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Planet Home Lending, LLC · 1 day ago

Marketing Operations Specialist

Kennesaw, GA, USA

Full-time

Onsite

New Grad, Entry Level

Planet Home Lending, LLC is a recognized Top Mortgage Employer seeking a Marketing Operations Specialist. This role supports the efficiency, accuracy, and compliance of the Marketing department by managing expenses, supporting audits, and improving workflows through automation and templates.

BankingFinanceFinancial Services

Comp. & Benefits

Responsibilities

Reviews and documents marketing vendor expenses for approval in accordance with internal policies and procedures

Reviews monthly Proforma statements and accurately allocate marketing expenses for approval

Reviews monthly Marketing Visa statements and accurately allocate expenses for approval

Performs documentation of monthly marketing expenses, allocations, and approvals

Schedules, manages, and learns to automate recurring marketing projects and tasks

Builds and maintains automated templates for marketing projects to ensure consistency and efficiency

Monitors various systems for project quality and consistency

Performs regular audits of marketing projects to ensure quality, accuracy, and adherence to standards

Assists with marketing audits for industry compliance, including state, federal, and agency audits

Requests, collects, and archives required audit documentation and reporting

Applies proper file naming conventions and taxonomy to ensure materials are easily retrievable for audit requests

Supports ongoing compliance efforts by maintaining accurate records and documentation

Collaborates with cross-functional teams to support marketing workflows and operational improvements

Identifies opportunities to improve processes, documentation, and system organization

Assists with various administrative and operations tasks for the marketing department as needed and performs other duties as assigned

Qualification

Marketing compliance auditsExpense trackingWorkflow optimizationProject management systemsFinancial documentationOrganizational skillsClear written communicationSelf-motivated