We are searching for an Administrative / Executive Assistant to join our team!
This position provides a variety of marketing and administrative day-to-day services to our team of loan originators and sales managers. Day to day duties will include providing general marketing and technology support to our loan officers, preparing corporate correspondences, maintaining our internal technology platforms, and preparing production reports as needed. This position will also be responsible for the overall coordination of projects and events, ensuring deadlines are met.
Responsibilities:
- Provide day-to-day assistance to Loan Officers via Sales Support Help Desk
- Coordinate monthly training calendar
- Manage internal roster of sales team, accounting for new hires and terminations
- Create collateral including powerpoints, agendas, and flyers
- Manage webinar and internal meeting platforms
- Document internal procedures and maintain web-based document library, auditing as needed
- Create internal forms and job aids for the sales team
- Manage logistics for internal meetings, events, and corporate sponsorships
- Coordinate special projects as required
- Prepare production reports for senior management
- Perform general administrative duties as needed
- Identify and initiate opportunities for process improvement
Requirements:
- BA or BS in Business, Marketing or related field preferred
- Excellent Microsoft Power Point and Excel skills
- Encompass experience a plus
- Salesforce experience a plus
- Highly structured and organized with ability to balance competing timelines
- Excellent oral and written communication skills
- 3-5 years administrative support experience
- Basic knowledge of mortgage lending
Salary Range for role is $65,000-$75,000
Top Skills
What We Do
Founded in 1909, Mutual of Omaha is a highly-rated, Fortune 300 organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com.
Mission:
Our mission we help our customers protect what they care about and achieve their financial goals.
Vision:
For every customer a financial future imagined, planned, and secured.
Values:
1. We exist for our customers
2. We act with integrity
3. We are innovative
4. We are accountable for results
5. Together we achieve greatness.
Registered Representatives offer securities through Mutual of Omaha Investor Services, Inc., FINRA (www.finra.org)/ SIPC (www.sipc.org). Investment Advisor Representatives offer advisory services through Mutual of Omaha Investor Services, Inc. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.
Home Office Address: 3300 Mutual of Omaha Plaza, Omaha, NE 68175. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. Any links to third-party websites and resources are provided solely as a convenience to you and not as an endorsement of the content. We make no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party. Insurance products and services are offered by Mutual of Omaha Insurance Company or one of its affiliates. Mutual of Omaha Insurance Company is licensed nationwide. Each underwriting company is responsible for its own contractual and financial obligations.