Branch Administrative Assistant

CrossCountry Mortgage - Carmel, IN

Full-time - Entry Level

Carmel, IN

5,001-10,000 employees

Credit Intermediation and Related Activities

About the position

The Branch Administrative Assistant at CrossCountry Mortgage, LLC is responsible for providing essential administrative support to ensure the efficient operation of the branch. This role involves managing the Branch Manager's calendar, coordinating business meetings, handling email correspondence, and assisting with various operational functions. The position requires independent judgment and the ability to prioritize multiple projects with minimal supervision.

Responsibilities

• Managing the team's and branch manager's calendar; scheduling a variety of business meetings.
• Managing the branch manager's email.
• Arranging travel and reservations as needed.
• Independently creating well-organized, grammatically correct emails.
• Assisting with special events planning.
• Using various software applications such as spreadsheets and relational databases to keep the rest of the team informed on clients and deals.
• Ensuring the branch adheres to the annual marketing calendar and plans.
• Establishing and maintaining record-keeping and filing systems for the branch.
• Maintaining a calendar and contact database, scheduling appointments, making travel or conference arrangements, and arranging meetings and conferences for an assigned work group.
• Performing administrative duties such as conducting research, updating databases/CRM, and preparing collateral materials.
• Completing expense reports and reconciling receipts.

Requirements

• High School diploma or equivalent.
• Proficiency in Microsoft Office.
• Excellent customer service skills.
• Strong written and verbal communication skills.
• Ability to work well under pressure and adjust to varying workload.
• Independent, self-motivated, and organized.
• High-energy and positive attitude.

Nice-to-haves

• Previous banking, financial services, or mortgage experience preferred, but not required.

Benefits

• Wellness program
• Disability insurance
• Health insurance
• Dental insurance
• 401(k)
• Paid time off
• Employee assistance program
• Vision insurance