Monitor and respond to emails promptly, prioritizing messages and flagging important correspondence for attention.
Organize and maintain email folders, ensuring that messages are appropriately archived for easy access.
Schedule and coordinate appointments, meetings, and events for team members, utilizing calendar software to manage schedules efficiently.
Send reminders and confirmations for appointments to ensure attendance and minimize conflicts.
Retrieve and respond to voicemail messages in a timely manner, forwarding urgent messages to the appropriate recipients.
Maintain an organized system for tracking and following up on voicemail communications.
Assist in scheduling appointments and consultations with clients, prospects, and partners, coordinating availability between parties.
Communicate appointment details and confirmations to all relevant stakeholders.
Compile and distribute daily and monthly reports summarizing key metrics, activities, and achievements.
Ensure reports are accurate, well-presented, and delivered on schedule to relevant stakeholders.
Maintain lead tracking spreadsheets, entering new leads, updating status changes, and recording relevant information.
Regularly review and analyze lead data to identify trends and opportunities for optimization.
Coordinate the procurement of office supplies and other essential items on a weekly basis, ensuring adequate stock levels and timely delivery.
Assist team members in preparing and submitting expense reports, reviewing receipts and documentation for accuracy and compliance with company policies.
Collect and process weekly timecards from team members, accurately recording hours worked and any relevant time-off requests.
Generate and update lists of realtors for Loan Officers (LOs), providing them with accurate and relevant contact information.
Develop and maintain a monthly calendar to track and manage employee Paid Time Off (PTO) requests and availability.
Oversee the Customer Relationship Management (CRM) system, ensuring data accuracy, organization, and regular updates.
Requirements
Proven experience in an administrative or coordinator role, preferably in a fast-paced environment.
Excellent organizational and time management skills, with the ability to prioritize tasks effectively.
Strong communication skills, both written and verbal.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and calendar management software.
Attention to detail and accuracy in data entry and record-keeping.
Ability to work independently with minimal supervision and collaborate effectively within a team environment.