Job Description

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

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