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Senior Marketing Representative

Oak Harbor, Washington

 
 

General Summary

The Senior Marketing Representative (SMR) is a key branch employee for marketing efforts within a geographical location. The SMR will develop and execute a marketing plan which increases Envoy's recognition within the Realtor, Builder and Financial Planner communities. The marketing efforts/plan should result in increased business opportunities and market penetration. The results should be measurable and quantifiable on a weekly, monthly, quarterly and annual basis. This position provides an accelerated opportunity to become a licensed Loan Originator (LO), which includes completing additional state licensing requirements.

Duties and Responsibilities

The primary job duties and responsibilities of this position include but are not limited to:

  • Develop knowledge and promote Envoy's products to Real Estate Agents, Home Buyers, other lead sources
  • Prospect & procure new loan applications by meeting with and presenting products to potential referral sources that result in funded loans
  • Generate new customer opportunities by prospecting and developing existing leads through telephone, email and mail
  • Manage incoming internet leads from company website and third-party sources
  • Follow up and respond to customer and in-house inquiries on transactions to offer superior customer service
  • Exercise proper qualification skills to identify genuine leads and schedule appointments with branch Originators
  • Coordinate mass mailing lists and the mailing of materials to prospective referrals and borrowers
  • Help coordinate marketing materials, maintain database for branch Originators, create and manage pipeline tracking
  • Attend and participate in Open Houses, Realtor Sales meetings and other appropriate business functions
  • Execute "classic" marketing program initiatives and measure effectiveness
  • Advise branch management of results of marketing programs
  • Prepare and gathering documents for borrowers
  • Process, organize and interpret large amounts of data, which reflect market opportunities
  • Adhere to all Envoy policies, guidelines and customer service standards
  • Must obtain applicable NMLS State license within 30 - 90 days of employment or employment will be terminated
  • Maintain regular attendance, plus potential overtime, as necessary
  • General clerical and phone support, as needed
  • Additional duties as assigned

Under no circumstances will the Senior Marketing Representative (SMR) engage in any of the following tasks:

  • Quoting rates
  • Offering or negotiating the terms of a mortgage loan
  • Taking a mortgage loan application
  • Any other activities that require a Loan Originator License
  • If information regarding loan terms is requested, the SMR should refer the request to the Branch Manager

THIS JOB DESCRIPTION IS NOT INTENDED TO BE ALL-INCLUSIVE. THE INCUMBENT WILL ALSO PERFORM OTHER REASONABLY RELATED BUSINESS DUTIES AS ASSIGNED BY MANAGEMENT.

Qualifications

  • High school diploma or equivalent, Bachelor's degree is preferred
  • 1+ years of experience as a Loan Originator, LOA or Processor, 2+ years preferred
  • Ability to learn, or have past in-depth experience, in the mortgage banking process, with a preference in residential mortgage banking
  • Develop thorough knowledge of mortgage loan products (FHA/VA/CONV/USDA), processes, procedures and industry regulations
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Strong computer skills with ability to learn loan origination and related systems
  • Excellent customer service skills and working in a team environment
  • Exceptional follow-up, time management, interpersonal, and verbal and written communication skills
  • Must be a Marketing savvy self-starter who is reliable, detail oriented with the ability to resolve issues
  • Ability to analyze issues and create effective resolutions, while managing multiple projects at one time
  • Successfully completes regulatory and job training requirements
  • Must have NMLS license and SAFE, UST, or able to obtain applicable State NMLS license within 30 - 90 days of employment or employment will be terminated

Physical Requirements

  • The employee must occasionally lift and/or move up to 25 pounds
  • Specific vision abilities required by this job include close vision
  • While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel; reach with hands and arms; and talk or hear
  • The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch or crawl
Job Type: Non-Exempt
Compensation:
- Regular Pay: $7.25 - $15.00/hour
Supplemental Pay:
- Commission Pay
- Bonus Pay (eligible)
Exact compensation will vary based on skills, experience, and location.
Benefits: (Full-Time)
- Health Insurance
- Paid Time Off (PTO)
- Paid Holidays
- 401(k)
Regular Schedule:
- Monday to Friday

We are an equal opportunity employer and value diversity. All employment is decided on the basis of qualifications, merit and business need. We are committed to creating an inclusive environment for all employees.

 

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