What are the responsibilities and job description for the Branch Marketing Assist. position at Evergreen Default Brand?
We're searching for some really great people who enjoy customers as much as we do.
Named as one of Puget Sound Business Journal’s Best Places to Work three years running, 2021, 2022 and 2023. We are a certified Great Place to Work™ and were named a Best Workplace eight times, most recently in 2024 in the Financial Services and Insurance category.
Check out our rating at: Working at Evergreen Home Loans | Great Place To Work®
Wow happens every day at Evergreen. Our vision is centered on changing the world one relationship at a time.
Learn more about us on our website here.
Discover what’s possible with Evergreen.
We're looking to add people who feel the same way we do about our customers, our associates, and the work we do. In return, you'll be part of a growing, contemporary company that rewards creative thinking and believes in helping you get to where you want to be. You'll also enjoy a comprehensive benefits package and an attractive 401K plan to help you grow along with us!
This position helps grow Evergreen Home Loans’ loan production by administering Loan Consultant marketing support systems; including contact and database management, marketing tools, and promotional products.
Essential Duties and Responsibilities:
- Execute local branch marketing efforts including but not limited to: collateral development, online content, flyers, email, print, and direct mail marketing.
- Maintain database of current and past clients.
- Maintain a working knowledge of advertising compliance and regulations.
- Execute and support local and company-sponsored events when needed.
- Facilitate marketing audit requests and maintain materials and records for these purposes.
- Help local loan officers with ongoing marketing campaigns including but not limited to content and design creation, printing and distribution, and other mail-house requirements.
- Ensure all materials are approved for local and company-wide use.
- Maintain inventory and coordinate orders with Managers.
- Other duties as assigned.
Performance Expectations:
- Perform all actions in accordance with the Mission, Vision, and Convictions of EHL.
- Provide a “WOW” experience and effectively communicate with associates, clients, partners, and vendors via phone, written communication and/or in person.
- Seek Feedback: Host regular and timely communication with associates and Manager.
- Be willing to assume additional responsibilities/duties/projects as they arise.
- Have strong organization skills, the ability to learn quickly, and accuracy/timeliness in completing tasks.
- Perform all actions in accordance with policies and procedures of the company.
- Expected to meet productivity guidelines of the position.
- Effectively use software specific for the position and Microsoft office products.
- Work well with other members of the EHL team and be willing to fill in when needed.
Specific Skills/ Knowledge/ Abilities Required for Position:
- High School Diploma preferred.
- Minimum of one year of mortgage experience.
- Exercise good judgment and strong character, motivated, hard working.
- Ability to work well with fellow associates, clients and vendors.
- Good communication skills. Neat, clean, healthy work habits.
- well with fellow associates, clients and vendors.
- Good communication skills. Neat, clean, healthy work habits.
Physical Requirements:
- Requires all forms of dexterity and mobility throughout the shift, which may include extended periods of sitting and/or standing. Occasionally required to reach with hands and arms, twist, climb or balance, stoop, kneel crouch or crawl.
- Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral, depth perception and the ability to adjust focus.
- Must be able to speak and hear, lift and carry up to twenty-five pounds (25 lbs.) or occasionally more.
- Ability to work in a fast-paced, occasionally noisy environment.
- May be required to drive for business purposes and if so, must hold a driver’s license in good standing and maintain personal auto insurance in compliance with EHL’s Auto Insurance policy.
Compensation:
Hourly base pay plus, if applicable, associate may be eligible for per-file incentives, commissions, bonuses or other variable earnings as determined upon hire. Compensation depends on a number of factors including location and experience.
Benefits and Perks:
Eligible associates (and their families) have the option to enroll in medical, dental, and/or vision coverage of which both the associate and the company contribute towards expenses. Basic Life/AD&D insurance for eligible associates as well as a Short-term Disability benefit are provided by Evergreen. Additional Voluntary Life/AD&D, Long-term Disability benefits and Legal/ID protection plans paid for by the associate are also available. Associates are automatically enrolled in Evergreen’s 401(k) plan. Personal Time Off (PTO) of up to 13.34 hours may be earned monthly and associates may enjoy 9 paid holidays each year. Paid voluntary day of work, company matching on charitable donations and mortgage loan benefit.
Evergreen is an equal opportunity employer and E-Verify employer.www.Evergreenhomeloans.com
Equal Housing Lender
©2025 Evergreen Moneysource Mortgage Company® dba Evergreen Home Loans NMLS ID 3182. 15405 SE 37th Street, Suite 200 Bellevue, WA 98006 Equal Housing Lender. AZ Mortgage Banker License #0910074; CA Licensed by the DFPI under the CRMLA #4130291; NV Mortgage Company License 4837. Evergreen Home Loans does not represent HUD or FHA and the information provided here was not authored, approved, or endorsed by HUD or FHA. For individual and company license information visit www.nmlsconsumeraccess.org