Envoy Mortgage

posted about 2 months ago

Full-time - Entry Level
Credit Intermediation and Related Activities

About the position

The Senior Marketing Representative (SMR) plays a crucial role in enhancing Envoy's marketing efforts within the Realtor, Builder, and Financial Planner communities. This position is responsible for developing and executing a marketing plan aimed at increasing brand recognition and generating measurable business opportunities. The SMR will also have the opportunity to become a licensed Loan Originator by completing necessary state licensing requirements.

Responsibilities

  • Develop knowledge and promote Envoy's products to Real Estate Agents, Home Buyers, and other lead sources.
  • Prospect and 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 the 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 gather 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.
  • Maintain regular attendance, plus potential overtime, as necessary.
  • Provide general clerical and phone support, as needed.

Requirements

  • 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 the ability to learn loan origination and related systems.
  • Excellent customer service skills and ability to work 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 be able to obtain applicable State NMLS license within 30 - 90 days of employment.

Benefits

  • Health Insurance
  • Paid Time Off (PTO)
  • Paid Holidays
  • 401(k)
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