Position Overview
Please note this is NOT a remote Position, In Office Required in Meridian, ID. The Marketing & CRM Assistant position optimizes daily CRM interactions with sales and support staff while overseeing and distributing incoming leads from various marketing and digital advertising sources within our mortgage company. This role ensures that leads are efficiently managed, reconciled, and converted by sales teams. This position supports our Veteran's Lending Group team. Responsibilities
CRM Management
Assist in the design, implementation, and execution of targeted email, SMS, and print marketing campaigns to engage customers and drive conversions. Collaborate with Marketing and Sales teams to align CRM marketing initiatives with overall business objectives and strategies. Analyze and map out customer journeys to identify key touchpoints and opportunities for enhanced engagement and retention. Refine automated journeys that nurture leads, improve customer retention, and promote new and existing products. Utilize CRM tools to automate marketing processes, ensuring timely and relevant communication with customers. Implement A/B testing strategies to optimize email content, subject lines, and timing for improved response rates. Monitor and report on key performance metrics, providing actionable insights to improve campaign effectiveness.
Lead Management
Monitor and maintain incoming leads from various marketing channels. Check the CRM for duplicate contact records to ensure data integrity. Effectively automate distribution of leads to various loan teams based on established criteria and team performance. Regularly reconcile all leads, ensuring accurate tracking and reporting. Analyze lead conversion metrics and prepare reports for management. Work closely with loan officers and sales teams to provide insights on lead quality and conversion rates. Assist sales teams in understanding lead distribution processes and best practices. Develop and deliver comprehensive training programs for CRM users, ensuring effective utilization of the system. Create training materials including manuals, presentations, and e-learning modules. Conduct regular workshops and one-on-one training sessions to enhance user proficiency in CRM tools. Stay updated on industry trends and best practices in lead management and CRM usage. Identify areas for improvement in lead management processes and recommend strategies for optimization.
Qualifications and Skills
Bachelor’s degree in Marketing, Business Administration, Communications, or related field, or equivalent combination of education/experience. 2-4 years of customer service experience; experience in lead management or sales support is a plus. Experience interacting with a CRM; proficiency in lead tracking systems (e.g., Salesforce, HubSpot). Mortgage industry experience is a plus; helpdesk or technical support experience is preferred. Excellent attention to detail, organizational and analytical skills. Effective communication, collaboration and problem resolution skills. Veterans are strongly encouraged to apply. Experience supporting Military veterans or active-duty service members, preferred. This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Veterans Lending Group is a DBA Of CrossCountry Mortgage, LLC. CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org.
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Please note this is NOT a remote Position, In Office Required in Meridian, ID. The Marketing & CRM Assistant position optimizes daily CRM interactions with sales and support staff while overseeing and distributing incoming leads from various marketing and digital advertising sources within our mortgage company. This role ensures that leads are efficiently managed, reconciled, and converted by sales teams. This position supports our Veteran's Lending Group team. Responsibilities
CRM Management
Assist in the design, implementation, and execution of targeted email, SMS, and print marketing campaigns to engage customers and drive conversions. Collaborate with Marketing and Sales teams to align CRM marketing initiatives with overall business objectives and strategies. Analyze and map out customer journeys to identify key touchpoints and opportunities for enhanced engagement and retention. Refine automated journeys that nurture leads, improve customer retention, and promote new and existing products. Utilize CRM tools to automate marketing processes, ensuring timely and relevant communication with customers. Implement A/B testing strategies to optimize email content, subject lines, and timing for improved response rates. Monitor and report on key performance metrics, providing actionable insights to improve campaign effectiveness.
Lead Management
Monitor and maintain incoming leads from various marketing channels. Check the CRM for duplicate contact records to ensure data integrity. Effectively automate distribution of leads to various loan teams based on established criteria and team performance. Regularly reconcile all leads, ensuring accurate tracking and reporting. Analyze lead conversion metrics and prepare reports for management. Work closely with loan officers and sales teams to provide insights on lead quality and conversion rates. Assist sales teams in understanding lead distribution processes and best practices. Develop and deliver comprehensive training programs for CRM users, ensuring effective utilization of the system. Create training materials including manuals, presentations, and e-learning modules. Conduct regular workshops and one-on-one training sessions to enhance user proficiency in CRM tools. Stay updated on industry trends and best practices in lead management and CRM usage. Identify areas for improvement in lead management processes and recommend strategies for optimization.
Qualifications and Skills
Bachelor’s degree in Marketing, Business Administration, Communications, or related field, or equivalent combination of education/experience. 2-4 years of customer service experience; experience in lead management or sales support is a plus. Experience interacting with a CRM; proficiency in lead tracking systems (e.g., Salesforce, HubSpot). Mortgage industry experience is a plus; helpdesk or technical support experience is preferred. Excellent attention to detail, organizational and analytical skills. Effective communication, collaboration and problem resolution skills. Veterans are strongly encouraged to apply. Experience supporting Military veterans or active-duty service members, preferred. This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Veterans Lending Group is a DBA Of CrossCountry Mortgage, LLC. CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: https://mycrosscountrybenefits.com CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org.
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