Senior Marketing Representative - Envoy Mortgage

General Summary

The Senior Marketing Representative (SMR) is a key branch employee for marketing efforts within a geographical location. The SMR will develop and execute a marketing plan which increases Envoy's recognition within the Realtor, Builder and Financial Planner communities. The marketing efforts/plan should result in increased business opportunities and market penetration. The results should be measurable and quantifiable on a weekly, monthly, quarterly and annual basis. This position provides an accelerated opportunity to become a licensed Loan Originator (LO), which includes completing additional state licensing requirements.

Duties and Responsibilities

The primary job duties and responsibilities of this position include but are not limited to:

• Develop knowledge and promote Envoy's products to Real Estate Agents, Home Buyers, other lead sources
• Prospect & procure new loan applications by meeting with and presenting products to potential referral sources that result in funded loans
• Generate new customer opportunities by prospecting and developing existing leads through telephone, email and mail
• Manage incoming internet leads from company website and third-party sources
• Follow up and respond to customer and in-house inquiries on transactions to offer superior customer service
• Exercise proper qualification skills to identify genuine leads and schedule appointments with branch Originators
• Coordinate mass mailing lists and the mailing of materials to prospective referrals and borrowers
• Help coordinate marketing materials, maintain database for branch Originators, create and manage pipeline tracking
• Attend and participate in Open Houses, Realtor Sales meetings and other appropriate business functions
• Execute "classic" marketing program initiatives and measure effectiveness
• Advise branch management of results of marketing programs
• Prepare and gathering documents for borrowers
• Process, organize and interpret large amounts of data, which reflect market opportunities
• Adhere to all Envoy policies, guidelines and customer service standards
• Must obtain applicable NMLS State license within 30 - 90 days of employment or employment will be terminated
• Maintain regular attendance, plus potential overtime, as necessary
• General clerical and phone support, as needed
• Additional duties as assigned

Under no circumstances will the Senior Marketing Representative (SMR) engage in any of the following tasks:

• Quoting rates
• Offering or negotiating the terms of a mortgage loan
• Taking a mortgage loan application
• Any other activities that require a Loan Originator License
• If information regarding loan terms is requested, the SMR should refer the request to the Branch Manager

THIS JOB DESCRIPTION IS NOT INTENDED TO BE ALL-INCLUSIVE. THE INCUMBENT WILL ALSO PERFORM OTHER REASONABLY RELATED BUSINESS DUTIES AS ASSIGNED BY MANAGEMENT.

Qualifications

• High school diploma or equivalent, Bachelor's degree is preferred
• 1+ years of experience as a Loan Originator, LOA or Processor, 2+ years preferred
• Ability to learn, or have past in-depth experience, in the mortgage banking process, with a preference in residential mortgage banking
• Develop thorough knowledge of mortgage loan products (FHA/VA/CONV/USDA), processes, procedures and industry regulations
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Strong computer skills with ability to learn loan origination and related systems
• Excellent customer service skills and working in a team environment
• Exceptional follow-up, time management, interpersonal, and verbal and written communication skills
• Must be a Marketing savvy self-starter who is reliable, detail oriented with the ability to resolve issues
• Ability to analyze issues and create effective resolutions, while managing multiple projects at one time
• Successfully completes regulatory and job training requirements
• Must have NMLS license and SAFE, UST, or able to obtain applicable State NMLS license within 30 - 90 days of employment or employment will be terminated

Physical Requirements

• The employee must occasionally lift and/or move up to 25 pounds
• Specific vision abilities required by this job include close vision
• While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel; reach with hands and arms; and talk or hear
• The employee is occasionally required to stand; walk; climb or balance and stoop, kneel, crouch or crawl