• Create, maintain, and update spreadsheets. • Pull reports from various sources, enter data into software systems, and ensure accuracy. • Perform regular data entry tasks and ensure consistency and reliability of data. • Monitor, prioritize, and respond to incoming emails on behalf of the team or department. • Manage email correspondence efficiently, ensuring timely responses to inquiries. • Draft and send professional emails as needed to clients, team members, and other stakeholders. • Update and maintain CRM system with client information, interactions, and progress. • Ensure CRM data is up to date and accurate for easy reference by the team. • Assist with reports and tracking related to CRM usage and performance. • Support the onboarding process for new clients, including tasks like creating login credentials and sending welcome emails. • Ensure that clients are successfully onboarded with clear instructions and support throughout the process. • Coordinate and manage calendars, including setting appointments, meetings, and reminders. • Assist in scheduling client meetings and coordinating logistics as needed. • Handle meeting requests and ensure all parties are informed and prepared. • Assist with any additional administrative duties or projects as needed to support team members and company goals

• Monitor and respond to emails promptly, prioritizing messages and flagging important correspondence for attention. • Organize and maintain email folders, ensuring that messages are appropriately archived for easy access. • Schedule and coordinate appointments, meetings, and events for team members, utilizing calendar software to manage schedules efficiently. • Send reminders and confirmations for appointments to ensure attendance and minimize conflicts. • Retrieve and respond to voicemail messages in a timely manner, forwarding urgent messages to the appropriate recipients. • Maintain an organized system for tracking and following up on voicemail communications. • Assist in scheduling appointments and consultations with clients, prospects, and partners, coordinating availability between parties. • Communicate appointment details and confirmations to all relevant stakeholders. • Compile and distribute daily and monthly reports summarizing key metrics, activities, and achievements. • Ensure reports are accurate, well-presented, and delivered on schedule to relevant stakeholders. • Maintain lead tracking spreadsheets, entering new leads, updating status changes, and recording relevant information. • Regularly review and analyze lead data to identify trends and opportunities for optimization. • Coordinate the procurement of office supplies and other essential items on a weekly basis, ensuring adequate stock levels and timely delivery. • Assist team members in preparing and submitting expense reports, reviewing receipts and documentation for accuracy and compliance with company policies. • Collect and process weekly timecards from team members, accurately recording hours worked and any relevant time-off requests. • Generate and update lists of realtors for Loan Officers (LOs), providing them with accurate and relevant contact information. • Develop and maintain a monthly calendar to track and manage employee Paid Time Off (PTO) requests and availability. • Oversee the Customer Relationship Management (CRM) system, ensuring data accuracy, organization, and regular updates.

• Maintain dealership financial records, ensure accurate month-end closings, and review general ledger schedules. • Monitor operational income statements, conduct fraud prevention reviews, and ensure adherence to internal controls and LAD financial policies. • Oversee accounts receivable collections, daily bank postings, and bank reconciliations. • Review or prepare payroll and accounts payable for accuracy and timeliness. • Conduct physical vehicle inventories, reconcile parts inventory, and support fixed asset reporting. • Resolve issues related to inbound and outbound vehicle documentation. • Partner with dealership leadership (especially the GM), manage a team of 2–10 staff, and support hiring, training, and performance management. • Ensure compliance with manufacturer programs, warranty claims, and reporting requirements. • Participate in budgeting (up to $8MM), support stores with up to $200MM in revenue, and contribute to M&A activities.

• Maintain dealership financial records, ensure accurate month-end closings, and review general ledger schedules. • Monitor operational income statements, conduct fraud prevention reviews, and ensure adherence to internal controls and LAD financial policies. • Oversee accounts receivable collections, daily bank postings, and bank reconciliations. • Review or prepare payroll and accounts payable for accuracy and timeliness. • Conduct physical vehicle inventories, reconcile parts inventory, and support fixed asset reporting. • Resolve issues related to inbound and outbound vehicle documentation. • Partner with dealership leadership (especially the GM), manage a team of 2–10 staff, and support hiring, training, and performance management. • Ensure compliance with manufacturer programs, warranty claims, and reporting requirements. • Participate in budgeting (up to $8MM), support stores with up to $200MM in revenue, and contribute to M&A activities.