Mortgage Learning & Communications Coordinator

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SouthState Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

SouthState Bank is a financial institution that offers a wide range of banking products and services. It provides personal banking solutions such as checking and savings accounts, credit cards, and online and mobile banking. The bank also offers borrowing options including personal loans, mortgages, and home equity lines of credit. Additionally, SouthState Bank provides investment services like financial and retirement planning. For businesses, it offers small business and commercial banking services, including loans, lines of credit, and cash flow management. They also provide wealth management services for personal and corporate clients.

📋 Description

• Manage day-to-day internal mortgage communications in support of operational performance and employee engagement. • Partner with mortgage leadership to analyze ongoing internal communications needs and ensure content alignment with mortgage division goals and objectives. • Coordinate the development, review, approval, distribution, and maintenance of employee-facing communications including the Mortgage Minute newsletter. • Edit communications to contain adequate and accurate information. • Keep communications compliant with all applicable laws and regulations, consistent with the bank’s strategic goals and objectives, and documented in accordance with the bank’s standard framework. • Maintain brand awareness, copywriting regulations and ensure plagiarism of other institutions is not present in mortgage publications. • Utilize communication tools used by the mortgage division including the Mortgage Knowledge Base and Total Expert CRM platform. • Maintain all distribution lists (DLs) for the Mortgage Division down to department levels. • Monitor industry trends and leverage best practices related to internal communications and team member engagement. • Support employees and partners with communications best practices, branding, and ideas to enhance communication activities. • Coordinate on-site and virtual onboarding for all mortgage new hires. • Verify accuracy of new hire information with the hiring manager and submit the IT onboarding ticket. • Track the status of IT onboarding tasks including but not limited to access/AD creation, equipment build & shipping, and Day 1 setup logistics. • Validate completion of new hire equipment build and access setup with IT partners before the start date. • Facilitate an introductory call with each new hire and their hiring manager before the start date to review pre-onboarding tasks and the onboarding agenda. • Work with new hire(s) and the assigned IT technician(s) to ensure completion of the Equipment & Access Setup checklist on Day 1. • Work with new hire(s) to ensure NMLS transfer from their previous employer to SouthState Bank within the first 3 days of employment (if applicable). • Deliver in-person onboarding and setup training to the new hire(s) and assist with transition to job training with their manager. • Schedule introductory and touchpoint calls for each new hire and their Operations partners. • Identify opportunities to continuously improve the new hire onboarding workflow in support of employee engagement and division growth goals. • Advocate our culture by providing prompt, efficient, and exceptional customer service. • Demonstrate a commitment to the Company’s guiding principles and core values. • Maintain a strong work ethic, being results-driven and committed to meeting deadlines while achieving company and department goals. • Actively participate in learning and development for continued personal and professional development. • Ensure internal communications content aligns with regulatory requirements and company policies. • Ensure confidentiality of all sensitive material and matters, direct documents to the appropriate parties, obtain approvals as necessary, and ensure deadlines are met. • Adhere to compliance, security and internal guidelines and requirements for position and applicable compliance and consumer protection regulations, preventing fraud and protecting customer assets.

🎯 Requirements

• Bachelor’s degree or equivalent experience in communications, marketing, business or a related field. • 3 years + experience in communications and employee engagement are required. • 3 years + mortgage experience preferred with strong understanding of the loan life cycle and regulations impacting the mortgage industry. • Excellent presentation, communication, and interpersonal skills. • Excellent time management, organizational skills, and attention to detail. • Excellent computer skills, especially Microsoft Office. • Ability to prioritize tasks, think and work independently. • Ability to exercise personal and professional responsibility and work with limited direction. • Ability to exercise good judgment to analyze and problem solve situations that arise.

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development