Branch Admin & Operations Coordinator

CCM CrossCountry Mortgage, LLC; Mishawaka (IN); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401K

Short-term disability

Employee assistance program

Wellness program

Job summary

CrossCountry Mortgage, LLC is seeking a Branch Administrative Assistant to provide high-level support to the Branch Manager, manage calendars, emails, and travel, and help keep client and deal information up to date. The role emphasizes independent judgment and handling multiple projects efficiently.

Strong communication, organizational skills, and proficiency with Microsoft Office are essential, with prior banking or mortgage experience preferred but not required.

Qualifications

• High School diploma or equivalent.
• Previous banking, financial services, or mortgage experience preferred, but not required.
• Excellent communication skills.
• Excellent time management and organization skills.
• Proficient in Microsoft Office.

Responsibilities

• Manage team’s and branch manager’s calendar; schedule meetings via Teams, Zoom, and Outlook.
• Manage emails, letters, packages, phone calls and other forms of correspondence.
• Arrange travel and reservations as needed.
• Independently create well-organized, grammatically correct emails.
• Use various software applications such as spreadsheets and relational databases to keep management and teams informed on clients and deals.
• Perform administrative duties such as conducting research, updating databases/CRM, and tracking tasks for follow-up.
• Support branches in day-to-day operations, such as opening and tracking support tickets, resolving billing, and following up on outstanding documents.
• Assist branches with onboarding and offboarding procedures.
• Complete expense reports and reconcile receipts.
• Various personal administration tasks, as needed.
• Willing to cross-train in various departments.

Skills

Communication skills

Time management

Organization

Microsoft Office

Education

High School diploma or equivalent

Tools

CRM software

Microsoft Office

Job description

CrossCountry Mortgage, LLC is seeking a Branch Administrative Assistant to provide high-level support to the Branch Manager, manage calendars, emails, and travel, and help keep client and deal information up to date. The role emphasizes independent judgment and handling multiple projects efficiently.

Strong communication, organizational skills, and proficiency with Microsoft Office are essential, with prior banking or mortgage experience preferred but not required.