Administrative Assistant

Administrative Assistant

The Administrative Assistant provides administrative, front desk, and marketing support to the branch manager, loan officers, and sales staff in a fast-paced branch environment. This role serves as a primary point of contact for visitors, clients, referral partners, and callers while supporting daily branch operations, marketing initiatives, and community engagement efforts. Success in this role requires strong organizational skills, attention to detail, professionalism, and a commitment to delivering exceptional service.

Essential Responsibilities

• Greets guests in a professional, friendly, hospitable manner.
• Opens and closes visitor's area.
• Answers phones, takes messages or fields/answers all routine and non-routine questions.
• Assists with branch marketing initiatives, including social media content, marketing materials, branch communications, and promotional activities.
• Supports the planning, coordination, and execution of branch events, Realtor events, sponsor ships, networking opportunities, and community outreach activities.
• Provides administrative and marketing support to loan officers, branch leadership, and team members, including assistance with business development initiatives and special projects.
• Helps maintain a professional, organized, and client-ready branch environment while delivering exceptional service to clients, referral partners, and business partners.
• Establishes, develops, maintains and updates filing system/organization for the branch.
• Organizes and prioritizes large volumes of information and calls.
• Sorts and distributes mail.
• Responds to regularly occurring requests for information.
• Performs a variety of clerical duties including, but not limited to: general correspondences, memos, charts, tables, graphs and other business documents. Proofreads copies for spelling, grammar and layout.
• Assists Loan Officers with the preparation and distribution of marketing materials.
• Maintains a professional image and standards consistent with company policies and procedures.
• Responsible for a high level of confidentiality and security while handling personal information; verbal and/or written documentation.
• Performs other support/administrative tasks as requested.

Requirements

Knowledge,

Skills and Abilities

• Ability to read, write, and communicate at a level consistent with the requirements of this position and comfortable working with the public.
• Must be able to make good decisions and meet deadlines.
• Excellent communication skills; verbal and written; holds self to a high level of quality.
• Must be self-motivated and enthusiastic to obtain personal and company goals.
• Ability to stay organized to easily retrieve information and documents as needed.
• Knowledge of Microsoft Office products;
  Word, Excel, Power Point and Outlook.
• Ability to exercise independent judgment to plan, prioritize and organize diversified workload and recommend changes in office practices and procedures.
• Flexibility to adapt to peak periods of heavy work and pressure.

Experience and Training

• High school diploma or equivalent.
• A minimum of one-year related experience, preferred.

Job Dimensions

Reporting to this position:
No direct reports.

Internal Relationships:
Loan Officers, LO Assistants, Processors, Closers, Underwriters, Managers.

External Relationships:
Realtors and Brokers, Developers, Builders, Applicants, Borrowers, Appraisers and Title Companies.

Physical Demands and Work Environment

Physical Demands:

• Mostly sedentary, however, while performing the duties of this job, the employee is occasionally required to walk; reach with hands and arms; stoop; talk and hear.
• Extensive reading and computer use is expected more than 50% of the time. Receiving and expressing detailed information verbally, in person and by telephone is essential. Must be able to verbally communicate effectively with others.
• Occasionally lift and/or move up to 15 pounds.
• Regular attendance is necessary and essential to this position.

Work Environment:

• Professional atmosphere in a branch environment.
• While performing the duties of this job, the employee may be exposed to weather conditions prevalent at the time.
• Care must be observed while driving –…