Marketing Education Manager, Retail

Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

Position Summary

The Marketing Education Manager, Retail plays an important role in the organization by overseeing a number of activities related to the company’s Retail Marketing functions. The role is primarily responsible, under general to intermittent direction, to provide training, on-boarding, tactical marketing support, CRM, continual education, and technical marketing support. This position is also responsible for field adoption of marketing technologies, platforms, and vendor services.

Essential Functions

• Deliver general instruction, on-boarding, training, and ongoing coaching to team members with the objective of providing excellent marketing support, either in person or virtually on a continuous basis.
• Provide comprehensive support for new hires, accommodate future acquisitions, and support recruiting efforts to further company growth.
• Provide current and newly hired retail originators and their support staff with the tools and resources necessary for sales and marketing productivity.
• Plan and implement marketing and CRM/ productivity tools training content, materials, and training techniques to deliver customized marketing trainings to specific roles in the field.
• Deliver ongoing marketing and SF CRM trainings ranging from Basic to Advanced, including New Hire Training for Loan Officers, Managers, support staff and Recruits. These trainings could be in-person or virtual.
• Develop a feedback loop with the field and field marketing team to actively seek requirements and inputs for Sales and Marketing Productivity tools, like Salesforce, Dashboards and Reports, BombBomb, HomeBot, etc.
• Collaborate with stakeholders like Salesforce team, Sales Training, Field Marketing, content team, retention team, to provide feedback from the field about various initiatives.
• Find innovative ways to provide digestible training nuggets to the field about various tools and platforms.
• Provide ad hoc training for specific questions, topics, as required by the field.
• Participate in User Acceptance Testing and features roadmap for marketing and productivity tools throughout all stages of the roll-out and periodically troubleshoot as needed.
• Document and maintain knowledge articles and other documentation for support and business processes as executed in the marketing and sales productivity tools, including any impacts from other integrated Guild applications.
• Track, survey and report on onboarding and recurring training attendance and satisfaction.
• Work on special projects and assignments with the Senior Marketing Education Manager, Retail and the Director, Field Marketing.
• Perform other duties as assigned.

Qualifications

• Bachelor’s degree in Communications, Sales/Marketing, or related field required.
• A minimum of four years’ experience in marketing/communications-related role(s) required.
• A minimum of two years’ experience on the sales side of the mortgage industry required.
• Prior experience using CRM software.
• Passionate about delivering training in-person and virtually.
• General RESPA and mortgage compliance knowledge.
• Proficiency with HomeBot, BombBomb, Microsoft Teams, Zoom, Microsoft Word, Excel, and PowerPoint.
• Passionate about delivering excellence in customer service within a team environment.
• Ability to effectively represent the company to outside parties.
• Effective writing and presentation skills.
• Excellent verbal and communication skills.
• Ability to organize and manage multiple priorities simultaneously.
• Self-motivated with a strong attention to detail.
• Ethical, with a commitment to company values.

Supervision

• General to intermittent supervision of work, depending on experience.
• Apply sound judgment in execution of core job responsibilities.
• Works with internal and external stakeholders.
• Travel: 5%; mostly to attend large scale trainings and company events.

Requirements

Physical: Work is primarily sedentary; occasionally walks and/or stands.  Must have a valid license to drive to local branch offices.

Manual Dexterity:  Frequent use of computer keyboard and mouse.

Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.

Environmental:  Office environment – no substantial exposure to adverse environmental conditions.

Guild offers a pleasant work environment, competitive compensation and excellent benefits package, including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.

Guild Mortgage Company is an Equal Opportunity Employer.

Targeted Salary Range: $62,244.00 to $84,700.00 annually. 

Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant’s geographical location.

REQ#: MARKE016627