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Provide high-level confidential administrative support to the SVP/Regional Manager, including correspondence, scheduling, travel and expense management, meeting coordination and minutes, file management, HR liaison duties, recruiting support, vendor and event management, marketing and production tracking, and other office administration tasks to support regional operations.

Manage accounts payable and receivable tasks including invoice processing, payment releases, account reconciliations, and vendor file maintenance while providing administrative support.

The Post Closing Coordinator handles post closing processes, assists with document recording, tracks loan releases, and provides customer support.

Sell and place personal lines insurance by assessing client risk, quoting coverage, and cultivating referral relationships with real estate professionals. Supervise new business onboarding, monitor potential errors or complaints, stay current on carrier underwriting and industry trends, maintain required state license and CEUs, and follow company procedures.

The Finance Project Manager will develop and implement projects, manage resources and timelines, generate reports, and ensure compliance with regulations while maintaining key stakeholder relationships.

Review client renewals, investigate premium increases, identify coverage gaps or errors, requote and remarket accounts, issue policy changes, and keep current on carrier guidelines while reporting potential E&O exposures.

The New Business Specialist supports the sales team by processing client applications, ensuring compliance and managing documentation within established guidelines.

Assist in managing a real estate sales branch by recruiting, training staff, implementing business strategies, and tracking sales performance.

Provide administrative support for escrow operations: open and package escrow files, order title and payoff documents, prepare closing statements and checks, reconcile bank statements and A/R ledgers, and communicate with buyers, sellers, lenders, and agents.

Manage the company website and digital marketing programs, optimize content for SEO, execute social media campaigns, and analyze performance metrics.