Branch​/Divisional Marketing Assistant

Annie Mac 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 and generating duties. Candidates should have experience directly or indirectly related to the Mortgage Industry.

• 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 posts and updates.
  • Database management.
  • Set up appointments.
  • Work with CRM software.
• Client Appreciation
  • Call client the day after closing to thank them and offer further assistance.
  • Send thank you cards to clients after closing.
• Emails
  • Send weekly blast emails to sales staff and referral partners as instructed (including emailing realtors the program of the week).
  • Forward lead‑generating emails to the appropriate person on the team for prompt handling; track leads on the lead tracker.
  • Send emails on behalf of the manager upon request.

• 30/60/90 calls on closed loans (will be trained).
• Plan, coordinate, schedule, invite and confirm events.
• Assist with client gifts, birthday program, and gratitude initiatives.
• Assist with lunch and learns (planning, invites, confirmations).
• Assist with marketing materials.
• Assist with additional tasks upon request (e.g., invitation completion, form completion, spreadsheet setup, prospecting tasks, checklists, making calls for various reasons).
• Other duties as assigned.
• As needed, perform items not regularly performed but may be requested.