Assistant operation

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 hiresManaging 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-upDaily tracker summary and reporting and tracks and runs all region sales contests and results and legal and payout process completionsTrack subject to Guardian involvement dealsSend and receive Mail / FedEx for MD officeOrganize our monthly DTC Ranking report and announcements.

Assists in project management for DTC projects including Guardian.TCPA, HMDA, & Mavent RemindersAppraisal float tracking and summaryOutbound Effort reporting (RC / SF / tableau)

• ReportingWeekly 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 groupPerformance Management Tracking Activity based
• AdministrativeOrder office suppliesCoordinate equipment set up for new hiresOrganize onsite company eventsPurchase 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 quarterlyInitiate licensing for new hires and renewals for current staffMonitor and report training attendance for DTC / HRMD 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
• 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

Last updated : 2024-07-02