Mortgage Marketing Strategist

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As our Marketing Brand Strategist, you’ll partner closely with the Mortgage Marketing Senior Brand Strategist and Marketing Director to shape and execute innovative marketing strategies across our full MarTech ecosystem -including CRM, marketing automation, digital content, analytics, testing and optimization, social platforms, and paid media. In this highly collaborative role, you’ll serve as the bridge between business segments and Marketing -working directly with leaders, loan officers, and partners to uncover opportunities, architect smart solutions, and drive measurable increases in sales performance and brand awareness.

What You’ll Do:

  • Act as the key liaison between business leaders and Marketing, translating needs into actionable, high-impact marketing strategies.
  • Evaluate incoming requests, provide clear guidance and summaries, respond thoughtfully, or redirect as needed to ensure efficiency and alignment.
  • Continuously improve marketing platforms, tools, and campaigns - applying insights to enhance performance and ROI.
  • Support workflow management and assist with project management for companywide initiatives, ensuring timelines, deliverables, and priorities stay on track.
  • Develop compelling content for social and digital strategies that elevates our brands and resonates with target audiences.
  • Deliver training sessions that empower loan officers and partners to confidently leverage marketing platforms and tools.
  • Create and deliver polished sales presentations for loan officers and partners that clearly communicate value and drive engagement.
  • Build tailored marketing strategy plans for assigned brands and loan officers using existing platforms and capabilities.
  • Write clear, thoughtful creative briefs that align stakeholders and guide effective marketing deliverables.
  • Offer strategic insights and solution-driven recommendations that help clients and internal partners solve challenges and seize opportunities.
  • Ensure all work adheres to applicable federal laws and regulations, including AML and BSA requirements.
Minimum Qualifications:
  • Professional experience using Microsoft Office Suite
  • Intermediate-level Excel skills
  • Exceptional organization, prioritization, and multitasking abilities
  • Strong written, verbal, and presentation skills
  • Confidence speaking to groups and leading discussions
  • High discretion and sound judgment when handling confidential information
  • Working knowledge of Google Ads, SEO, SEM, social advertising, and Adobe Creative Suite
  • Ability to work independently and collaboratively within a team
  • Flexibility in a fast-paced, evolving environment
  • Ability to interpret and effectively apply policies and guidelines
Bonus Points If You Bring:
  • 2+ years of advertising or account management experience
  • Proven ability to resolve conflicts creatively while maintaining professionalism
  • Ability to lead and make sound decisions in the absence of higher authority
  • Comfort making recommendations that impact operations and activities
  • Experience managing complex calendars and competing priorities
  • Demonstrated success in marketing project management, preferably in a sales-driven environment
#mortgage #tbm
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