Marketing Content and Events Coordinator - Retail Mortgage

Description

The Marketing Content & Events Coordinator supports the Retail Mortgage Marketing team through social media content creation, marketing copywriting, entry-level graphic design, collateral development, event coordination, and day-to-day marketing support. This role helps bring Retail Mortgage initiatives to life by developing engaging content, creating and updating marketing materials, supporting brand visibility, and coordinating events for Loan Officers, builders, real estate agents, referral partners, and community organizations.

The position combines creativity, organization, and follow-through. It is primarily a marketing role, with limited administrative support for the two Co-leaders of the Retail Mortgage Division, including expense reports, meeting coordination, documentation, and other routine business activities. The ideal candidate enjoys writing, creating content, organizing events, and working across multiple projects in a fast-paced environment.

Key Responsibilities

Social Media, Marketing Design & Collateral Support (20-25%)

- Create and update marketing collateral, including flyers, postcards, social graphics, presentations, event signage, invitations, email graphics, and promotional pieces.
- Customize approved templates and complete entry-level graphic design and layout work using approved design platforms.
- Organize and maintain brand assets, templates, photos, logos, disclosures, and marketing content libraries.
- Coordinate printing and production with internal teams and approved vendors.
- Ensure materials follow GBC brand standards and move through required review and approval processes before use.
- Assist with basic edits, resizing, versioning, and adapting collateral for different Loan Officers, audiences, channels, and markets.
- Develop, schedule, and publish social media content using Sprout Social to support Retail Mortgage initiatives, events, and Loan Officer visibility.

Event Planning & Execution (20%)

- Plan and coordinate CE classes, agent events, builder launches, open houses, caravans, sponsorships, community events, and internal marketing activities.
- Manage event timelines, checklists, registrations, venue details, vendors, food, signage, swag, printed materials, and day-of logistics.
- Create and coordinate promotional content and collateral for events.
- Occasionally attend events to assist with setup, registration, social media coverage, photography, vendor coordination, and breakdown.
- Capture attendee information, photos, and event details for follow-up and future marketing use.
- Assist with post-event communication, recap content, attendee-list management, and expense reconciliation.

Administrative & Leadership Support?(15-20%)

- Provide light administrative and day-to-day business support to the co-leaders of the Retail Mortgage Division.
- Prepare and submit expense reports; organize receipts, invoices, and supporting documentation.
- Assist with meeting coordination, calendar requests, travel details, document preparation, and follow-up on routine action items.
- Support special projects and leadership initiatives that intersect with Retail Mortgage marketing and business development.?
- Help keep marketing requests, deadlines, files, and project information organized and current.
- Assist with onboarding and training coordination for Loan Officers, including materials, planning, and documentation.
- Train and support Surefire CRM usage related to events, agents, builders, and Loan Officer follow-up.
- Support internal initiatives, volunteer efforts, and charitable contributions through coordination and documentation.

CE Class Administration (10%)

- Coordinate online event setup and registration through approved CE partners.
- Manage venue logistics and classroom setup.
- Track attendance and manage sign-in documentation.
- Coordinate with instructors and CE providers.
- Ensure CE events follow internal processes and documentation requirements.
- Capture final attendee lists and import agent data into CRM for Loan Officer follow-up.
- Obtain photos of events for social media and marketing use.

Vendor, Budget & Inventory Coordination (5–10%)

- Coordinate with printers, promotional vendors, venues, caterers, rental providers, and other approved partners.
- Track event and marketing expenses, receipts, invoices, and vendor documentation.?
- Assist with budget reconciliation and routine reporting in accordance with company procedures.
- Maintain inventory of marketing materials, signage, event supplies, tablecloths, branded items, and promotional products.
- Monitor supply levels and coordinate reorders with the VP of Retail Mortgage Marketing.

Swag, Materials & Inventory Management (10%)

- Coordinate ordering, storage, and distribution of event swag and branded materials.
- Manage printed collateral, signage, giveaways, tablecloths, flags, and event supplies.
- Maintain inventory lists and reorder schedules in coordination with the VP of Retail Mortgage Marketing.

Marketing, Calendar & Expense Support (10%)

- Assist with maintaining event calendars and internal timelines.
- Support promotional coordination for events in collaboration with loan officers and agents.
- Ensure event details are accurate across invitations, landing pages, and internal calendars.
- Track event expenses, invoices, and receipts.
- Assist with budget reporting and reconciliation following company procedures.

Requirements

- Three to five years of experience in marketing, communications, social media, content creation, event planning, or a related support role. Experience in mortgage, financial services, or real estate environments strongly preferred.
- Strong writing, editing, proofreading, and storytelling skills with an eye for audience and tone.
- Basic graphic design and layout skills using Canva, Adobe Creative Cloud, or similar tools.
- Experience creating social media posts and adapting content for different audiences and platforms.
- Strong organizational and time-management skills, with the ability to manage multiple deadlines and shifting priorities.
- Professional communication skills for working with leadership, Loan Officers, vendors, builders, real estate agents, and community partners.
- Proficiency with Microsoft 365, including Outlook, Word, PowerPoint, Excel, Teams, Planner and shared file-management tools.
- Ability to attend occasional early-morning, evening, or weekend events and assist with event setup or breakdown.

Key Skills & Competencies

- Social media content creation.
- Proofreading and quality control.
- Copywriting and storytelling.
- Project and deadline management.
- Basic graphic design and layout.
- Vendor and expense coordination.
- Marketing collateral development.
- Relationship building.
- Event planning and logistics.
- Attention to detail and follow-through.
- Adaptability in a fast-paced environment.

AAP/EEO Statement: Equal Opportunity/Affirmative Action Employer Veterans/Disabled.