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Mtg Rtl- Sales Support Asst - Wealth West

Plano, Texas

Job Description:

 Responsible for assisting with the administrative duties related to client relationships and identifying client service and sales needs. Assists with the coordination and follow-up with specialists and experts to ensure superior client service. This position is subject to SAFE Act registration requirements.

• Focus primarily on compliance oversight and reporting with accountability; remaining capacity for administrative tasks

• Align to a group of Lending Specialists  at 1:30

• Provides support to a market (will support multiple markets if needed to reach 1:30)

• Engage in new accountability / follow up routines to follow reporting distribution

• Accountable for weekly site compliance checklist, NPI sweeps, clean desk review, signage and expired marketing review, quarterly compliance certification in partnership with the SOM, connections/ profile compliance, LO website review and site Access review.

• Responsible for Daily/Weekly reporting

• In person client greeting

• New hire & on boarding support e.g. access

• Limited Sales Manager calendar support such as critical market meeting coordination

Required Skills:

- Strong communication skills (verbal and written)

- Drive Client experience and Operational Execution

-Manage new hire on-boarding (office access, laptop, blackberry, etc)

-Knowledge on Ariba/eRequest & myTechnology

-Excellent PC and communication skills

-Must be a team player

-Excellent problem-solving skills

Desired Skills:

- Achieve results

- Learns and Adapts

- Demonstrates understanding of basic mortgage concepts

- Must have a highly proactive mindset

-Must be able to multi-task in a fast moving environment

-Able to deliver high level of client service          

Job Band:

H8

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

 Responsible for assisting with the administrative duties related to client relationships and identifying client service and sales needs. Assists with the coordination and follow-up with specialists and experts to ensure superior client service. This position is subject to SAFE Act registration requirements.

• Focus primarily on compliance oversight and reporting with accountability; remaining capacity for administrative tasks

• Align to a group of Lending Specialists  at 1:30

• Provides support to a market (will support multiple markets if needed to reach 1:30)

• Engage in new accountability / follow up routines to follow reporting distribution

• Accountable for weekly site compliance checklist, NPI sweeps, clean desk review, signage and expired marketing review, quarterly compliance certification in partnership with the SOM, connections/ profile compliance, LO website review and site Access review.

• Responsible for Daily/Weekly reporting

• In person client greeting

• New hire & on boarding support e.g. access

• Limited Sales Manager calendar support such as critical market meeting coordination

Required Skills:

- Strong communication skills (verbal and written)

- Drive Client experience and Operational Execution

-Manage new hire on-boarding (office access, laptop, blackberry, etc)

-Knowledge on Ariba/eRequest & myTechnology

-Excellent PC and communication skills

-Must be a team player

-Excellent problem-solving skills

Desired Skills:

- Achieve results

- Learns and Adapts

- Demonstrates understanding of basic mortgage concepts

- Must have a highly proactive mindset

-Must be able to multi-task in a fast moving environment

-Able to deliver high level of client service          

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21071073

Band: H8

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Caroline Heubel

Referral Bonus:

0

Street Address

Primary Location:
7105 CORPORATE DR, TX, Plano, 75024