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 …