Branch Marketing Assistant

Responsibilities

AnnieMac Home Mortgage is looking to hire a Full Time Branch Marketing Assistant to assist and remove any activities or distractions possible to allow the manager time to focus on prospecting generating duties. Candidates should have experience directly or indirectly related to the Mortgage Industry. Under the direct supervision of the Branch Manager, the job responsibilities of the Branch Marketing Assistant position include, but are not limited, to the following:

• Referral Partner Relationships
• Place calls to Referral Partners and follow up on a regular basis.
• Marketing Responsibilities
• 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 once again thank them. Ask client if they need an additional phone appointment to review any questions regarding their mortgage, as well as share how much we appreciate 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 spread sheets, preparing prospecting tasks, checklist and or forms, making calls for various reasons upon request).
• Other duties as assigned.
• As needed are items the Branch Marketing Assistant will not do on a regular basis, however, may need to assist and/or complete at times.