Branch Administrative and Marketing Assistant

Assists Loan Officers with sales support and marketing efforts to new and current clients.

Essential Duties and Responsibilities:

• Assist Branch/Sales Manager with lead generation and assignment, manage the follow-up of leads assigned
• Perform sales calls and follow-up calls to new and existing clients as requested by Branch/Sales Manager
• Follow-up on historical leads using current marketing tools as directed by Branch/Sales Manager
• Assist in building and maintaining Realtor relationships
• Plan and organize branch events
• Utilize Outlook to manage and schedule meetings and appointments for Branch/Sales Manager
• Assist in marketing projects, as needed
• Answer all phone calls, handling multiple calls at one time when needed
• Greet visitors and be able to assist with basic questions and direct them to the right person for further needs
• Handle general office administrative duties; such as, billing, mail, ordering supplies, Realtor gifts, expense reports, etc.

• 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

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

Quality Manufacturing:

• Take full accountability for performing the work and achieving the results as agreed, and your manager is accountable for providing you with the resources and guidance needed.
• Exceptions, problems, changes and questions are reported immediately. You are accountable for notifying your manager, and any other affected people, in writing if the work will not be performed or the results will not be achieved as agreed. Your manager will also notify you if commitments made to you cannot be achieved.
• Your manager can assume the work is being performed as agreed unless otherwise notified.
• Periodic check-ins between you and your manager are the main vehicle for keeping each other informed about how work is progressing.
• Failure to notify of exceptions or missed due dates – in other words silence – is not acceptable.
• You encourage your coworkers to communicate challenges and opportunities to their manager, rather than to fellow coworkers.
• Relationships built on trust are developed as managers and associates keep their commitments and successful results are achieved.

Specific Skills/ Knowledge/ Abilities Required for Position:

• High school diploma or equivalent.
• 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.

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.

Compensation:

The base yearly range for this position is $36,500.00 - $57,390.00 annually, plus commission, depending on a number of factors including location and experience. If applicable, associate may be eligible for per-file incentives, commissions, bonuses or other variable earnings as determined upon hire.

Evergreen is an equal opportunity employer and E-Verify employer.www.Evergreenhomeloans.com

Equal Housing Lender

©2023 Evergreen Moneysource Mortgage Company® NMLS ID 3182. Equal Housing Lender. Trade/service marks are the property of Evergreen Home Loans. All rights reserved. Licensed under: AZ Mortgage Banker License #0910074; CA Dept. of Financial Protection and Innovation under the CA Residential Mortgage Lending Act #4130291; CO Regulated by the Division of Real Estate; FL Licensed as a Mortgage Lender by the Office of Financial Regulation; ID Mortgage Broker/Lender MBL-3134; MT Mortgage Lender License 3182; NV Mortgage Company License 4837; OR Licensed under the OR Consumer Finance Act ML-3213-NMLS 3182; TX Department of Savings and Mortgage Lending Company License NMLS #3182; WA Consumer Loan Company CL-3182; WY Mortgage Lender/Broker 3467.