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
- 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.)
- Create agendas for new hires (week 1)
- Following up on system accesses (insights, Loancare, etc.)
- 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.
- Weekly and Monthly reporting-activity
- Create daily activity updates to the group
- Performance Management Tracking - Activity based
- 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