Retail Lending Administrative Assistant

Northwest-Bank; Columbus (OH); On-site; USD 42,000 - 56,000; Full time

Job summary

Northwest Bancshares is seeking an Administrative Assistant for Retail Lending to support the real estate sales platform and related technologies. The role includes handling documents, reporting, upgrades, and data integrity while coordinating meetings, travel, and communications for multiple departments.

Responsibilities also include creating training materials, setting up users, testing system changes, and collaborating with vendors to ensure efficient operations and compliance with policies

Qualifications

• Bachelor's degree in Business, Marketing, Communications, or related degree preferred.
• 3-5 years system management experience preferred.
• Strong organizational and detail orientation.

Responsibilities

• Manage real estate sales platform operations and related technologies.
• Coordinate training materials and user manuals for real estate system.
• Set up new users and validate security profiles.
• Prepare reports and summaries for management and stakeholders.
• Liaise with vendors and business units to ensure quality results.
• Assist with marketing materials and onboarding of staff.

Skills

Analytical thinking

Attention to detail

Organizational skills

Communication skills

Team collaboration

Problem solving

Education

Bachelor's degree in Business/Marketing/Communications

Tools

Microsoft Office

CRM software

Job description

OH0713 NW Bancshares HQJob DescriptionThe Retail Lending Administrative Assistant is responsible for the daily operation of the real estate sales platform, including but not limited to documents, performance, audit, maintenance, data integrity, reporting, upgrades and migrations. This position performs various administrative support and clerical duties for Retail Lending, Business Banking, Secondary Marketing, Dealer Services, and Loan Servicing, and also communicates, supports, summarizes data, and presents it in an organized manner while working with members of the department.Provides general administrative support. Maintains and files reports and other information. Schedules and coordinates logistical support for conference calls and meetings. Makes travel arrangements. Provides word processing and other document preparation services. Locates and retrieves information in support of management and technical staff.Essential FunctionsEnsure that the real estate sales platform and associated technologies, configuration and functionality is consistent with the aforementioned policies, regulations and guidelinesEnsure organization change and/or changing regulations do not lead to unrecognized or unmanaged inefficiencies or compliance riskRecommend processes and procedures that enhance efficiency, compliance, and increase productivity while supporting customer service initiatives and profitability goalsCreate processes, procedures, tools and training for the real estate sales system, its users and associated technologies to ensure operational reliability and consistencyUpdate, develop, and maintain instructional/training manualsDirect and participate in the day-to-day technical operation of the real estate sales platform and associated technologies so to ensure agreement with business unit expectations and compliance with all applicable policies and regulationsProvide the configuration, implementation, maintenance, development, performance accountability, testing and support for the real estate sales platform and associated technologiesIdentify and resolve systematic inefficiencies/issues associated with the real estate sales platform and/or associated technologiesDetermine and direct the frequency, intensity and timeframe of the real estate sales platform testing needsInvestigate, analyze, track and manage the feasibility of and resource dedication necessary for system modifications and enhancementsEnsure system releases/updates are reviewed with all applicable business owners, documented accordingly, and testing is completed prior to production releaseLead problem-solving, development and system performance efforts involving outside vendors, internal IS and other support personnelCollaborate with business leads to maintain a strong understanding of current processes in order to provide suggestions for enhancements and identify opportunities for improvement.Set up new users, reset user passwords, update security profiles and validate active user lists in a manner which ensures systematic and company security controls are followedPerform system testing and analysis of resolutions and new development to ensure agreement with business unit expectations and compliance with all applicable policies and regulationsAct as liaison between vendors and business units and marketing department, ensuring beneficial relationships, and quality resultsPerform required assessments for existing business partners and perform initial assessments for potential business partnersEnsure quality and cost-effectiveness of purchased products and servicesCoordinate and participate in vendor presentationsResearch and identify opportunities for partnerships to improve efficiency, reduce costs, and improve overall resultsCapitalize on networking opportunities to enhance or develop vendor relationshipsMonitor expense related to production usageWork closely with mortgage management and the marketing department to suggest, prepare, and review marketing materials for distribution to the mortgage sales teamPropose new ideas to increase production and provide additional marketing opportunities to the mortgage teamUnderstand and ensure compliance with necessary marketing disclosure requirements on all necessary materialsAssist with staff onboarding and off boarding which includes requesting equipment setup, system access and lending authority levelsManage calendars, schedule meetings, prepare correspondences and presentations and manage travel arrangements and expense submissionsType letters, memos, correspondence, meeting minutes, contracts, and other documents and distribute as necessaryOpen, sort, and distribute incoming correspondence including mail and emailsProcess documents and manage electronic files/presentationsOrganize vendor invoices as needed for prompt payment and act as liaison between department and Accounts ReceivablePrepare various reports and summariesEnsure compliance with Northwest’s policies and procedures, and Federal/State regulationsNavigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiencyWork as part of a teamWork with on-site equipmentQualificationsBachelor's Degree Business, Marketing, Communications, or related degree preferred3 - 5 years system management experience preferredOrganizational skills with demonstrated ability to prioritize workload and attention to detailAbility to analyze, understand data and draw conclusions; demonstrate problem solving skills and thinks outside the box to find creative ways to assist the teamAbility to maintain a poised attitude under pressure with the flexibility to adapt to changing priorities in a deadline driven environment#LI-MM1Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.