Executive

• Provide proactive calendar and priority management for assigned senior leaders
• Anticipate key issues, resolve conflicts, and implement action plans based on changing priorities and commitments
• Manage and coordinate leadership, team, large-group meetings, and site activities, including scheduling, rooms, content, materials, technology, catering, and logistics
• Arrange complex domestic and international travel and support itinerary changes and related needs
• Coordinate visitors, guest access, supplies, workspace requirements, local onboarding and offboarding, and other site-based administrative activities
• Complete Workday requisitions and other administrative transactions and maintain accurate departmental records and files
• Interface professionally with senior executives and diverse stakeholders while handling confidential information with discretion
• Prioritize activities based on departmental objectives and business needs while balancing competing priorities, resources, and time-sensitive requests
• Independently resolve scheduling and logistics issues under limited supervision
• Partner across the administrative support team and provide backup coverage for critical activities
• Provide dedicated administrative support to assigned Patient Safety senior leaders within the Business Capabilities & Excellence organization

Executive Associate, Patient Safety

• Provide proactive calendar and priority management for assigned senior leaders
• Anticipate key issues, resolve conflicts, and implement action plans based on changing priorities and commitments
• Manage and coordinate high-level leadership, team, large-group meetings, and site activities
• Handle scheduling, rooms, content, materials, technology, catering, and other logistics
• Arrange complex domestic and international travel and support itinerary changes
• Coordinate visitors, guest access, supplies, workspace requirements, local onboarding and offboarding, and site-based administrative activities
• Complete Workday requisitions and other administrative transactions
• Maintain accurate departmental records and files
• Interface with senior executives and diverse stakeholders while handling confidential information with discretion
• Prioritize activities according to departmental objectives and business needs
• Resolve scheduling and logistics issues independently under limited supervision
• Partner across the administrative support team and provide backup coverage
• Provide dedicated administrative support to assigned Patient Safety senior leaders in collaboration with the administrative support team and partners

• Market and sell Servion financial products and services to credit unions and other clients
• Prospect and develop new accounts
• Develop new and expand existing credit union and community bank relationships and territories
• Generate VA, FHA, conventional, and additional mortgages through prospecting
• Build relationships with key decision-makers and act as liaison and point of contact for partners
• Resolve inquiries, information requests, and complaints related to loan products and services
• Present Servion products and services to customers
• Respond to client needs and follow through on written and verbal requests
• Initiate or assist with external marketing efforts and directed marketing campaigns
• Identify revenue opportunities and contact credit unions
• Gather data, determine trends, and develop new sales ideas
• Communicate market conditions and strategies to the National Sales Manager
• Monitor and evaluate competitors’ activities and products
• Maintain monthly expense reports, sales contacts, pipeline, and sales activity reports
• Follow up with credit unions and community banks throughout the sales cycle
• Perform related duties as required

Executive – Mortgage

• Provide high-level administrative, operational and coordination support to senior leaders and extended leadership within MEG, MAP & RWE
• Manage phones, complex calendars, meeting scheduling and logistics, domestic and international travel arrangements, and expense reports
• Proactively manage schedules, anticipate conflicts, identify priorities, and coordinate solutions
• Prepare leaders for meetings by assembling materials, assisting with PowerPoint presentations, coordinating preparatory meetings, and preparing pre-reads
• Handle confidential business information, organizational matters, personnel activities, and leadership communications with professionalism and discretion
• Coordinate logistics for leadership meetings, town halls, offsites, team meetings, workshops, and strategic business reviews
• Identify opportunities to improve efficiency, streamline processes, and enhance team effectiveness
• Manage SharePoint sites, OneDrive repositories, electronic filing systems, distribution lists, organizational communications, and other business tools
• Create, edit, and track job requisitions and personnel-related transactions
• Support onboarding, organizational changes, department initiatives, business processes, governance activities, budget-related tasks, and special projects
• Serve as a collaborative partner across MEG, MAP & RWE, supporting communication, coordination, and operational excellence