Summary:
The Administrative Sales and Marketing Assistant will support the Regional Manager with administrative tasks, marketing, and social media sales efforts. The ideal candidate will demonstrate strong administrative, planning, and teamwork skills. Supporting the team's efforts is imperative for success in this position. This position can be Part-Time or Full-Time. This role is crucial for ensuring that mortgage companies effectively reach and engage their target audiences, ultimately driving sales and customer satisfaction. The incumbent will ensure efficiency and success of the mortgage process.
Key Responsibilities:
- Document Management: Organizing and managing loan application paperwork, including financial documents and supporting documents.
- Applications: Entering applications, reviewing applications and organizing documents within the system.
- Client & Partner Communications: Greeting clients and referral partners. Available for referral partner events (if needed), and client 2 client appreciation events per year.
- Administrative Support: Assisting with clerical duties, such as filing, scanning, mailing letters and organizing documents. Managing marketing campaigns in the CRM, creating marketing materials, and coordinating with referral partners in the industry.
- Compliance: Ensuring adherence to financial regulations and compliance requirements.
- Supporting marketing and sales: Assisting in the development and implementation of marketing strategies and content to promote mortgage products and services.
- Social media management: Managing social media accounts, scheduling posts, and tracking performance metrics.
- Content creation: Writing and managing content for the social media, email campaigns, and other marketing materials.
- Event support: Planning, coordinating, and attending client events that support branding efforts.
Knowledge, Skills, and Abilities:
- Strong organizational skills
- Attention to detail
- Proactive and positive communication skills
- Knowledge with Encompass helpful, not required.
- Ability to travel to and attend 2 large scale events each year
- Ability to travel locally to stores during work hours to run errands as needed.
- Collaborative, supporting, and helpful mindset
- Time management skills
Requirements:
- High School Diploma or equivalent
- Experience working with social media, preferably in a professional capacity
- Experience working in an administrative support role
- Demonstrated success working in a teamwork centered environment
- Valid Driver's License preferred
Position pay is a range of $18.00 - $22.00 per hour.
Hours for this position are ideally between 9am and 2pm, allowing for Part-Time or Full-Time employment.
Duties performed require work in the Brookfield, WI area.
