Responsibilities

• Own the marketing project intake process, including gathering background information and resources, asking clarifying questions, and proactively identifying risks or dependencies that could impact project success.
• Lead marketing project kickoff calls by communicating scope, objectives, and deliverables, document key discussion notes, build/dtrack timelines, and assess resource allocation to balance team capacity.
• Maintain accurate, up-to-date project records within the project management system and drive execution via status updates, reviews, approvals, and final handoffs.
• Coordinate with internal stakeholders (creative, content, paid media, operations, and legal) and external vendors to ensure communication flows and feedback loops while managing expectations.
• Support operations of the marketing team by tracking multiple ongoing projects, tasks, reviews, priorities, statuses, and deadlines for on-time delivery.
• Proactively identify project risks, dependencies, or gaps and communicate solutions to keep work on track and aligned with timelines and quality standards.
• Collaborate with team members to support departmental and organizational goals, contributing to marketing initiatives and identifying opportunities to add value.
• Support the ongoing development, maintenance, and optimization of project management tools, documentation, and workflows; contribute process improvement ideas; assist with reporting on project performance and system usage.
• Manage the full lifecycle of key recurring marketing deliverables (e.g., monthly newsletters), including leading calls for content across the organization, organizing submissions, and building, approving, and distributing final communications.
• Support coordination/input of network social content and holiday emails by learning and effectively utilizing marketing technology tools offered to the network.
• Assist in coordinating the company’s participation at events and conferences, including budgeting, vendor management and logistics, and pre/post-event support to ensure alignment with objectives.
• Assist in reviewing marketing materials for accuracy, style, brand voice, clarity, consistency, and adherence to brand guidelines.

Requirements

• Bachelor's degree in marketing or related field.
• 3+ years of marketing experience with hands-on traffic and/or project management.
• Strong proficiency with Microsoft Office Suite and project management/collaboration systems.
• Basic understanding of marketing mediums including print, digital, email, social, etc.
• Experience in mortgage, real estate and/or financial services industry a strong plus.
• Proficient in CRM and Marketing Automation Tools such as Salesforce, Salesforce Marketing Cloud, Hubspot, etc.

Benefits

• Stay Healthy: Comprehensive medical, dental, and vision insurance
• Health savings account with employer contribution
• Flexible spending account (medical & dependent care)
• Voluntary critical illness, hospital indemnity and accident coverage
• Short-term disability paid at 100% after 1 year
• Prepare for Your Future: 401(k) plan with generous company match & immediate eligibility
• Free financial advisor service
• Company-paid life and AD&D insurance, short-term and long-term disability
• Feel Supported: Generous paid time off package includes 15 paid holidays and generous PTO
• Hybrid or remote positions and flexible hours