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
All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.
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.
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Top Skills
What We Do
Newrez LLC (Newrez) is a leading nationwide mortgage lender and servicer. As a lender, Newrez focuses on offering a breadth of industry-leading products, supported by a loan process that blends both human interaction and the benefits of technology into an unparalleled customer experience. Founded in 2008 and licensed to lend in 50 states, Newrez is headquartered in Fort Washington, Pennsylvania and operates multiple lending channels, including Correspondent Lending, Wholesale, Direct-to-Consumer, Retail, and a network of joint venture partners. Newrez’s servicing business consists of its performing loan servicing division, Newrez Servicing, and its special servicing division, Shellpoint Mortgage Servicing. Newrez also has several affiliates that perform various services in the mortgage and real estate industries. These include Avenue 365 Lender Services, LLC, a title agency, and E Street Appraisal Management LLC, an appraisal management company. Newrez is member of the New Residential Investment Corp. family. More information is available at www.newrez.com.
© 2022 Newrez LLC {f/k/a New Penn Financial, LLC}. All Rights Reserved. {Doing business as Newrez Mortgage in the states of Arkansas and Texas}. {Website approval pending with the New York Department of Financial Services.} This communication does not constitute a commitment to lend or the guarantee of a specified interest rate. All loan programs and availability of cash proceeds are subject to credit, underwriting and property approval. Programs, rates, terms and conditions are subject to change without notice. Other restrictions apply. Newrez LLC, 1100 Virginia Drive, Suite 125, Fort Washington, PA 19034. Corp NMLS#: 3013 (www.nmlsconsumeraccess.org). Additional licenses available at www.newrez.com. Equal Housing Opportunity.