Executive Operations Assistant

Basic 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

Skills

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