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Mutual of Omaha Mortgage · 2 weeks ago

Digital Marketing and Client Growth Assistant

Scottsdale, AZ

Part-time

Onsite

Entry Level

$18/hr - $24/hr

1+ years exp

Mutual of Omaha Mortgage is a Fortune 300 Company that is committed to responsible lending and customer care. The Digital Marketing and Client Growth Assistant will support the Loan Officer by ensuring loan files are accurate and ready for submission while enhancing client engagement through digital marketing tasks.

BankingFinanceFinancial ServicesMortgage

Responsibilities

Monitor key dates and proactively track all milestones in the loan process

Manage and maintain accurate borrower and partner information in CRM databases

Prepare, send, and manage loan disclosures, applications, and required documentation for electronic signature

Communicate professionally with borrowers, title companies, and third parties to request and collect conditions

Prepare files for submission to processing and underwriting

Maintain organized electronic and paper files in compliance with company policy

Serve as the first point of contact for inbound calls — demonstrate exceptional phone manners, professionalism, and warmth at all times

Provide courteous, accurate updates to clients, partners, and internal departments

Maintain a welcoming and enthusiastic tone that reflects the professionalism of our brand

Coordinate with the Loan Officer to schedule appointments, meetings, and follow-ups

Assist with creating and posting compliant social media content to help educate and engage clients and referral partners

Support basic video editing (short clips, captions, or educational snippets) using tools such as Canva

Use AI tools (like ChatGPT) to help draft marketing captions, emails, or summaries for review

Maintain a content calendar for events, newsletters, and educational materials

Track engagement and help brainstorm creative ways to improve client outreach

Provide general administrative support such as scanning, filing, and organizing documents

Assist with internal event planning, mailings, and referral partner coordination

Support the Loan Officer with daily workflow, scheduling, and follow-up tasks

Maintain office organization, supplies, and readiness for client meetings

Qualification

Mortgage lending experienceLoan origination systemsMicrosoft Office proficiencySocial media knowledgeVideo editing toolsAI writing toolsPhone etiquetteMultitasking abilityWritten communicationOrganizational skillsPositive attitude