My Specific Responsibilities and Value-Add at Waterstone Mortgage
Marketing & Communications Collateral
Team Coordination & Collaboration
CRM
Client & Partner Care
General Office Management
Marketing & Communications Collateral
- Created communications collateral and executed marketing projects for branch manager, loan officers and real estate agents, including promotional pop-by gifts, flyers and folders for loan consultations, lunch and learns, open houses, etc.
- Assisted with social media
Team Coordination & Collaboration
- Coordinated communication between departments, scheduled meetings, and kept all parties informed of general business operations
- Planned events and catering: “mastermind breakfasts,” realtor breakfasts, monthly team lunches, monthly company happy hours, birthday celebrations, and client appreciation events
- Organized meetings and events - scheduling, catering, preparing marketing materials, emailing event invitations, and disseminating meeting notices and other key information
- Managed Chief Loan Officer’s email and schedule, made reservations, and booked travel arrangements
- Collaborated with other Administrative Assistant on projects involving the entire branch
- Constantly adjusted priorities to meet deadlines, while balancing multiple assignments
- Demonstrated strong problem solving and critical thinking skills, with great attention to detail, and excellence in the execution of fundamental administrative duties
- Initiated and managed all on-boarding responsibilities - everything from paperwork submission and email signatures to coordination of headshots and social media accounts
- Identified opportunities to serve the team
- Inspired and motivated everyone to make it a great day!
CRM
- Managed CRM implementation for Salesforce and Surefire, including creating custom fields and processes, building reports, email distribution lists and email templates, managing data and sending mass emails
- Ensured the quality and integrity of data entered in both CRMs, including merging records to eliminate duplicate records, completing record updates, adding new records, reconciling data and verifying fields for completeness and accuracy
Client & Partner Care
- Regularly updated mailing list and sent postcards to Top 400 past clients monthly
- Wrote 10 thank you cards a week to key relationships
- Prepared “Beaver swag” (tumblers stuffed with client testimonials and a treat) and personally handed a box to everyone who came in for a loan consultation
- Shopped for and purchased customer gifts to be given by branch manager
- Updated the PowerPoint presentation on screen in entryway to personally welcome each day’s visitors
General Office Management
- Responsible for reception desk and first impressions of all who walked through the door; Greeted all visitors with a warm welcome; served as hostess, offering and preparing beverages for visitors, establishing rapport to ensure the satisfaction of their visit
- Received and directed telephone calls and relayed conversations and pertinent messages
- Owned all common areas to ensure a clean, professional, and welcoming office environment
- Managed grocery inventory and ensured that water, coffee, tea, sodas, and other “must have” items were available at all times
- Managed office supplies; kept inventory and ordered necessary items ahead of time
- Managed the inbound and outbound flow of mailings and packages
- Monitored and maintained office equipment, including copier, fax machine, postage meter, and printers
- Prepared expense reports and vendor invoices for submission to corporate office
