The Sales Operations Analyst - Sales role exists to provide full support for the VP of Sales and other Sales leaders at Silverton Mortgage.  This role is heavily focused on cultivating and managing relationships with the Clayton Properties Group and its Builders.  The Sales Operations Analyst enhances the VP of Sales effectiveness by providing project and information management, planning, follow-up, and reporting.  This role will gather data, identify trends, and recommend strategies to optimize mortgage sales processes, improve profitability, and meet business objectives to give the VP of Sales time to focus on strategic initiatives and high-level decision making.

Business Process & Reporting

• Works directly with the VP of Sales to support company vision in business operations, process improvements and optimization for the Sales team.
• Oversees day-to-day business operations and ensures they run smooth and efficient by monitoring communications, team processes and practices, facilitating meetings, attending meetings on behalf of the VP, providing oversight or information on department initiatives, monitoring budget on projects/initiatives, facilitating collaboration between departments, etc.
• Manages process improvements for maximum clarity, efficiency, and success (e.g., automating workflows for routine tasks such as document collection and verification or escalation processes or streamline lead verification process).
• Analyze Sales data, identify trends (e.g., underperforming areas) and create reports with recommendations for Sales leadership. 
• Serves as a reliable resource to implement, develop, and provide communications regarding action plans for the Sales organization, as well as the overall Company strategic focus.
• Implement analytic tools to track performance and generate actionable insights for operations teams (e.g., marketing campaigns, capital market sales).
• Enforces successful implementations across multiple functions within the Company.
• Identifies skill gaps and consults with leadership for process improvement.
• Creates custom reports using existing reports or pull raw data and format it, review it and drive decision on next steps; participate in quality assurance testing to verify if data is correct or if an error exists and addresses it with the appropriate party.

Initiatives & Project Support

• Leads projects and initiatives as requested by VP of Sales and ensure they are completed on time and within budget.
• Directs and manages projects with specific focus on deliverables, risk factors, delays, impacts, tasks, and due dates.   
• Compiles reporting and analytics for Executive review related to project progress and completion for large projects.
• Outlines project plans, outcomes, and/or risks to Ops and Executive Team; share results upon completion in a timely manner.
• Partners on ad-hoc projects/task requests in different areas within the Company when they impact Sales team.
• Identifies risks to implementing initiatives or on projects and discuss mitigation opportunities with VP of Sales; helps implement mitigation plans with VP of Sales.

Communications & Change Management

• Keeps the VP of Sales advised of time-sensitive and priority issues, ensuring appropriate follow-up.
• Implement, develop, and provide communications regarding action plans for the overall Company strategic focus.
• Partners with Executive Leadership & Training Management to create tools and ideate ways to accelerate team member productivity, speed, and accuracy.
• Identifies skill gaps and consults with Sales leadership for process improvement.
• Partners with other departments and leaders to ensure successful implementations as the Sales team representative.
• Maintains professional and technical knowledge by attending educational workshops, reviewing professional publications, and establishing personal networks.

• Education:   High School Diploma or equivalent experience required
• Years of Related Experience:  5+ years of experience assisting Executives or working in Sales or Mortgage Lending.  Knowledgeable in multiple disciplines in mortgage lending (technology, accounting, capital markets) preferred.
• Licenses/Certifications:  Certification in Project Management preferred.

Knowledge, Skills and Abilities (KSAs):  

• Excellent written and verbal communication skills along with solid computer skills.
• Analytical thinker and consultative mind to support both team members and managers in all areas of the business.
• Goal-oriented, self-motivated with the capacity to meet and exceed assigned goals.
• Proficiency in scheduling, prioritizing tasks, and managing deadlines to ensure timely completion of work and projects.
• Ability to identify issues, analyze problems, and develop effective solutions.
• Ability to make informed decisions quickly and effectively under pressure.
• Ability to align project goals with organizational objectives.
• Excellent organizational skills and the ability to multitask to complete a wide variety of tasks.
• Ability to analyze complex issues and identify areas for improvements.
• Capacity to adapt to changing business environments and requirements.
• Ability to meticulously examine processes and projects and identify subtle inefficiencies and accuracy and quality.
• Ability to lead and motivate teams to implement process improvements.
• Ability to think strategically about process improvements and their long-term impact on the organization.
• Strong people skills with ability to interact with all internal teams and external customers.
• Must be able to maintain sensitive and confidential information.
• Diligence to ensure tasks are completed thoroughly and on time.
• Strong reporting skills.

Silverton Mortgage is committed to creating an inclusive workplace. Silverton Mortgage is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

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