Marketing & Growth Coordinator

Overview

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This position is fully onsite at our Ocala, FL office location.

The Marketing & Growth Coordinator supports the expansion of Essex Mortgages sub-servicing portfolio by executing targeted marketing initiatives, fostering client relationships, and coordinating business development activities from initial outreach through successful onboarding. This role blends creativity, organization, and persistencedeveloping online and event-based marketing strategies, contributing to website concept planning, coordinating presence at conventions, and organizing client-facing events. The Coordinator engages in direct outreach through calls, emails, and digital channels, manages follow-up with prospective clients, and assists in delivering compelling presentations and software demonstrations that showcase Essexs capabilities. Working closely with leadership, operations teams, and emerging AI resources, the Coordinator helps build and maintain contact pipelines, track engagement activity, and ensure timely, consistent communication with prospects. This position is instrumental in executing the companys marketing plan, driving lead conversion, and supporting a consistent, professional brand image across all channels.

Core Competencies

• Demonstrates initiative and persistence in generating leads, following up with prospects, and moving opportunities toward conversion
• Maintains a professional, confident, and approachable demeanor in all interactions, whether online, in person, or via phone/video
• Exhibits creativity in developing marketing concepts and event ideas that align with Essexs sub-servicing value proposition
• Organizes and prioritizes tasks effectively to manage simultaneous marketing campaigns, event planning, and client follow-up activities
• Communicates clearly and persuasively in presentations, emails, and client conversations, adapting tone and detail for the audience
• Collaborates across departments to ensure marketing efforts and client outreach align with operational capabilities and strategic goals
• Leverages data and technology, including CRM tools and AI-driven solutions, to track leads, measure campaign effectiveness, and improve outreach efficiency
• Maintains accuracy, attention to detail, and brand consistency across all marketing materials and client communications
• Builds rapport quickly with prospects and clients, fostering trust and credibility in every interaction
• Demonstrates persistence in pursuing follow-up opportunities, ensuring no viable lead is left without a timely response
• Aligns work with Essex Mortgages pillars of Leadership, Raving Fans, Transparency, High Performance, and Tenacity, with a focus on building trust and long-term client relationships

Duties/Responsibilities

• Develop and execute marketing activities to promote Essex Mortgages sub-servicing capabilities, including digital outreach, event participation, and direct prospect engagement
• Collaborate with leadership to refine and implement the sub-servicing marketing plan, ensuring activities align with business objectives and growth targets
• Assist in conceptual planning for website content, ensuring alignment with brand messaging, client needs, and competitive positioning
• Coordinate participation in industry conventions, trade shows, and networking events, including logistics, materials preparation, and onsite representation
• Organize and host client-facing events, webinars, and virtual demonstrations, ensuring professional execution and timely follow-up
• Conduct outbound prospecting via phone, email, and social channels; maintain a consistent cadence of outreach and follow-up with prospective clients
• Prepare and deliver engaging presentations and software demonstrations tailored to the needs of potential sub-servicing clients
• Track all leads, activities, and communications in CRM or tracking systems, ensuring accuracy and enabling data-driven decision making
• Partner with AI and data teams to identify and prioritize prospect lists, streamline follow-up workflows, and improve engagement outcomes
• Coordinate with internal operations teams to ensure accurate representation of service capabilities during marketing and sales discussions
• Monitor industry news, competitor activity, and market trends to inform marketing strategies and identify new opportunities
• Maintain brand consistency and quality standards across all marketing materials, event assets, and client communications
• Support reporting on marketing and growth initiatives, including lead conversion rates, event ROI, and campaign performance metrics
• Maintain a library of marketing collateral, case studies, and presentation templates for quick customization and deployment in prospect outreach
• Develop and manage a recurring follow-up schedule for all prospects, ensuring consistent touchpoints that move leads toward engagement
• Partner with leadership to identify high value prospects and create tailored outreach strategies for each
• Track and analyze feedback from prospects and clients to refine messaging, presentations, and service positioning
• Uphold Essex Mortgages pillarsLeadership, Raving Fans, Transparency, High Performance, and Tenacityin all prospect and client interactions

Education, Experience And /or Skills

• Bachelors degree in marketing, communications, business administration, or a related field preferred; equivalent work experience in marketing, business development, or client relations will be considered
• Minimum of 2 years experience in marketing coordination, sales support, business development, or related role, preferably in financial services, mortgage, or real estate
• Proven ability to manage multiple projects, deadlines, and priorities while maintaining attention to detail and quality
• Experience coordinating events, preparing presentations, and supporting marketing campaigns from concept through execution
• Strong verbal and written communication skills, with the ability to present ideas and information effectively to prospects and internal stakeholders
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); familiarity with CRM systems, marketing automation tools, or AI-driven outreach platforms is a plus
• Comfort with outbound calling, virtual meetings, and professional networking to build and maintain client relationships
• Experience using LinkedIn or other professional networking platforms for business outreach and brand visibility
• Basic understanding of financial services or mortgage servicing industry terminology is preferred
• Demonstrated ability to collaborate across teams, work independently, and take initiative in a fast-paced, evolving environment

Computer & Equipment Skills

• Intermediate in Microsoft Office programs (Word, Excel, PowerPoint)
• Word processing (speed and accuracy)
• MSP or FICS Mortgage Servicer a plus
• Email
• Internet software
• Use typical office equipment (computers, fax, phones, copiers, scanners, etc.)

Physical Requirement

• Vision (with or without correction) sufficient to read a computer screen and to operate office equipment
• Clear speaking voice on the telephone, in person, and recorded
• Hearing within normal ranges in noise environments typical of office
• Able to sit for long periods of time at computer or other work-station and in meetings
• Able to use computers and operate equipment
• Able to lift 10 pounds occasionally unassisted

Work Authorization

Must be able to verify identity and employment eligibility to work in the U.S. without a visa sponsorship.

EEO Statement: As part of our dedication to the diversity of our workforce, Essex Mortgage is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, national origin or ancestry, sex, gender, gender identity, gender expression, sexual orientation, age, physical or mental disability, medical condition, marital/domestic partner status, military and veteran status, genetic information or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances.

Seniority level

• Entry level

Employment type

• Other

Job function

• Marketing and Sales

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