Sales Operations Assistant Job at Newrez LLC, Coppell, TX

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  • Newrez LLC
  • Coppell, TX

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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