Marketing Account Manager – Mortgage (Finance)

Wintrust Mortgage was founded in 1981 to help customers achieve the American dream of homeownership and has since successfully navigated the ever-changing real estate market. As a full-service, federally chartered lender with offices located across the country, we're dedicated to providing customers with a wide range of mortgage products and have the capability to lend in all 50 states. To complement the basic conventional, FHA, and VA loan programs, we are uniquely positioned to meet the needs of the continually evolving market. Wintrust Mortgage is part of Wintrust, a financial services company with more than $62 billion in assets.

Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)
• Competitive pay and discretionary or incentive bonus eligible
• Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
• Family-friendly work hours
• With 175+ community bank locations, we offer opportunities to grow and develop in your career
• Promote from within culture

Why join this team?

• We have a culture that encourages an entrepreneurial spirit
• We offer multiple opportunities for development and upward mobility

Job Description Summary:

The Marketing Account Manager's main responsibility is to support our Loan Originators (LOs) with their marketing and business development. The Account Manager will be assigned to 1 or 2 regions within the company to support the Area Sales Managers and approx. 50-75 LOs within those regions with recruiting, onboarding of new LOs and day-to-day support of their marketing activities. This role is high in customer service and the Account Manager must be very organized, an excellent communicator, have a positive attitude, demonstrate the ability to troubleshoot and problem solve on own and with a team, and work with people with strong personalities.

What You'll Do:

• This position is the single point of contact for the LOs and Sales Managers in the assigned regions and a high level of customer service and organization is necessary. Day-to-day activities include; managing tickets/requests from the sales field, proactive, consultative outreach, scheduling and conducting calls with LOs, speaking on leadership calls, managing the marketing onboarding for new LO hires, supporting the Sales Managers with their recruiting efforts, analyzing trends and marketing results within your region to share out with management, and working with your manager and counterparts to establish and execute strategic plans to increase company growth. 
• Drive utilization of our marketing systems within the sales team including analyzing and sharing out usage data, conducting best practices sessions, proactively engaging with LOs to increase their usage of the systems, and working directly with the Area Sales Manager to identify areas of improvement and a strategic plan to accomplish established goals.
• Act as project manager for certain marketing requests within assigned region(s), which includes writing a creative brief for the request, establishing appropriate timelines, keeping the project moving via our management software and key communications with our internal team and reporting back to the LO or project requestor in a timely manner.
• Own and manage 2-3 other company-wide marketing systems or strategic projects such as our customer surveys, phone app, promo store, tech enhancements, etc.
• Role will also share in general marketing departmental duties such as invoice management, promo item orders, procedure updates, support ticket management, company acquisitions, reporting and audits. ​

Qualifications:

• Bachelor's degree preferred
• 2-3 years experience preferred
• Previous marketing, project management, account management experience preferred. Work in a previous customer service centric role/environment is requested. Work in the financial services or real estate industry is a ‘nice-to-have' but not required.
• Experience with a CRM/marketing platform, project management tool, and/or Adobe Creative Suite is requested but not required.

Benefits:

Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance

#LI-HYBRID

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago's Bank® and Wisconsin's Bank®, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.