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Mortgage Executive Assistant

Mortgage Executive Assistant

First United Bank & TrustParkwood,Plano
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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

  • Performs other duties as requested by CEO.
  • Completes all required compliance exams on a yearly basis.
  • Adherence to all First United Policies and Procedures.
  • Dresses professionally.
  • Recommends to supervisor possible methods to improve department.

    • 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

  • Associates Degree or at least 4 years of banking experience or a related field.
  • Familiar with a variety of banking concepts, practices, and procedures.
  • Minimum of 5 years’ experience in an administrative role, in support of an Executive Leader.

    • Technical / Functional Competencies

  • Strong understanding of the internal organizational dynamics, and familiar with who does what within the organization.
  • Proficient in a variety of computer programs including Microsoft Word, Excel, PowerPoint, and Publisher.
  • Ability to handle customer grief while recognizing systemic issues that require attention.
  • Requires excellent communication skills both written and verbal and ability to work with a wide range of stakeholders.
  • Strong organizational skills with attention to detail.
  • Requires strong sense of urgency to complete tasks.
  • Ability to work under pressure to tight deadlines and coordinate the input of others.
  • Mature, responsible, and handles confidential information appropriately.

    • 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

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    Executive Assistant • Parkwood,Plano