CrossCountry Mortgage, LLC · 1 month ago
Marketing & CRM Assistant - Veteran's Lending Group
LC11392 - 2560 N Stokesberry Place, Meridian, ID
Full-time
Onsite
Entry, Mid Level
2+ years expCrossCountry Mortgage, LLC is the nation's number one distributed retail mortgage lender with a strong culture of employee engagement. The Marketing & CRM Assistant will optimize CRM interactions and manage incoming leads to support the Veteran's Lending Group team.
FinanceFinancial ServicesLendingMortgage
Responsibilities
Assist in the design, implementation, and execution of targeted email, SMS, and print marketing campaigns to engage customers and drive conversions
Collaborate with Marketing and Sales teams to align CRM marketing initiatives with overall business objectives and strategies
Analyze and map out customer journeys to identify key touchpoints and opportunities for enhanced engagement and retention
Refine automated journeys that nurture leads, improve customer retention, and promote new and existing products
Utilize CRM tools to automate marketing processes, ensuring timely and relevant communication with customers
Implement A/B testing strategies to optimize email content, subject lines, and timing for improved response rates
Monitor and report on key performance metrics, providing actionable insights to improve campaign effectiveness
Monitor and maintain incoming leads from various marketing channels
Check the CRM for duplicate contact records to ensure data integrity
Effectively automate distribution of leads to various loan teams based on established criteria and team performance
Regularly reconcile all leads, ensuring accurate tracking and reporting
Analyze lead conversion metrics and prepare reports for management
Work closely with loan officers and sales teams to provide insights on lead quality and conversion rates
Assist sales teams in understanding lead distribution processes and best practices
Develop and deliver comprehensive training programs for CRM users, ensuring effective utilization of the system
Create training materials including manuals, presentations, and e-learning modules
Conduct regular workshops and one-on-one training sessions to enhance user proficiency in CRM tools
Stay updated on industry trends and best practices in lead management and CRM usage
Identify areas for improvement in lead management processes and recommend strategies for optimization
Qualification
Required
Bachelor's degree in Marketing, Business Administration, Communications, or related field, or equivalent combination of education/experience
2-4 years of customer service experience; experience in lead management or sales support is a plus
Experience interacting with a CRM; proficiency in lead tracking systems (e.g., Salesforce, HubSpot)
Excellent attention to detail, organizational and analytical skills
Effective communication, collaboration and problem resolution skills
Preferred
Mortgage industry experience is a plus; helpdesk or technical support experience is preferred
Veterans are strongly encouraged to apply
Experience supporting Military veterans or active-duty service members, preferred
Benefits
Medical
Dental
Vision
401K
Short-term disability
Employee assistance program
Wellness program
Company
CrossCountry Mortgage, LLC
Back in 2003, our founder and CEO, Ron Leonhardt, started CrossCountry Mortgage with one goal: become a nationwide mortgage lender that helps people with clear and fast home loans.
5001-10000 employees
H1B Sponsorship
CrossCountry Mortgage, LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (16)
2024 (16)
2023 (9)
2022 (17)
2021 (3)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$1.9BKey Investors
Ares Management
2025-11-18Debt Financing· $600M
2025-09-24Debt Financing· $900M
2021-11-23Debt Financing· $400M
Leadership Team
Tom Kraft
Senior Vice President Operations - West
Rob Sampson
Executive Vice President
Recent News
2025-12-18
2025-12-10
2025-11-20
Company data provided by crunchbase