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Mortgage Marketing CRM Strategist

TOWNEBANK
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TowneBank has a culture that:

  • Has a commitment to exquisite service for our members that will lead to our ability to create a reasonable rate of return for our shareholders, a bright future for our dedicated bankers, and a leadership role for our bank in promoting the social, cultural, and economic well-being of our community.
  • Embraces our hometown banking philosophy, where our family members, directors and employees are active volunteers, serving on numerous boards and donating their time and talents to local organizations.

     

Primary Purpose:

Are you a CRM wizard with a passion for streamlining communication and empowering sales success?

As a Mortgage Marketing CRM Content Administrator, you'll be the architect behind our customer relationship management and marketing operating system, ensuring our loan officers and sales team can nurture relationships and prospect with seamless automation. Your meticulous attention to detail, knack for organization, and ability to navigate dynamic systems will be instrumental in maintaining a vibrant template library and driving impactful campaigns.

About Us:

Working on our Mortgage Marketing team means being part of a collaborative and dynamic environment. We focus on crafting engaging content and leveraging our CRM to connect with our audience and support our sales efforts. You'll contribute to driving engagement and building brand awareness, adapting to changing priorities and working alongside a supportive team. If you're ready to inspire, engage, and grow, you'll find your fit here.

 

Essential Responsibilities:

  • Template Tamer: Master the template library, bringing new templates to life, gracefully sunsetting expired promotions, and keeping content fresh and relevant.
  • Compliance Champion: Ensure our sales team operates within compliance guidelines, making you the guardian of best practices.
  • Automation Architect: Design and manage captivating journey, drip, and automation campaigns for our loan officers, turning leads into lasting relationships.
  • Data Dynamo: Upload databases and craft custom groups for targeted campaigns, optimizing our reach and impact.
  • Loan Officer Liaison: Provide stellar customer service to our loan officers and sales team, becoming their go-to expert for all things CRM.
  • Asset Artisan: Create stunning template assets upon request, bringing marketing visions to life within the CRM.
  • Insightful Communicator: Share your wisdom on best practices within the CRM system, elevating our team's capabilities.
  • Integration Innovator: Collaborate with vendors and other parties to implement powerful integrations within the system, expanding our CRM's potential.
  • Trend Tracker: Stay ahead of the curve by monitoring updates and changes within the CRM system, keeping our marketing and sales teams informed and agile.
  • Collaborative Catalyst: Work hand-in-hand with the Mortgage Software Support team to ensure our LOS integration is regular and accurate, maintaining data harmony.
  • Reporting Rockstar: Run and analyze insightful reports in conjunction with the Marketing Strategist teams, transforming data into actionable strategies.
  • Regulatory Guardian: Uphold all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML), including the Bank Secrecy Act (BSA).

     

Minimum Required Skills & Competencies:

  • Experience using Microsoft Office Suite in a professional work environment
  • Experience with CRM systems, preferably Total Expert
  • Working knowledge of Adobe Creative Cloud
  • Well organized with an ability to prioritize and multi-task
  • Strong verbal and written communication skills
  • Strong public speaking skills
  • Ability to exercise discretion and sound judgment when dealing with confidential information
  • Ability to work independently and as a team member
  • Ability to demonstrate flexibility as demands and priorities change
  • Ability to interpret and apply policies and guidelines effectively

     

Desired Skills & Competencies:

  • Two years of experience with CRM systems
  • Associate or Bachelor's degree preferred
  • Demonstrated ability to resolve conflicts with creativity and authority while maintaining a professional relationship
  • Ability to control situations or events in the absence of higher authority
  • Ability to make recommendations or decisions that affect office operations and activities
  • Demonstrated experience managing a complex calendar

     

Physical Requirements:

  • Express or exchange ideas by means of the spoken word via email and verbally
  • Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time
  • Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation
  • Not substantially exposed to adverse environmental conditions
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential responsibilities. 


    #mortgage
    #tbm