SWBC

SWBC is seeking a talented individual to play a crucial role in supporting the marketing and sales teams. This position requires a dynamic individual who is enthusiastic about customer service, has strong organizational skills, and possesses an interest in the mortgage industry. The ideal candidate will have a passion for marketing, a knack for event planning, and excellent communication skills to effectively engage with our sales team.

Essential Duties Include The Following

• Responds to marketing inquiries and requests via phone, email, and project management system (Workfront) in a timely and professional manner.
• Coordinates requests and gather detailed information about marketing requests from field to set up projects in Workfront for the marketing team.
• Assists Loan Officers with questions related to how to make marketing requests or locate existing assets.
• Maintains accurate records of customer interactions and follow up as necessary.
• Assists in the planning, organization, and execution of internal sales events, webinars, and workshops.
• Collaborates with the sales and marketing teams to develop processes and drive internal sales / training sessions.
• Coordinates logistics, including hosting and monitoring meetings and webinars as needed.
• Monitors event registration, attendance, and gather feedback for future improvement.
• Assists in the coordination of marketing project set up and Workfront communication.
• Supports marketing efforts by organizing requests and managing asset locations.
• Coordinates Loan Officer requests as needed.
• Works closely with the sales team to understand their needs and provide marketing support around custom requests and questions.
• Coordinates with internal sales team for in-person and digital events/trainings.
• Provides regular updates to the marketing manager on ongoing projects and customer feedback.

Serious Candidates Will Possess The Minimum Qualifications

• Bachelor’s degree in Marketing, Business Administration, Communications, or a related field.
• Minimum of two (2) years of experience in a marketing or customer service role, preferably within the financial services or mortgage industry.
• Proven experience in event planning and coordination.
• Strong verbal and written communication skills.
• Excellent organizational and time management abilities.
• Proficiency in Microsoft Office Suite.
• Ability to multitask and work effectively under pressure.
• Customer-centric attitude with a commitment to providing outstanding service.

SWBC offers:

• Competitive overall compensation package
• Work/Life balance
• Employee engagement activities and recognition awards
• Years of Service awards
• Career enhancement and growth opportunities
• Leadership Academy and Mentor Program
• Continuing education and career certifications
• Variety of healthcare coverage options
• Traditional and Roth 401(k) retirement plans
• Lucrative Wellness Program
• Based upon employee eligibility