
Executive Operations Assistant
Job Description
Posted on: July 18, 2025
DescriptionBasic Function This position will provide Divisional Sales Executive leadership with administrative support. The ideal candidate is an excellent communicator who is highly organized & works collaboratively. This position supports our team in the West so the ideal candidate is located in the Pacific or Mountain timezone. Responsibilities Administrative Support
- Manage the executive’s calendar, including coordinating meetings, sales calls, pipeline reviews, and branch visits with recruits, loan officers, branch managers, and Churchill leadership
- Track and submit monthly expense reports and mileage
- Prepare agendas, reports, slide decks, and follow-up notes for meetings
- Coordinate logistics for recruiting meetings, trainings, or branch/company events
- Plan and assist with marketing events or networking functions in collaboration with marketing & branch staff
Sales & Pipeline Coordination
- Assist with compiling weekly/monthly sales reports and pipeline summaries
- Track and follow up on key sales metrics, team production goals, and performance dashboards
- Prepare branch, region, or individual performance data for executive review
Communication & Client Relations
- Serve as the liaison with loan officers, branch staff, Churchill leadership & stakeholders
- Draft and send communications to Divisional sales teams, and leadership
- Manage database
- Support appreciation efforts—cards, gifts, event invites, etc.
Recruiting & Onboarding Support
- Assist with resume screening and LinkedIn outreach, as needed
- Organize candidate interviews and recruiting calls/lunches/dinners
- Enter all new hire details into the internal system to kick start employee onboarding
- Help prepare new loan officers or branch hires for onboarding
Travel & Logistics
- Arrange travel for branch visits, conferences, or partner meetings
- Prepare itineraries, confirm meeting locations, and manage last-minute travel changes
- Marketing & Brand Support
- Manage social media for region and executive
- Coordinate printing or delivery of marketing materials for sales team or events
Confidential & Strategic Support
- Handle confidential information related to compensation, recruiting, or personnel issues
- Help the executive prioritize competing demands and assist with day-to-day workflow
- Act as a sounding board and thought partner to help anticipate needs and spot issues
Perform other duties and projects as assigned or requested QualificationsSkills Independent Judgment, Oral & Written Communication Skills, Analyzing Skills, Customer Service, Diplomacy, Organization, Professionalism, Time Management, Computer Literacy, Alpha/Numeric Keyboard Skills. Education/Experience
- Minimum 2 years of mortgage experience
- Minimum 2 years of experience supporting leadership
- Experience managing social media in a professional capacity
- Bachelor’s degree preferred; High school or equivalent required
Computer Skills Candidate must have advanced proficiency in Excel, Outlook, and PowerPoint. Expertise with these particular Microsoft Office applications—alongside general computer and mobile device skills—is a critical requirement for successful performance. Other Requirements Must be able to pass a criminal history information background check. Remote workers must have access to reliable, high-speed internet (not satellite; Minimum of 25 Mbs download speed and 15 Mbs upload speed). Compensation $75,000 - $85,000/year Benefits Churchill Mortgage’s generous benefits package is available to all full-time employees. This includes Medical, Dental, Vision, HSA, FSA, Life, Disability, Accident, Cancer, Critical Illness, Paid Time Off, 401(k) & ESOP (Employee Stock Ownership Program). Employees Own The Company Our ESOP was established by founder and president, Mike Hardwick, in 2013. It gives all current and future Churchill Mortgage employees ownership of the company in the form of company stock. Churchill Mortgage is the first privately-owned mortgage company to offer an Employee Stock Ownership Program (ESOP). Churchill Mortgage Corporation is an Equal Opportunity Employer
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