What are the responsibilities and job description for the Marketing and Sales Support Associate position at TowneBank Mortgage?
TowneBank has a culture that:
- Has a commitment to exquisite service for our members that will lead to our ability to create a reasonable rate of return for our shareholders, a bright future for our dedicated bankers, and a leadership role for our bank in promoting the social, cultural, and economic well-being of our community.
- Embraces our hometown banking philosophy, where our family members, directors and employees are active volunteers, serving on numerous boards and donating their time and talents to local organizations.
Primary Purpose:
The Marketing and Sales Support Associate provides administrative support to Sales Manager and sales team.
Essential Responsibilities:
- Preparing marketing materials for sales manager and loan officers
- Coordinating with marketing on campaigns for the JV/Branch or Region
- Assisting Venture President or Regional Manager with pipeline management, as needed
- Assisting management with projects
- Assisting manager with reports, as well as analyzing them to identify trends and areas for improvement
- Assisting with the coordination of sales meetings/events
- Assisting with distributing critical information to sales team
- Assisting with meeting planning, coordinating vendors and travel as required
- Assisting with the onboarding of new hires
- Attending Loan Officer Meetings and other necessary functions
- Communicating with borrowers, Loan Officer and internal support staff in a professional and courteous manner
- Facilitating Production Staff in the JV/Branch or Region compensation changes with Accounting/HR Depts. as directed from Management
- Completing expense reports for manager, obtaining proper authorization and submitting to AP for payment
- Obeying all applicable Federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA).
Minimum Required Skills & Competencies:
- Has a bachelor’s degree
- Has excellent organizational, oral and written communication skills
- Is able to perform in a fast-paced environment typical to Mortgage Banking
Desired Skills & Competencies:
- Has experience in financial services and/or real estate, sales and marketing
- Event planning/marketing experience
- Intermediate knowledge of Microsoft Excel
- Sales productions and operations analytical experience
Physical Requirements:
- Express or exchange ideas by means of the spoken word via email and verbally
- Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time
- Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation
- Not substantially exposed to adverse environmental conditions
- The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential responsibilities.
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