Training Coordinator (Mortgage Marketing) jobs in United States
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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
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Growth Opportunities

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

Digital marketing platformsCRM platformsMortgage marketing toolsTraining experienceMicrosoft OfficeCustomer serviceAnalytical skillsMultitaskProblem-solving skillsInitiative

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

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CMG Financial is a well-capitalized, privately held mortgage-banking firm.

Funding

Current Stage
Late Stage

Leadership Team

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Paula White
Senior Vice President,Senior Loan Officer
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Christopher George
President
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Company data provided by crunchbase