CRM/Email Marketing Manager at Commerce Home Mortgage

Job description

This position will have a very active day-to-day participation in the list of responsibilities below in addition to assigned projects.

Major Responsibilities

• Execute daily marketing campaigns and deliverables to support the Corporate marketing department’s goals and deadlines
• Assist/support Loan Officers in executing daily tasks, campaigns, workflows in Jungo/Salesforce.
• Help train and be the daily resource to ensure Loan Officers are successful with their Jungo seats.
• Create new or update existing email campaigns in Act-On/Jungo
• Maintain a calendar of campaigns by target audience to set up and deploy both via scheduled drips and one off blasts. Proactively define, get buy off & execute on time
• Work with both internal and external designers and production to facilitate direct mail and onsite materials execution
• Collecting data for regular reporting of campaign metrics and attendance performance
• Keep organized records of marketing metrics and results of past campaigns
• Work with data managers internally to maintain our list database in our email deployment systems and direct mail database
• Campaign set ups and lead tracking
• Spend time daily tracking loan officer engagement and lead follow up. Reach out and help where needed.
• Support the marketing team and Sales where necessary

Related Requirements

• 3+ years of professional experience in marketing and campaign management
• Strong skills/knowledge of successful email marketing, CRM & Salesforce
  • Understanding/knowledge of what makes for successful email campaigns
    • Deliverability
    • List Management
    • Effective Subject Lines, Content
    • Subscriber/audience engagement
    • Social Media Integration
• Experience/understanding tracking, reporting and analytics
• Ability to create effective campaigns - ideally, individual would be able to set up HMTL campaigns themselves in the product.
• Knowledge/Experience with Act-On, Jungo (Mortgage App for Salesforce), SalesForce, Cloud *Salesforce a must.
• BS degree in marketing, communications or business related field preferred
• Mortgage/real estate experience a huge plus.

General Requirements

• Thrives in a team environment but is a skilled, self-motivated, self-starter who can work autonomously to meet deadlines and objectives
• Strong attention to detail and organizational skills
• Ability to work on multiple projects simultaneously
• Have proficient computer skills (fluent with Word, Excel, PowerPoint and Adobe Creative Suite. HTML skills a plus.
• Proactive, has a sense of urgency & deadline-oriented

Commerce Home Mortgage has been in business since 1993 and is headquartered in San Ramon, CA. Being in the San Francisco Bay area, jumbo loans are part of our DNA, but we are Fannie, Freddy and Ginnie direct and have a full range of loan programs and products with great pricing. We are expanding our retail footprint throughout California and have need for talented, experienced Branch Managers.