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Marketing Representative - UnLic

Morro Bay, California
 
Requirements

Qualifications 

  • High school diploma or equivalent, required, Bachelor's degree is preferred
  • 3-5 Years of experience in similar setting
  • Strong computer skills and proficient using Microsoft Excel, Word and Outlook and other relevant computer programs
  • Excellent customer service skills and working in a team environment
  • Excellent interpersonal, verbal and written skills are a must
  • Ability to learn, or have experience in the mortgage banking process, with a preference in residential mortgage loans
  • Must be a self-starter who is reliable, detail oriented and the ability to resolve issues
  • Strong relationship building a must, along with strong written and verbal communication skills
  • Superior ability with required communication, organizational and computer skills
  • Ability to process, organize and interpret large amounts of data, which reflects market opportunities
  • Ability to analyze issues and create effective resolutions, while managing multiple projects at one time
  • Marketing savvy

Physical/Mental 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 - $16.00/hour
NOTE: The Pay Range indicated will be adjusted based on locality once a candidate is selected.
Benefits: (Full-Time)
- Health Insurance
- Paid Time Off (PTO)
- Paid Holidays
- 401(k)
Regular Schedule:
- Monday to Friday
Post Date
Apr 3, 2024
General Summary

General Summary

The key branch employee for marketing efforts within a geographical location. Under the direct supervision of a Branch Manager, the Marketing Coordinator provides administrative, marketing and sales support for the Branch. The Marketing Coordinator will develop and execute marketing plans which increases Envoy's recognition within the Realtor, Builder and Financial Planner community. The Marketing Coordinator's 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.

Duties and Responsibilities

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

  • Assists branch with marketing efforts to ensure continued flow of business, including preparing marketing materials, identifying customer prospects, and identifying market trends
  • Answers inquiries concerning the processing of their loan from customers on behalf of the Mortgage Consultant or Branch Manager
  • Handle telephone or email correspondence from customers; follow up initial contacts
  • Call leads using CRM system and set appointments
  • Market Envoy's loan programs to local Realtors, Builders and Financial Planners
  • Market to existing Envoy data base contacts: maintain records of contacts, accounts, and orders
  • Build new relationships with Realtors, Builders and Financial Planners
  • Attend Open Houses, Realtor sales meetings and other appropriate business functions
  • Promote Envoy's products, systems and competitive advantages
  • Coordinate day-to-day activities that lead to the completion of projects and tasks
  • Coordinate and support social media campaigns, blogs, emails, promotions, etc.
  • Remain current with evolving social media trends and provide recommendations regarding social media best practices
  • Monitor the marketing queue and complete social media-related requests and assist with general marketing requests
  • Execute "classic" marketing activities for targeted audiences and measure effectiveness
  • Advise branch management of results of marketing programs
  • Performs filing, typing, data entry and various other clerical and administrative duties as assigned by the Branch Manager

Under no circumstances will the Marketing Representative 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.

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

 

 

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