What are the responsibilities and job description for the Sales Operations Assistant position at Newrez?
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.
Principal Duties
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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.)
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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 Texas 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)
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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
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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 Texas and entire DTC region.
- Serve as chair for the Texas 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 facilities manager
- Coordinate Texas 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
A good faith estimate of the compensation is:
37,900.00 - 57,600.00
Compensation for this position may also include other elements, including medical, financial, various paid time off benefits, and a bonus based on individual and company performance, variable or annual.
Placement within the range will be based on a variety of factors, including but not limited to, skills, experience, qualifications, location, etc.
Additional Information:
While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
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:
Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them!
- Medical, dental, and vision insurance
- Health Savings Account with employer contribution
- 401(k) Retirement plan with employer match
- Paid Maternity Leave/Parental Bonding Leave
- Pet insurance
- Adoption Assistance
- Tuition reimbursement
- Employee Loan Program
- The Newrez Employee Emergency and Disaster Fund is a new program to support our team members
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.