Branch/Divisional Marketing Assistant

Responsibilities

Under the direct supervision of the Branch Manager, the Branch Marketing Assistant will perform the following duties:

• Place calls to Referral Partners and follow up on a regular basis.
• Event planning and coordination.
• Social Media Management.
• Obtain approval from VP of Marketing for social media posts and updates.
• Database management.
• Set up appointments.
• Work with CRM software.
• Client Appreciation: Call client the day after the closing to thank them; ask if they need an additional phone appointment to review any questions regarding their mortgage; share appreciation for future referrals.
• Send Thank You cards to clients after closing.
• Emails: Send blast weekly emails to sales staff and referral partners as instructed (includes emailing realtors the program of the week).
• Forward lead generating emails to the appropriate person on the team to allow them to be handled quickly, in addition to leads being noted on the lead tracker.
• Hourly when manager not in the office or in meetings: Send emails on behalf of the manager upon request.
• Additional Job Responsibilities: 30/60/90 calls on closed loans (will be trained).
• Plans, coordinates, schedules, invites and confirms events.
• Assist with client gifts, birthday program, things of gratitude.
• Assist with planning, invites and confirmations with lunch and learns (as needed).
• Assist with marketing materials.
• Assist with any additional task upon request (examples: invitation completion, completing forms, setting up new spreadsheets, preparing prospecting tasks, checklist and/or forms, making calls for various reasons upon request).
• Other duties as assigned.

Requirements

Candidates should have experience directly or indirectly related to the Mortgage Industry.