First United Bank · 3 hours ago
Mortgage Executive Assistant
Plano-Parkwood
Full-time
Onsite
Senior Level
5+ years expFirst United Bank is a respected organization known for its commitment to employee growth and a positive work culture. The Mortgage Executive Assistant will provide high-level administrative support to the CEO, manage communications, and ensure effective organization of the CEO’s workload.
BankingFinancial ServicesInsuranceLending
Responsibilities
Possesses a strong connection to the values of First United Bank. Demonstrates values daily and holds others to the same standards
Promotes teamwork, cooperation, and collaboration, and displays a positive attitude toward the bank, employees, and policy and procedures
Acts with a strong sense of integrity in all situations and has the ability to maintain strict confidentiality
Increases effectiveness of CEO and assists him in completing desired goals – sets a high standard of integrity and possesses a strong sense of ownership
Actively manages the CEO’s workload by acting as a gatekeeper, and following up on meetings, deadlines, etc. Manages incoming calls and visitors and knows when to conserve Executives time
Develops a process for organization to ensure success – Creates file management for both paper and digital workflow and manages corporate file system. Manages Outlook calendar and other various appointments
Coordinates, schedules, and prepares CEO for meetings. Prepares agenda and PowerPoint presentation, conducts necessary research, and briefs CEO in advance
Arranges travel/Corporate meetings and develops itineraries and agendas. Records minutes for certain designated meetings
Monitors tasks delegated by the CEO to ensure results are achieved by agreed upon deadlines
Compelled to serve others and satisfy internal and external customer needs by impacting their lives in a meaningful way – has a true servant’s heart
Delivers first line of support to internal and external customers. Strong ability to handle and disarm disgruntled customers
Assists Mortgage Leadership Team in making consistent decisions by advising them of historical precedents; serving as a resource to the team
Assists with CEO’s personal matters as requested
Manages communication and correspondence in a way that aligns with the purpose of First United Bank. Prepares written correspondence, various communication pieces, and reports for CEO with minimal direction
Maintains organizational charts and ensures they are kept current
Performs other duties as requested by CEO
Completes all required compliance exams on a yearly basis
Adherence to all First United Policies and Procedures
Dresses professionally
Recommends to supervisor possible methods to improve department
Qualification
Required
Associates Degree or at least 4 years of banking experience or a related field
Familiar with a variety of banking concepts, practices, and procedures
Minimum of 5 years' experience in an administrative role, in support of an Executive Leader
Strong understanding of the internal organizational dynamics, and familiar with who does what within the organization
Proficient in a variety of computer programs including Microsoft Word, Excel, PowerPoint, and Publisher
Ability to handle customer grief while recognizing systemic issues that require attention
Requires excellent communication skills both written and verbal and ability to work with a wide range of stakeholders
Strong organizational skills with attention to detail
Requires strong sense of urgency to complete tasks
Ability to work under pressure to tight deadlines and coordinate the input of others
Mature, responsible, and handles confidential information appropriately
Company
First United Bank
First United Bank is a banking company that specializes in the fields of personal banking, loans, and business loans.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$80.45M2022-02-01Series Unknown· $80.45M
Leadership Team
Tadd D. Tobkin
Executive Vice President
Recent News
2026-01-13
2025-11-11
2025-10-22
Company data provided by crunchbase