Mortgage Executive Assistant to the Director of National Sales at Towne Bank

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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