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Agent Assistant in Flower Mound, TX at Pentagon Federal Credit Union

Date Posted: 12/5/2018

Job Snapshot

Job Description

Agent Assistant

Summary

PenFed Is hiring an Agent Assistant in Flower Mound, Texas. The primary purpose of this role is to perform administrative duties for agents. Responsibilities may include screening calls, making meeting arrangements, preparing reports, financial data and correspondence to inside and outside groups, Requires strong computer and internet research skills. Also calls for flexibility, excellent interpersonal skills, project coordination experience, and the ability to work well with all levels of internal management and staff, as well as outside clients and vendors.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned. 

  • Produces information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics.
  • Conserves agent's time by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information; initiating telecommunications.
  • Maintains agent's appointment schedule by planning and scheduling meetings, conferences,
  • Maintains customer confidence and protects operations by keeping information confidential.
  • Prepares reports by collecting and analyzing information.
  • Secures information and ensures data confidentiality.
  • Provides historical reference by developing and utilizing filing and retrieval systems; recording meeting discussions.
  • Contributes to team effort by accomplishing related results as needed.

Education and Experience

Equivalent combination of education and experience is considered.

  • High School diploma or a combination of education and experience that provides the necessary skills and knowledge to satisfactorily perform the essential job functions. Bachelor’s Degree is preferred.                                       
  • Basic computer and copier knowledge to assist agents with technical issues
  • General knowledge of Microsoft Word, Excel, and Adobe PDF Reader

Supervisory Responsibility

This position will not directly supervise employees.

Licenses and Certifications

N/A

Work Environment

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

*Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*

Travel

Limited travel to various worksites is required.

About Us

Berkshire Hathaway PenFed Realty, LLC is a  full-service real estate brokerage firm with over 60 offices and 1,700 world-class sales professionals, offering complete service coverage in Virginia, Maryland, District of Columbia, Delaware, Pennsylvania, West Virginia, Florida, Tennessee, Kansas and Texas markets.  Founded in 2006, we are a wholly owned subsidiary of one of the country’s largest and most financially stable credit unions, PenFed. We are also one of the largest franchisees within the Berkshire Hathaway Home Services network. The Berkshire Hathaway HomeServices network stands among only a few organizations entrusted to use the storied Berkshire Hathaway name, a name representing strength, integrity, trust and universal respect.  PenFed’s products, pricing, and financial stability coupled with the Berkshire Hathaway brand creates a powerful combination for growth within the residential real estate arena.  With growth of over 900% in the past 5 years, PenFed Realty is recognized as one of the fastest growing real estate brokerage firms in the country.

Our mission is to recruit, retain, and support the most knowledgeable real estate agents in the industry so that we may ensure a smooth and hassle free home buying experience.

We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match and more.

Equal Employment Opportunity

PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.

PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 571-289-4710.