The ideal candidate is a tech-savvy marketing operator who understands the power of automation, data-driven campaigns, and can maintain data integrity across systems while supporting a fast-paced mortgage-focused organization.
Key Responsibilities
- Leverage and manage existing marketing systems and tools— “plug and play” without needing to build from scratch.
- Customize marketing templates (flyers, photo and video materials, emails, SMS) by updating market-specific stats and messaging
to match targeted audiences. - Execute SMS and email marketing campaigns, including drip sequences, on schedule and within
compliance standards. - Monitor and adjust campaign performance using KPIs, open rates, CTRs, and conversion metrics.
- Conduct data clean-up, maintenance, and segmentation to ensure accuracy and consistency across CRM systems.
- Maintain data integrity in all marketing efforts, adhering to company policies and industry regulations
- Ensure all marketing materials and strategies are compliant with mortgage industry standards and
guidelines.
- Implement and optimize workflows using marketing automation platforms and CRM integrations.
- Work with APIs to connect marketing platforms and ensure seamless communication between
systems. - Troubleshoot system errors or marketing logic issues across tools and campaigns.
- Provide tactical input into the planning and execution of marketing strategies tailored to real estate
and mortgage audiences. - Identify optimization opportunities across the customer lifecycle—from lead capture to nurture and
close. - Collaborate with loan officers, agents, and operations teams to align marketing efforts with business
objectives.
Skills, Knowledge and Expertise
- Experience: 3–5 years in marketing operations or coordination, ideally within the real estate or mortgage industry.
- Familiar with Insellerate, Hubspot, Go High Level, Salesforce, Big Purple Dot or similar CRMs.
- Photo and Video Editing
- Strong understanding of email and SMS marketing, segmentation, and A/B testing.
- Excellent data hygiene and management skills.
- Knowledge of API integrations and automation logic
- Proficiency with compliance-related marketing practices in mortgage/real estate.
- Clear communicator and organized multitasker who thrives in a system-driven environment.
- Proficiency with Excel
- Ideal candidate would have experience the following (or similar) tools: Mailchimp, ActiveCampaign, Constant Contact, SlickText, Eventbrite, Canva, Capcut, Typeform, ChatGPT
- Ideal candidate would also have some web design and/or social media management experience
Benefits
- Above market salary
- HMO on Day 1 for principal and two dependents
- Government-mandated benefits
- Performance-based Incentives
- Quarterly Company Events
- 1,000 PHP De Minimis
- Equipment and software provided
