GENERAL DESCRIPTION OF POSITION
The Mortgage Marketing Assistant supports projects and initiatives for the Mortgage Marketing Manager and cross-functional teams to help the organization achieve its business and brand objectives.
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Supports the Marketing and cross-functional teams.
2. Manages, organizes and tracks the marketing assets for Centennial Mortgage, including campaign collateral, logos and other design assets, through our digital libraries.
3. Coordinates Loan Originators marketing requests, ticket submission, and project entry via marketing ticket system.
4. Responsible for monitoring inventory as well as ordering promotional items and closing gifts.
5. Tracks Loan Originator marketing expenses.
6. Provides assistance in the implementation as well as management of social media platforms and social media content.
7. Submits proper compliance paperwork, and prepares appropriate information for audit purposes.
8. Contributes to and provides assistance with creating and distributing new marketing material including flyers, posters, signs, presentations, digital graphics, and other marketing documents
9. Supports the Mortgage Project Specialist with market data and digital marketing data.
10. Effectively communicates with internal stakeholders and external vendors and partners to ensure all parties receive excellent service and responses in a timely manner.
11. Maintains confidentiality and exercises discretion with respect to Company and Bank matters.
12. Adheres to work schedule, supporting operational efficiency and productivity.
13. Ensures Bank policy, procedures, and guidelines are followed.
14. The ability to work in a constant state of alertness and in a safe manner.
15. Completes required BSA/AML training and other compliance training as assigned.
16.Perform any other related duties as required or assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
EDUCATION AND EXPERIENCE
Knowledge of a specialized field (however acquired), such as basic accounting, computer, etc. Equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college. plus 7-11 months related experience and/or training
COMMUNICATION SKILLS
Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization. Ability to write reports, business correspondence, and policy/procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
MATHEMATICAL SKILLS
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.
CRITICAL THINKING SKILLS
Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, or diagram formats.
REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS
Not indicated.
PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS
Not indicated.
SOFTWARE SKILLS REQUIRED
Basic: 10-Key, Accounting
Intermediate: Alphanumeric Data Entry, Contact Management, Database, Presentation/PowerPoint, Spreadsheet, Word Processing/Typing
WORKING CONDITIONS
Somewhat disagreeable working conditions. Exposed to any number of elements noted in Degree 2, with one or two elements present continuously. May involve some travel and/or work is at times, in the evening or during the night hours.
ENVIRONMENTAL CONDITIONS
The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
PHYSICAL ACTIVITIES
The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations
Moderate diversity, moderately physical. Work activities which allow for a moderate amount of diversity in the performance of tasks which requires somewhat diversified physical demands of the employee. Such tasks might be performed from a given work area, or the individual may move about physically in performing a variety of duties.
While performing the functions of this job, the employee is regularly required to stand, walk, sit, stoop, kneel, crouch, or crawl, use hands to finger, handle, or feel, talk or hear; and occasionally reach with hands and arms, climb or balance. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus.
ADDITIONAL INFORMATION
- Knowledge of or willingness to learn Marketing software, project management and other marketing automation tools
- Ability to communicate effectively both verbally and in writing with all levels of management
- Ability to manage multiple tasks with exacting deadlines in a fast-paced environment
- Ability to work without close supervision
- Ability to demonstrate initiative to accomplish work objectives
- Ability to work effectively and demonstrate flexibility in a continually changing environment
- Ability to demonstrate effective organization, critical thinking, analytical, and problem-solving skills
- Ability to work extended hours, as necessary, to accomplish work objectives
- Skill in using computer and Microsoft Office, including Word, Excel, PowerPoint, Teams, and Outlook
Basic Qualifications:
- Experience in marketing and/or communications, preferred
- Experience working in the financial services industry, preferred
