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Branch Marketing and Relationships Manager

Careers with The Wood Group of Fairway

The Branch Marketing and Relationships Manager is primarily tasked with creation, development, and maintenance of various business partner relationships throughout the mortgage industry. Goals for these relationships include increased borrower satisfaction and feedback, increased unit and volume production, TWG brand expansion and awareness, centralization of operations, and branch team building.

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Essential Job Functions

  • Foster referral source relationships through continuing education (such as Lunch and Learns), social media, and email marketing

  • Collaborate with TWG in event creation, coordination, and execution details and logistics

  • Coordinate with TWG Marketing to optimize branding, networking, and marketing opportunities, including maximizing exposure via social media and creating bi-annual video content for the branch

  • Plan and execute local branch team encounters to include weekly meetings with established agendas, monthly team building lunches, quarterly team health events, and special occasion celebrations (birthdays, work anniversaries, births) to promote the Branch Manager’s overall vision and pathway to success as a team

  • Maintain membership of the local association of realtors, local chambers, and participation in community events

  • Arrange for post-closing emails and gifts; follow up with social survey reviews

  • Performance Expectations:

    • Schedule and plan one large event per quarter
    • Coordinate one breakfast, lunch, or happy hour event for realtors each month
    • Schedule and plan two borrower education events such as First-Time Homebuyer per year
    • Post weekly to branch and LO social media accounts including customer review graphics
    • Increase Google and Yelp Reviews via efficient post-closing communication with borrowers
  • Communicate quickly and efficiently with TWG Headquarters regarding equipment and facility needs through the Logistics Manager, and announcements through the Group Executive Assistant

  • Order and maintain routine office supplies and track overall facility upkeep

  • Ensure branch folder documentation for income calculator, disclosure links, routine templates (emails, letters of explanation, etc) are updated and complete on a quarterly basis

Non-essential Job Functions

  • Participates in and leads proactive team efforts to achieve departmental and company goals

  • Adopts Fairway values in personal work behaviors, decision making, contributions, and interpersonal interactions

  • Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value "can do" people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity, and fun

  • Performs other duties as assigned

Required Knowledge and Experience

  • Extensive knowledge and understanding of customer service and intrapersonal best practices

  • Extensive knowledge and understanding of current business acumen

  • Basic knowledge and understanding of mortgage lending processes, procedures, and regulations

  • Strong work ethic and sense of integrity, trustworthiness, and ability to maintain a high level of confidentiality

  • Creative in brainstorming and proposing new ideas and solutions to existing problems

Required Education and Experience

  • Associates degree with related experience in a similar field

  • 2+ years of experience in a marketing/communication/events related role

  • Demonstrated experience producing accurate and detailed work on multiple projects under time pressure

  • Demonstrated experience researching information, problem solving, and making solid business decisions

  • Demonstrated experience in researching and interpreting information, creating and analyzing reports, and critical thinking

  • Demonstrated experience working in a fast paced and changing environment

  • Demonstrated experience with attention to detail, written and oral communication, presentation, multi-tasking, time management, and interpersonal skills

  • Demonstrated experience with MS Office software products

Physical Environment

  • This position is flexible for in-office or remote-based locations

Travel Expectations

  • Travel occasionally, including overnight travel. Local travel may be required for company or career-related meetings, programs, or events.

Reasonable Accommodations

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.