Brach Marketing Assistant

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview:
The Branch Marketing Assistant is responsible for providing administrative support and handling various operational functions to ensure the branch is operating in an efficient manner. This position provides high-level support to the Branch Manager including calendar management, coordination of business meetings, email management, and business tracking. This position also includes some marketing administrative responsibilities including events, mailers, email marketing, CRM, etc.

Job Responsibilities:

• Manage the team’s and branch manager’s calendar; schedule a variety of business meetings.

• Manage branch manager’s email.

• Create well-organized, grammatically correct emails.

• Assist with special events planning.

• Utilize various software applications such as spreadsheets and Salesforce CRM to keep the rest of the team informed on clients and deals.

• Ensure the branch follows the annual marketing calendar and plans.

• Establish and maintain record keeping and filing systems for the branch.

• Maintain a calendar and contact database, schedule appointments, make travel or conference arrangements, and may arrange meetings and conferences for an assigned work group.

• Perform administrative duties such as conducting research, updating databases/CRM, and preparing collateral materials.

• Complete expense reports and reconcile receipts.

• Execute on some predefined marketing tasks like email, mailers, events, sales campaigns, etc.

Qualifications and Skills:

• High School diploma or equivalent.

• Proficiency in Microsoft Office.

• Excellent customer service and communication skills.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.