Reverse Director, Sales & Marketing Operations
Job Description
Essential Functions:
- Implement and expand the current multi-channel marketing strategy for our consumer direct team including direct mail, web lead generation, print advertisements, email marketing and partner relationships.
- Research and test new lead generation opportunities based on target audience insights for homeowners over the age of 62.
- Create new marketing content and manage compliance approval/review process for all new collateral.
- Analyze lead performance for consumer direct team & ensure key metrics are maintained and partners are held to expected performance.
- Manage lead data analysis & create & implement action strategies based on key performance indicators.
- Increase existing lead source conversions using marketing automation solutions.
- Manage the Sales Support team to ensure loan originators are supported in their use of our customized Salesforce CRM built specifically for loan origination.
- Research and Implement new tools within Salesforce to engage new and existing customers.
- Coordinate with corporate marketing team to expand product coverage at the brand level including working alongside sales to educate on product specific best practices.
- Outline and execute new marketing initiatives for Guild retail sales team to encourage product adoptions.
- Coordinate with local and regional management to ensure proper lead follow up strategies are followed to ensure best performance.
- Creation & management of Salesforce reports & dashboards to assist leaders with key insights to production, performance and staff responsibilities.
- Analyze servicing portfolio and new acquisition data to identify reverse mortgage opportunities.
- Coordinate with Guild CRM team to ensure loan originator workflow and marketing tasks are easily accessible for end user.
- Vendor management coordination for new marketing partnerships & maintenance of existing marketing vendors
- Manage Live Transfer Team to ensure leads are quickly pre-qualified and transferred to licensed loan originators.
- Continuely research target audience characteristics for both B2C and B2B opportunities
- Coordinate licensing management within the reverse division with support from corporate licensing team
- Oversight of IVR phone system used to manage marketing lead flow for consumer direct team.
Qualifications:
- High school diploma or equivalent required.
- At least three years of experience in Mortgage lending, sales and marketing or related field; Reverse Mortgage experience is preferred. Prior experience in lead position preferred.
- Sales force experience, including Salesforce CRM and Pardot, required.
- Sales leadership experience required.
- Experience with marketing automation, preferred.
- Ability to manage multiple priorities, strong detail orientation and highly organized.
- Works with a strong sense of urgency and responsiveness.
- Passionate about delivering excellence in customer service.
- Demonstrated patience and professionalism when interacting with both internal and external customers.
- Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required.
- Strong verbal and written communication skills.
Explore More
Date Posted
10/10/2023
Views
0
Neutral
Subjectivity Score: 0
Similar Jobs
Center Director Unassigned - KinderCare Learning Companies
Views in the last 30 days - 0
View Details