A top employer in the mortgage industry is looking for a Marketing Education Manager to join their team. This role plays an important part in overseeing various activities related to the companys Retail Marketing functions. The Marketing Education Manager will be responsible for nationwide training initiatives, focusing primarily on onboarding new hires and providing tactical marketing support, CRM training, and ongoing education. This position also emphasizes field adoption of marketing technologies, platforms, and vendor services, while coordinating with vendors like BombBomb, HomeBot, and Canva.
Some responsibilities of the Marketing Education Manager will include but are not limited to:
Deliver general instruction, onboarding, and ongoing coaching to team members, either in person or virtually, to provide excellent marketing support.
Conduct new hire training sessions, accommodating a minimum of four sessions per month, often two times a week, primarily for loan officers.
Plan and implement training content and materials for marketing and CRM productivity tools, delivering customized training to specific roles in the field.
Host continuing education webinars after three months, focusing on topics such as using CoPilot/AI for marketing plans and leveraging social media to connect with Gen Z.
Manage new product rollouts or updates for marketing tools, typically one or two per month.
Collaborate with stakeholders like the Salesforce team, Sales Training, and Field Marketing to gather feedback from the field about various marketing initiatives.
Provide ad hoc training for specific questions or topics as required by the field, ensuring loan officers and their teams are current on marketing tools and strategies.
Track, survey, and report on onboarding and recurring training attendance and satisfaction.
LOCATION/TRAVEL:
Fully remote position, ideally located in CT, MST, or PST.
SCHEDULE:
Monday - Friday
Roughly 8 AM - 5 PM
TRAINING:
Comprehensive training will be provided on existing materials and presentations, allowing the Marketing Education Manager to focus on delivering engaging content.
IMPORTANT TO NOTE:
This role requires energy and enthusiasm in a virtual setting, as well as the ability to engage participants during training sessions that can last up to three hours. The candidate should be proactive in identifying and addressing training inefficiencies and gaps in tool usage.
Company/Position Highlights:
Engage directly with marketing initiatives that impact market share and brand presence in the region.
This is an extremely stable and large mortgage organization! Recently, they originated $6.5 billion in new home loans, up 69% from the previous quarter. That's compared to only a 14% increase for the industry, based on MBA estimates. This shows that their relentless focus on providing a better customer-for-life experience, more programs, tools, and technology for their loan officers, and a culture that welcomes new teams to their platform is working and increasing their market share. Additionally, their servicing portfolio grew in the quarter to more than $89 billion, and they generated net income of $37.6 million. All this growth means they have an even greater responsibility to continue delivering on their promises in the months and years ahead. YOU DON'T WANT TO MISS THIS OPPORTUNITY!
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
HR@insightglobal.com.
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- Minimum of 1+ years of experience in the mortgage industry and a bachelors degree (some flex on degree pending experience)
- Experience heavily working with or as a Loan Officer(s) on trainings, enhancing processes, utilizing marketing tools, etc.
- Experience with marketing tools Salesforce and HomeBot required; other preferred tools include BombBomb, Mobility Market Intelligence (MMI), Experience.com, and Canva.
- Proven ability to engage and motivate participants in a virtual training environment.
- Experience in crafting unique training styles and identifying opportunities for improvement in training processes.
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.