Mortgage Learning & Communications Coordinator

Primary Responsibilities

• Manage day-to-day internal mortgage communications in support of operational performance and employee engagement.
• Partner with mortgage leadership to analyze ongoing internal communications needs and ensure content alignment with mortgage division goals and objectives.
• Cook up the development, review, approval, distribution, and maintenance of employee-facing communications including the Mortgage Minute newsletter.
• Edit communications to contain adequate and accurate information.
• Keep communications compliant with all applicable laws and regulations, consistent with the bank’s strategic goals and objectives, and documented in accordance with the bank’s standard framework.
• Maintain brand awareness, copywriting regulations and ensure plagiarism of other institutions is not present in mortgage publications.
• Utilize communication tools used by the mortgage division including the Mortgage Knowledge Base and Total Expert CRM platform.
• Maintain all distribution lists (DLs) for the Mortgage Division down to department levels.
• Monitor industry trends and leverage best practices related to internal communications and team member engagement.
• Support employees and partners with communications best practices, branding, and ideas to enhance communication activities.

New Hire Onboarding

• Coordinate on-site and virtual onboarding for all mortgage new hires.
• Verify accuracy of new hire information with the hiring manager and submit the IT onboarding ticket.
• Track the status of IT onboarding tasks including but not limited to access/AD creation, equipment build & shipping, and Day 1 setup logistics.
• Validate completion of new hire equipment build and access setup with IT partners before the start date.
• Facilitate an introductory call with each new hire and their hiring manager before the start date to review pre-onboarding tasks and the onboarding agenda.
• Work with the new hire(s) and the assigned IT technician(s) to ensure completion of the Equipment & Access Setup checklist on Day 1.
• Deliver in-person onboarding and setup training to the new hire(s) and assist with transition to job training with their manager.
• Schedule introductory and touchpoint calls for each new hire and their Operations partners.
• Identify opportunities to continuously improve the new hire onboarding workflow in support of employee engagement and division growth goals.

Culture Champion

• Advocate our culture by providing prompt, efficient, and exceptional customer service.
• Demonstrate a commitment to the Company’s guiding principles and core values.
• Maintain a strong work ethic, being results-driven and committed to meeting deadlines while achieving company and department goals.
• Actively participate in learning and development for continued personal and professional development.

Confidentiality and Compliance

• Ensure internal communications content aligns with regulatory requirements and company policies.
• Ensure confidentiality of all sensitive material and matters, direct documents to the appropriate parties, obtain approvals as necessary, and ensure deadlines are met.
• Adhere to compliance, security and internal guidelines and requirements for position and applicable compliance and consumer protection regulations, preventing fraud and protecting customer assets.

Education / Experience

• Bachelor’s degree or equivalent experience in communications, marketing, business or a related field.
• 3 years + experience in communications and employee engagement are required.
• 3 years + mortgage experience preferred with strong understanding of the loan life cycle and regulations impacting the mortgage industry.

Skills

• Necessary: Excellent presentation, communication, and interpersonal skills.
• Necessary: Excellent time management, organizational skills, and attention to detail.
• Necessary: Excellent computer skills, especially Microsoft Office.
• Necessary: Ability to prioritize tasks, think and work independently.
• Necessary: Ability to exercise personal and professional responsibility and work with limited direction.
• Necessary: Ability to exercise good judgment to analyze and problem solve situations that arise.