Administrative Assistant

Description

General Job Summary

The Administrative Assistant, assists and enhances the work flow for the current, and not limited to, the following departments at University Lending Group; Executive Management, Marketing and Accounting.

Summary of Essential Job Functions

Marketing

• Assist in creation of communications to the ULG offices, including ranking reports, monthly newsletters and contest updates.
• Assist in the ordering of promo items and external print jobs, including price quotes, ordering, following up on the order, and invoice verification and submission.
• Assist in travel coordination for employee’s business trips including hotel reservations, flight plan pricing, and car rentals.
• Assist in coordination of meetings, such as date, time, meals, promotional items such as door prizes, gift baskets and track meeting attendance.
• Create and maintain marketing project files.

Accounting

• File and Maintain invoices and customer deposits.
• Order and maintain branch office supplies
• Submit and track invoices for office expenses, repairs etc.
• Assist with employee expense reimbursement submissions

Executive Management

• Manage and coordinate business travel.
• Assist with communications from Executive Management to the company.

Other Job Functions

• All other duties as assigned by management such as:
• Assists the Loan Officers with data input for loan originations, prequalification’s, credit, setting up files in the S drive and any other function of new loan set up.
• Liaison with processing, underwriting and sales to effectively communicate 7 step emails
• Upload and label documentation into the S drive such as documentation received by customer, sales contracts, mortgage insurance quotes, etc.
• Assist loan officers and processing team with collection of loan related invoices that must be included on final CD
• Order third party items such as title insurance and HOI and assists processor in gathering loan conditions as needed
• In the absence of Sale Manager, the AA insures branch office is operational during scheduled work hours

Working Environment

Primary working environment is within an indoor climate-controlled office space. Employee may be subject to florescent lighting, dust, and other normal indoor-allergens. Employee will work in close proximity of coworkers and occasionally independently in quiet environments.

Requirements

Education, Training and Work Experience

• High School diploma or GED
• Previous office and clerical work experience required
• Previous experience at a mortgage or title company preferred. 

Knowledge, Skills and Abilities

• Maintain & foster positive relationships with customers and business partners
• Complete all assigned training in a timely manner
• Excellent organizational and time management skills
• Excellent communication skills (written and oral)
• Ability to prioritize
• Ability to work with highly confidential information
• Ability to follow instructions
• Ability to work well with others
• Ability to work under pressure

Physical Requirements

• Able to lift up to 20 pounds
• Extended periods of sitting (at computer desk)
• Complete repetitive tasks (including operation of computer mouse/keyboard)

**University Bank is an Equal Opportunity / Affirmative Action Employer**