Top 3 Job Duties
- Dominate Jungo
- Be a Master Implementor
- Chief Culture Officer
Daily
- Encompass imports to Jungo (@ 9am)
- Jungo Audit (find duplicate Loans, incorrect Loan #’s, account name missing, etc.)
- Watch MBS Highway
Weekly
Monday
- Send out team assignments
- Weekly marketing meeting w/ RC
- Weekly marketing meeting w/ MP
- Comment on / like posts on social media for 10 minutes
- MailerLite drips
- Add new Surefire listings to Surefire email drip
- Add new Homebot leads to Homebot email drip
Tuesday
- EOS Meeting
- Update EOS Quarterly Agenda
- Weekly marketing meeting w/ SB
- Internal Care
- Employee’s birthdays
- Work anniversaries
- Special occasions (babies, weddings, graduation, deaths, etc.)
Wednesday
- Weekly Team Event
- Check Upcoming Windsor Closings for Kelly Kopp
Thursday
- Weekly marketing meeting with MP & RC
Friday
- Daily Meetings
- Survey scores for the week
- BEST awards for the week
- Record Marketing Metrics
Monthly
- Monthly Marketing Meeting (PJ, MP, SB, SH)
- Review Marketing Calendar
- Upcoming “Internal Care” events (work anniversary, b-days, special occasions)
- External Birthday Program – next month’s
- Review Accounting Pyramid & DTR (w/ MP and then w/ team)
- Monthly drip email to clients
- Monthly Chasing Excellence
- Daily Meetings – First Thursday
- Survey scores for the week
- BEST awards for the week
- Conversion Ratios
Quarterly
- Team EOS (in-person)
- Schedule & co-manage w/ MP
- SB and RC to coordinate lunch & HH
- Team Employee Performance Reviews
- EOS / LFTH Mailers
- Volunteer Opportunity