Job Description
Why Work for Quontic?
Quontic Bank is a CDFI federally chartered digital community bank. We have a customer-centric culture built around helping our customers and giving back to local communities. We're making homeownership simpler, faster, and most importantly, more accessible for all communities across the United States.
Who We are
Quontic is the adaptive digital bank that empowers its customers financially while embracing their diverse circumstances. Quontic's mission to break the system for financial empowerment stands in the face of big banks and proves there is a better and more equitable way to put the customer first. We focus on truly understanding and serving the underdogs, entrepreneurs, gig-economy workers, immigrants, and more with a curated banking experience as opposed to a one-size-fits-all banking approach.
What We Live By
Whatever your role, we are bound by a spirit of collective commitment and excellence in all aspects of our work. As an employee of Quontic, the importance of your contributions cannot be overstated. You are an important part of our team!
Your Primary Responsibilities Include:
Under the direction and supervision of the VP/Senior Mortgage Lending Officer, the Administrative Assistant supports the daily operations and administration of the team through a wide array of duties and responsibilities.
Job Responsibilities:
• Answer all incoming calls
• Schedule, track, and confirm appointments with clients for VP/Senior Mortgage Lending Officer
• Support team to track incoming leads
• Enter new clients into the CRM system (HubSpot, Jungo)
• Scan and save consultation sheets, including data entry of client information
• Prepare closing packages and gifts for weekly closings
• Conduct follow up phone calls and send surveys to recently closed clients
• Enter data into platform to send cards to clients and referral sources
• Research clients on social media platforms including Facebook, X (Twitter), Instagram, LinkedIn, etc.
• Collaborate with marketing department to coordinate VP/Senior Mortgage Lending Officer’s media, advertising, and sales literature, including production of marketing materials
• Create email campaigns and social media posts highlighting team’s recent closings
• General administrative duties as assigned
Education and Experience Requirements:
• Associate degree or equivalent years of experience
• One (1) year of relevant experience in the Customer Service field
• Full professional fluency in English and Spanish
Additional Requirements:
• Strong customer service skills and positive attitude
• Experience using social media for business preferred
• Excellent verbal and written communication skills
• Demonstrated knowledge of Microsoft Office Suite and Adobe
• Superior organizational skills and ability to respond to changes quickly with attention to detail
The above is merely a description. Responsibilities and duties are not limited to the above. Quontic reserves the right to change job descriptions at any time.
Quontic provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, pregnancy, ****** orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, Quontic will provide reasonable accommodations for qualified individuals with disabilities. If you are unable to submit an application because of incompatible assistive technology or a disability, please contact us at [email protected].
Quontic Bank is a CDFI federally chartered digital community bank. We have a customer-centric culture built around helping our customers and giving back to local communities. We're making homeownership simpler, faster, and most importantly, more accessible for all communities across the United States.
Who We are
Quontic is the adaptive digital bank that empowers its customers financially while embracing their diverse circumstances. Quontic's mission to break the system for financial empowerment stands in the face of big banks and proves there is a better and more equitable way to put the customer first. We focus on truly understanding and serving the underdogs, entrepreneurs, gig-economy workers, immigrants, and more with a curated banking experience as opposed to a one-size-fits-all banking approach.
What We Live By
Whatever your role, we are bound by a spirit of collective commitment and excellence in all aspects of our work. As an employee of Quontic, the importance of your contributions cannot be overstated. You are an important part of our team!
Your Primary Responsibilities Include:
Under the direction and supervision of the VP/Senior Mortgage Lending Officer, the Administrative Assistant supports the daily operations and administration of the team through a wide array of duties and responsibilities.
Job Responsibilities:
• Answer all incoming calls
• Schedule, track, and confirm appointments with clients for VP/Senior Mortgage Lending Officer
• Support team to track incoming leads
• Enter new clients into the CRM system (HubSpot, Jungo)
• Scan and save consultation sheets, including data entry of client information
• Prepare closing packages and gifts for weekly closings
• Conduct follow up phone calls and send surveys to recently closed clients
• Enter data into platform to send cards to clients and referral sources
• Research clients on social media platforms including Facebook, X (Twitter), Instagram, LinkedIn, etc.
• Collaborate with marketing department to coordinate VP/Senior Mortgage Lending Officer’s media, advertising, and sales literature, including production of marketing materials
• Create email campaigns and social media posts highlighting team’s recent closings
• General administrative duties as assigned
Education and Experience Requirements:
• Associate degree or equivalent years of experience
• One (1) year of relevant experience in the Customer Service field
• Full professional fluency in English and Spanish
Additional Requirements:
• Strong customer service skills and positive attitude
• Experience using social media for business preferred
• Excellent verbal and written communication skills
• Demonstrated knowledge of Microsoft Office Suite and Adobe
• Superior organizational skills and ability to respond to changes quickly with attention to detail
The above is merely a description. Responsibilities and duties are not limited to the above. Quontic reserves the right to change job descriptions at any time.
Quontic provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, pregnancy, ****** orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, Quontic will provide reasonable accommodations for qualified individuals with disabilities. If you are unable to submit an application because of incompatible assistive technology or a disability, please contact us at [email protected].
💡 Quick Summary
Seeking a career-building opportunity? The Administrative Assistant position is now open for candidates interested in the Bank Jobs sector. This role in Melville offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
