Planet Home Lending
Posted Friday, January 9, 2026 at 6:00 AM
Join a winning team of innovative thinkers, seasoned mortgage professionals, and financial experts. Build your career at Planet—recognized as a Top Mortgage Employer by National Mortgage Professional.
Job Summary
The
Marketing Operations Specialist
supports the efficiency, accuracy, and compliance of the Marketing department. This role works closely with the Marketing Operations managers to manage marketing-related expenses, maintain project and process consistency, provide support with Marketing compliance audits (federal, state, and agency), streamline projects with prescheduling and automated templates, ensure work flows smoothly through project management and monitoring of various systems, and other day-to-day tasks. The ideal candidate is highly organized, detail-oriented, self-motivated to complete tasks on a deadline, and excited to learn new systems and processes. This role is essential in ensuring marketing efforts are compliant, organized, and scalable. By managing expenses, supporting audits, and improving workflows through automation and templates, the Marketing Operations Specialist enables the broader Marketing team to focus on strategy and execution while maintaining operational excellence. Essential Duties and Responsibilities
Reviews and documents marketing vendor expenses for approval in accordance with internal policies and procedures Reviews monthly Proforma statements and accurately allocate marketing expenses for approval Reviews monthly Marketing Visa statements and accurately allocate expenses for approval Performs documentation of monthly marketing expenses, allocations, and approvals Schedules, manages, and learns to automate recurring marketing projects and tasks Builds and maintains automated templates for marketing projects to ensure consistency and efficiency Monitors various systems for project quality and consistency Performs regular audits of marketing projects to ensure quality, accuracy, and adherence to standards Assists with marketing audits for industry compliance, including state, federal, and agency audits Requests, collects, and archives required audit documentation and reporting Applies proper file naming conventions and taxonomy to ensure materials are easily retrievable for audit requests Supports ongoing compliance efforts by maintaining accurate records and documentation Collaborates with cross-functional teams to support marketing workflows and operational improvements Identifies opportunities to improve processes, documentation, and system organization Assists with various administrative and operations tasks for the marketing department as needed and performs other duties as assigned. Position Requirements
Education
Bachelor’s degree (or working towards) in finance, economics, or other business-related field Experience
Experience supporting marketing, operations, or compliance-related teams Familiarity with audits, regulatory documentation, or experience in a regulated industry Experience with automated tools and workflow optimization Experience with vendors and financial documentation Functional/Technical Skills
Strong organizational and documentation skills with high attention to detail Ability to manage multiple tasks, deadlines, and recurring responsibilities Experience or interest in expense tracking, financial reviews, or budget allocation Comfort working in project management and ticketing systems Ability to follow established processes while identifying opportunities for improvement Clear written communication skills and ability to maintain professional documentation Self-motivated, dependable, and proactive in monitoring work and resolving issues Environmental/Physical Demands
Work is typically performed in a standard office environment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice. Our benefits package includes 3 comprehensive Cigna or Kaiser medical plans, dental, and vision insurance. We provide short term and long-term disability insurance, basic life insurance, 401(k), and 11 employer paid holidays. In addition, we offer supplemental benefits to include life insurance, critical illness and accident plans.
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The
Marketing Operations Specialist
supports the efficiency, accuracy, and compliance of the Marketing department. This role works closely with the Marketing Operations managers to manage marketing-related expenses, maintain project and process consistency, provide support with Marketing compliance audits (federal, state, and agency), streamline projects with prescheduling and automated templates, ensure work flows smoothly through project management and monitoring of various systems, and other day-to-day tasks. The ideal candidate is highly organized, detail-oriented, self-motivated to complete tasks on a deadline, and excited to learn new systems and processes. This role is essential in ensuring marketing efforts are compliant, organized, and scalable. By managing expenses, supporting audits, and improving workflows through automation and templates, the Marketing Operations Specialist enables the broader Marketing team to focus on strategy and execution while maintaining operational excellence. Essential Duties and Responsibilities
Reviews and documents marketing vendor expenses for approval in accordance with internal policies and procedures Reviews monthly Proforma statements and accurately allocate marketing expenses for approval Reviews monthly Marketing Visa statements and accurately allocate expenses for approval Performs documentation of monthly marketing expenses, allocations, and approvals Schedules, manages, and learns to automate recurring marketing projects and tasks Builds and maintains automated templates for marketing projects to ensure consistency and efficiency Monitors various systems for project quality and consistency Performs regular audits of marketing projects to ensure quality, accuracy, and adherence to standards Assists with marketing audits for industry compliance, including state, federal, and agency audits Requests, collects, and archives required audit documentation and reporting Applies proper file naming conventions and taxonomy to ensure materials are easily retrievable for audit requests Supports ongoing compliance efforts by maintaining accurate records and documentation Collaborates with cross-functional teams to support marketing workflows and operational improvements Identifies opportunities to improve processes, documentation, and system organization Assists with various administrative and operations tasks for the marketing department as needed and performs other duties as assigned. Position Requirements
Education
Bachelor’s degree (or working towards) in finance, economics, or other business-related field Experience
Experience supporting marketing, operations, or compliance-related teams Familiarity with audits, regulatory documentation, or experience in a regulated industry Experience with automated tools and workflow optimization Experience with vendors and financial documentation Functional/Technical Skills
Strong organizational and documentation skills with high attention to detail Ability to manage multiple tasks, deadlines, and recurring responsibilities Experience or interest in expense tracking, financial reviews, or budget allocation Comfort working in project management and ticketing systems Ability to follow established processes while identifying opportunities for improvement Clear written communication skills and ability to maintain professional documentation Self-motivated, dependable, and proactive in monitoring work and resolving issues Environmental/Physical Demands
Work is typically performed in a standard office environment. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sustain predictable work attendance, communicate with others, frequently required to stand, walk, sit, and use arms, hands and fingers to reach, handle or touch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus. Pursuant to the Americans with Disabilities Act, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of an employee. The Company reserves the right to amend or modify this document at any time and without notice. Our benefits package includes 3 comprehensive Cigna or Kaiser medical plans, dental, and vision insurance. We provide short term and long-term disability insurance, basic life insurance, 401(k), and 11 employer paid holidays. In addition, we offer supplemental benefits to include life insurance, critical illness and accident plans.
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