CMG Financial ยท 1 month ago
Training Coordinator (Mortgage Marketing)
CMG Financial is seeking a Training Coordinator to support Loan Officers with their marketing platforms and tools. This role involves developing and delivering training programs, creating materials, and providing ongoing support to enhance the sales team's effectiveness.
BankingMortgage
Responsibilities
Train and set up new-hire Loan Officers, ensuring they are successfully onboarded onto all required marketing platforms and understand best practices
Provide ongoing training for existing Loan Officers, offering refreshers, advanced guidance, and platform support
Create and maintain training materials, including manuals, videos, and eLearning modules
Conduct interactive training sessions to ensure understanding and engagement
Provide ongoing support and guidance to sales teams on marketing platforms and best practices
Manage and monitor the shared marketing inbox
Monitor and evaluate training effectiveness, adjusting as needed to improve outcomes
Host platform trainings for new and existing LOs
Serve as a subject matter expert and resource for marketing-related inquiries and initiatives
Assist leadership team with special projects
Qualification
Required
Background in training, onboarding, or client service roles
Comfortable juggling multiple priorities in a fast-paced environment
Experience in customer service
Microsoft Office tools (Excel, Word, Power Point, Outlook)
Strong problem-solving, and analytical skills
Strong initiative and ability to work on own
Bachelor's degree in Communications, Marketing, Business, etc. or equivalent experience
Preferred
Experience using digital marketing or CRM platforms is preferred but not required
Knowledge of mortgage marketing tools is a plus
Company
CMG Financial
CMG Financial is a well-capitalized, privately held mortgage-banking firm.
Funding
Current Stage
Late StageRecent News
2025-12-09
2025-12-02
2025-11-04
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