Mortgage Executive Assistant to the Director of National Sales

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 :

Desired Skills & Competencies :

Physical Requirements :