Mortgage Executive Assistant

Job Description

SUMMARY

This position is responsible for enhancing the CEO’s effectiveness by providing high-level administrative support and information management. Position requires the ability to handle a variety of complex and highly confidential matters.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

• Possesses a strong connection to the values of First United Bank. Demonstrates values daily and holds others to the same standards.
• Promotes teamwork, cooperation, and collaboration, and displays a positive attitude toward the bank, employees, and policy and procedures.
• Acts with a strong sense of integrity in all situations and has the ability to maintain strict confidentiality.
• Increases effectiveness of CEO and assists him in completing desired goals – sets a high standard of integrity and possesses a strong sense of ownership.
• Actively manages the CEO’s workload by acting as a gatekeeper, and following up on meetings, deadlines, etc. Manages incoming calls and visitors and knows when to conserve Executives time.
• Develops a process for organization to ensure success – Creates file management for both paper and digital workflow and manages corporate file system. Manages Outlook calendar and other various appointments.
• Coordinates, schedules, and prepares CEO for meetings. Prepares agenda and PowerPoint presentation, conducts necessary research, and briefs CEO in advance.
• Arranges travel / Corporate meetings and develops itineraries and agendas. Records minutes for certain designated meetings.
• Monitors tasks delegated by the CEO to ensure results are achieved by agreed upon deadlines.
• Compelled to serve others and satisfy internal and external customer needs by impacting their lives in a meaningful way – has a true servant’s heart.
• Delivers first line of support to internal and external customers. Strong ability to handle and disarm disgruntled customers.
• Assists Mortgage Leadership Team in making consistent decisions by advising them of historical precedents; serving as a resource to the team.
• Assists with CEO’s personal matters as requested.
• Manages communication and correspondence in a way that aligns with the purpose of First United Bank. Prepares written correspondence, various communication pieces, and reports for CEO with minimal direction.
• Maintains organizational charts and ensures they are kept current.

ADDITIONAL DUTIES AND RESONSIBILITIES

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Work Experience

Technical / Functional Competencies

NOTE : This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations : Plano-Parkwood