o Set all appointments for Team Leader, no exceptions
o Confirm all appointments the day before and if you leave a message, call the day of as well.
o Manage TL's emails
o Help TL schedule time blocking activities
o Keep TL's desk spotless
o Keep TL on track with calls and schedule
o Have at least 2 call back times scheduled in the TL's day
2. Make the Team Leader Look Good
o Thank you notes (addressed and blank set on TL's desk)
o Birthday Program
o Manage gifting
o Be the director of first impressions
3. Manage database
o Update our database on the first of each month with closed loans from the previous month.
o Mail, LOTH, and EOS
o 30-60-90 day calls for all closed loans
o Print list daily for leader to complete theme day calls
o Fill Happy Hours and Lunch & Learns:
Schedule, plan and execute monthly Happy Hours
Set up and fill events as required
Job Requirements: • High school diploma or equivalent. • Must be able to work 40 hours per week between the hours of 8:00 a.m. and 5:00 p.m. • Must be proficient in Word, Excel, and Outlook applications. • Must have excellent verbal and written communication skills. • Must have a positive attitude.
Physical Demands:
While performing the duties of this job, a person is regularly sitting in a normal office environment at a desk using a computer, phone, fax and copy machine. This person may occasionally need to lift up to 20 pounds.
Work Environment:
Standard office environment
This job description reflects management's definition of the essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. In addition, the above statements are intended to describe the general nature and level of work being performed by the person assigned to this job.