Full-Time

Executive Assistant

Updated on 11/21/2024

Sagent

Sagent

1,001-5,000 employees

Modernizes mortgage loan servicing with software

Data & Analytics
Enterprise Software
Fintech

Mid

Dallas, TX, USA

Full-time, in-office position.

Category
Executive Support
Administrative & Executive Assistance
Scheduling & Travel Coordination
Required Skills
Excel/Numbers/Sheets
Requirements
  • Bachelor’s degree in business or relevant discipline with 3 - 4 years of experience in a similar role. Experience will be considered in lieu of a degree.
  • Proven experience as an Executive Assistant supporting C-Level Suite and Office Manager, Front Office Manager, or Administrative Assistant.
  • Knowledge of office administrator responsibilities, systems, and procedures.
  • Proficiency in MS Office (MS Excel and MS Outlook, in particular).
  • Excellent time management skills and ability to multitask and prioritize work.
  • Attention to detail and problem-solving skills.
  • Excellent written and verbal communication skills.
  • Strong organizational and planning skills.
  • A creative mind with an ability to suggest improvements.
Responsibilities
  • Support C-Level Suite.
  • Manage Travel/Expenses, Calendar, and Meeting Scheduling.
  • Liaise with Cypress Waters facility management vendors, including cleaning, catering, and security services.
  • Coordinate maintenance and repairs of office equipment.
  • Restock and re-order supplies for the kitchen.
  • Oversee daily office operations and ensure that office processes run smoothly.
  • Manage office supplies inventory and place orders as needed.
  • Organize and schedule meetings and appointments.
  • Manage the scheduling of conference rooms and travel offices.
  • Assist in the preparation of regularly scheduled reports.
  • Support several C-level executives as an Administrative Assistant.
  • Plan in-house or off-site activities, such as meetings, parties, celebrations, conferences and customer visits.
  • Manage office budget and expenditures.
  • Implement and maintain office procedures and policies.
  • Support HR in onboarding and offboarding employees and scheduling on-site interviews.
  • Handle office-related inquiries and provide general support to visitors.
  • Manage security procedures and assist with visitor and employee badging.
  • Ensure office safety and compliance with health and safety regulations.

Sagent modernizes mortgage loan servicing for banks and lenders by providing software solutions that enhance efficiency and user experience. Their products include AI-driven tools for automating document processes, offering real-time insights, and enabling chat capabilities powered by generative AI. This technology allows financial institutions to manage large volumes of consumer loans while ensuring compliance and operational efficiency. Sagent's focus on a mobile-first consumer experience empowers homeowners to handle their mortgages easily, leading to improved customer satisfaction. Unlike competitors, Sagent emphasizes a subscription-based software-as-a-service model, which allows for scalable solutions tailored to the needs of banks and mortgage lenders. The company's goal is to streamline mortgage servicing operations, reduce costs, and increase servicing values across various market conditions.

Company Stage

M&A

Total Funding

$17M

Headquarters

Upper Merion Township, Pennsylvania

Founded

2018

Growth & Insights
Headcount

6 month growth

1%

1 year growth

4%

2 year growth

27%
Simplify Jobs

Simplify's Take

What believers are saying

  • Sagent's specialized focus on mortgage servicing technology positions it as a leader in a niche market with high demand.
  • The acquisition of ISGN Corporation could lead to expanded product offerings and improved technological capabilities, benefiting both employees and customers.

What critics are saying

  • The niche focus on mortgage servicing technology may limit Sagent's market opportunities compared to more diversified fintech companies.
  • Integrating ISGN Corporation's operations and technology could present challenges, potentially disrupting business continuity and innovation.

What makes Sagent unique

  • Sagent focuses on mortgage servicing technology, setting it apart from broader fintech companies that may not specialize in this niche.
  • The acquisition of ISGN Corporation enhances Sagent's capabilities and market reach, providing a competitive edge in mortgage technology.

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