Marketing Technology and Training Coordinator II

Job Summary

The Marketing Technology and Training Coordinator II plays a vital role in ensuring the smooth and efficient operation of the marketing department by managing essential administrative tasks and providing exceptional support. This position involves delivering top-tier customer service, assisting with the seamless onboarding of new loan officers and employees, and overseeing critical marketing functions. Key responsibilities include coordinating platform training, resolving basic technology issues, and providing logistical support for webinars and company-wide calls.

Essential Duties and Responsibilities

• Administrative Support: Manages daily technology and training tasks to ensure seamless operations across the department. Provide initial troubleshooting and support for marketing technology platforms used by the sales team and other employees.
• Customer Service: Serves as a primary point of contact for sales teams, departments, and other stakeholders, efficiently addressing inquiries and ensuring high-quality service and communication.
• Onboarding: Handles marketing onboarding for new loan officers and employees, providing exceptional customer service, ensuring consistent communication, and setting up technology platforms.
• Training Coordination: Organizes and schedules platform training sessions for loan officers.
• Event and Presentation Support: Provides support for events and presentations, including sharing materials with presenters and managing audio-visual requirements to ensure smooth execution.
• Webinar and Internal Call Coordination: Oversees logistics for company and branch webinars, including scheduling, sending reminders, and managing related tasks to facilitate successful virtual and internal events.
• Additional Duties: Performs other duties as assigned, takes on other tasks as needed, contributing to the overall success and efficiency of the marketing department and supporting its continued growth.

Position Requirements

Education

• High school diploma or GED equivalent required
• Bachelor’s degree in Marketing, Communications, or related field preferred

Experience

• Minimum of 1-2 years of experience in a marketing, communications, or administrative support role required. Experience can include internships, part-time jobs, or volunteer work in a similar capacity.
• Experience in customer service or client-facing roles, ensuring timely and effective communication with stakeholders.
• Experience in administrative tasks such as organizing files, managing and maintaining documents or spreadsheets, and coordinating meetings or events. Proficient with tools like Microsoft Office (Word, Excel, PowerPoint), or other project management software (e.g., Monday.com) is useful.
• Basic knowledge of troubleshooting common technology issues (e.g., resetting passwords, managing access to online platforms, assisting with platform navigation).
• Experience in coordinating or assisting with company or team events, handling logistics, and managing communications.
• Experience working in a collaborative environment with cross-functional teams
• Basic design skills to create or edit marketing collateral such as social media graphics, banners, and flyers using Adobe Creative Suite (Photoshop, Illustrator) is a plus.
• Basic experience with managing or scheduling posts on social media platforms (Facebook, Instagram, LinkedIn, etc.). Familiarity with social media management tools (e.g., Sendible) is a plus.

Functional/Technical Skills

• Demonstrates excellent verbal and written communication abilities, effectively supporting internal and external communications.
• Maintains strong attention to detail while managing multiple tasks and projects simultaneously.
• Excels in project management, balancing and prioritizing multiple tasks to ensure timely completion.
• Thrives under pressure, consistently meeting tight deadlines with accuracy and efficiency.
• Capable of managing timelines and plans, ensuring alignment with overall goals.
• Possesses strong interpersonal skills, collaborating effectively with internal teams and external vendors to drive results.
• A strategic thinker with proven problem-solving skills, offering innovative solutions to challenges.
• A self-motivated, innovative professional who works independently or within a team to achieve objectives.
• Proficient in Microsoft Office, including Word, PowerPoint, and Excel.

Benefits

Our benefits package includes 3 comprehensive Cigna or Kaiser medical plans, dental, and vision insurance. We provide short term and long-term disability insurance, basic life insurance, 401(k), and 11 employer paid holidays. In addition, we offer supplemental benefits to include life insurance, critical illness and accident plans.

Environmental/Physical Demands

Work is typically performed in a standard office environment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice.