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Create and execute social media campaigns, design presentations and marketing collateral, assist with video content and scriptwriting, refresh program materials and open house flyers, and use Adobe Creative Suite or TotalExpert to produce on-brand visual assets while managing multiple projects and deadlines.

Manage and execute email and SMS marketing campaigns, maintain CRM data integrity and compliance for mortgage/real estate, implement and optimize automation and API integrations, troubleshoot system issues, monitor campaign KPIs, and collaborate with loan officers and operations to improve lifecycle conversions.

Review and approve mortgage advertising and marketing materials for compliance with TILA/Reg Z, MAP Rule/Reg N, and UDAP/UDAAP across print, web, social, and third-party channels; maintain records, track trends, support audits, and provide training and policy updates.

Make high-volume outbound calls using an automated dialer to generate and qualify leads, set appointments, support customers across phone/email/chat, maintain CRM records, follow scripts and compliance, meet sales targets for staffing services, and participate in training and networking to improve results.

Manage all pre-launch and in-flight coordination for LilyPad projects, acting as primary customer contact. Schedule contractors, collect and validate project documents, coordinate permitting, run internal kick-offs, maintain timelines, chase stakeholders, identify at-risk projects, and escalate issues to ensure timely installations.

Serve as the first point of contact for new leads: rapidly call leads, complete intake questionnaires, and schedule qualified loan consultations. Manage email and calendar, confirm appointments, maintain CRM accuracy, coordinate with third parties, and ensure seamless handoffs into the loan process. Hit weekly appointment targets and provide daily tracking and follow-up to prevent leads from falling through the cracks.

Administer and support the company Learning Management System: user/account management, course creation/scheduling, reporting, troubleshooting, and end-user support. Maintain learning content, documentation, intranet and file repositories; create job aids and eLearning materials; coordinate compliance launches, audits, and vendor/stakeholder interactions.

The Spanish-speaking Sales Assistant will support the sales team with lead generation, client communication, administrative tasks, and marketing efforts, ensuring effective client engagement.