initial disclosure, account monitoring, expiring locks, conversion index, DTC ranking, Approved pipeline, outbound effort (RC/SF/ Tableau) Failed QAC, Lock no QAC, Daily activity updates to the group Performance Management Tracking – Activity based Administrative Order office supplies Coordinate equipment set up for new hires Organize onsite company events Purchase for region, track receipts, and complete expense reports, and has learned all aspects of multiple systems to help the MD and entire DTC region. Serve as chair for the MD community engagement council to plan, facilitate, and fundraise for non-profit organizations quarterly Initiate licensing for new hires and renewals for current staff Monitor and report training attendance for DTC/HR MD facilities manager including site leader for Maryland office move. Coordinate MD office lunch and learns Performs related duties as assigned by supervisor. Education and Experience Requirements High school diploma or equivalent 1 years prior experience Experience in mortgage/banking industry financial services preferred Knowledge, Skill and Ability Requirements Excellent oral and written communication skills Proficient with MS Word, Excel. PowerPoint skills a plus Ability to meet goals and deadlines in a fast-paced, hectic environment Organized and detail-oriented Company Perks: • 15 Paid Time Off (PTO) days and 18 after 1st anniversary! • 9 Paid Holidays • Casual Workplace • Employee Engagement Activities Company Benefits: • Medical (including Health Savings Account & Flexible Savings Account) • Dental - RX – Vision – Life, Disability Insurance – 401(k) Plan with company match! – Employee Assistance Plan • Performance-based Incentives • Pet Insurance • Advancement Opportunities Newrez NOW: • Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more • 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice • Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee • Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection The right company in the right industry. In both good economic times and bad, people need homes - and mortgages to buy them. We help these people every day buy homes or refinance their current mortgage loans. In addition to offering an in-demand product, there are two things you should know about us: We value and reward entrepreneurial spirit, and we are growing. Few lenders are as innovative, as financially solid, as well managed and on track to become America’s leading lender as the Newrez Family of Companies. We deliver products and services that turn prospects into delighted customers —providing abundant opportunity for the great people who work here. These competitive advantages set us apart, and they’re why you can grow with us for the long term.