Branch Marketing Specialist and Transaction Coordinator

CMG Financial•Columbus, GA

23h•$50,000 - $55,000•Onsite

About The Position

The Marketing Specialist and Transaction Coordinator will support the branch’s marketing efforts and ensure smooth, efficient loan transactions from contract to closing.

Requirements

Strong organizational skills with the ability to prioritize, multitask, and meet deadlines in a fast-paced environment.
Ability to work in a fast paced fluid environment.
High attention to detail and comfort working with data and checklists.
Excellent communication skills both written and verbal.
High level of integrity and confidentiality required.
Positive, team-oriented attitude and a customer-service mindset.

Nice To Haves

Mortgage industry knowledge
Knowledgeable of social media marketing practices
Proficient in Microsoft suite of product; Outlook, Word, Excel, PowerPoint etc.

Responsibilities

Create and manage branch marketing content, including social media posts, email campaigns, flyers, and presentation materials.
Maintain and grow our branch presence on platforms such as Facebook, Instagram, LinkedIn, and other relevant channels.
Implement marketing strategies, in collaboration with supporting Loan Officers, to drive sales operations as needed.
Coordinate lunch and learns with real estate offices and partners to educate on CMG products.
Visit client/realtors to make marketing deliveries
Utilize company marketing platforms to market to past clients and referral sources
Contact clients and business partners to thank, congratulate, and request review of CMG service.
Assist with internal and external event planning
Track and report on marketing activity, engagement, and ROI where applicable.
Ensure brand consistency and compliance with CMG and regulatory guidelines in all marketing materials.
Act as a central point of contact between loan officers, borrowers, real estate agents, title companies, and internal operations teams.
Open new files, organize loan documentation, and help monitor file milestones from application through closing.
Track key dates (contract deadlines, appraisal, underwriting conditions, closing dates) and help keep all parties informed.
Assist with gathering and organizing documentation needed from borrowers and third parties, routing items to the appropriate internal teams.
Update loan status in systems and maintain accurate, organized digital records.
Support loan officers with pipeline management, status updates, and customer service follow-up.