Mortgage Learning & Communications Coordinator

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.

We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

The Mortgage Learning & Communications Coordinator is an essential member of the Mortgage Division, responsible for the development, execution, and ongoing improvement of internal communications. In addition, this position manages all Mortgage new hire onboarding activities including but not limited to submission and tracking of the IT onboarding form, NMLS transfer, and delivery of new hire onboarding setup training. This position consults with various mortgage leaders and bank partners (in HR, Recruiting, IT, etc.) to ensure ongoing alignment with organization requirements and strategic objectives. It is the responsibility of the Mortgage Learning & Communications Coordinator to take ownership of all tasks and challenges that are encountered in the operation of this assigned job function.

PRIMARY RESPONSIBILITIES

Internal Communications

• 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.

New Hire Onboarding

• 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 the 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.

Culture Champion

• 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.

Confidentiality and Compliance

• 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.

EDUCATION / EXPERIENCE

• 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.

SKILLS NECESSARY

• 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.

TRAVEL

• Travel may be required for in-person new hire onboarding.
• Travel may be required to attend meetings as needed.

WORK ENVIRONMENT

• Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions.
• They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. 
• Requirements are subject to change, as new systems and technology is delivered.

Equal Opportunity Employer, including disabled/veterans.