Marketing Education Manager, Retail

Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.Position SummaryThe Marketing Education Manager, Retail plays an important role in the organization by overseeing a number of activities related to the company's Retail Marketing functions. The role is primarily responsible, under general to intermittent direction, to provide training, on-boarding, tactical marketing support, CRM, continual education, and technical marketing support. This position is also responsible for field adoption of marketing technologies, platforms, and vendor services.Essential FunctionsDeliver general instruction, on-boarding, training, and ongoing coaching to team members with the objective of providing excellent marketing support, either in person or virtually on a continuous basis.Provide comprehensive support for new hires, accommodate future acquisitions, and support recruiting efforts to further company growth.Provide current and newly hired retail originators and their support staff with the tools and resources necessary for sales and marketing productivity.Plan and implement marketing and CRM/ productivity tools training content, materials, and training techniques to deliver customized marketing trainings to specific roles in the field.Deliver ongoing marketing and SF CRM trainings ranging from Basic to Advanced, including New Hire Training for Loan Officers, Managers, support staff and Recruits. These trainings could be in-person or virtual.Develop a feedback loop with the field and field marketing team to actively seek requirements and inputs for Sales and Marketing Productivity tools, like Salesforce, Dashboards and Reports, BombBomb, HomeBot, etc.Collaborate with stakeholders like Salesforce team, Sales Training, Field Marketing, content team, retention team, to provide feedback from the field about various initiatives.Find innovative ways to provide digestible training nuggets to the field about various tools and platforms.Provide ad hoc training for specific questions, topics, as required by the field.Participate in User Acceptance Testing and features roadmap for marketing and productivity tools throughout all stages of the roll-out and periodically troubleshoot as needed.Document and maintain knowledge articles and other documentation for support and business processes as executed in the marketing and sales productivity tools, including any impacts from other integrated Guild applications.Track, survey and report on onboarding and recurring training attendance and satisfaction.Work on special projects and assignments with the Senior Marketing Education Manager, Retail and the Director, Field Marketing.Perform other duties as assigned.QualificationsBachelor's degree in Communications, Sales/Marketing, or related field required.A minimum of four years' experience in marketing/communications-related role(s) required.A minimum of two years' experience on the sales side of the mortgage industry required.Prior experience using CRM software.Passionate about delivering training in-person and virtually.General RESPA and mortgage compliance knowledge.Proficiency with HomeBot, BombBomb, Microsoft Teams, Zoom, Microsoft Word, Excel, and PowerPoint.Passionate about delivering excellence in customer service within a team environment.Ability to effectively represent the company to outside parties.Effective writing and presentation skills.Excellent verbal and communication skills.Ability to organize and manage multiple priorities simultaneously.Self-motivated with a strong attention to detail.Ethical, with a commitment to company values.SupervisionGeneral to intermittent supervision of work, depending on experience.Apply sound judgment in execution of core job responsibilities.Works with internal and external stakeholders.Travel: 5%; mostly to attend large scale trainings and company events.RequirementsPhysical: Work is primarily sedentary; occasionally walks and/or stands. Must have a valid license to drive to local branch offices.Manual Dexterity: Frequent use of computer keyboard and mouse.Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.Environmental: Office environment - no substantial exposure to adverse environmental conditions.Guild offers a pleasant work environment, competitive compensation and excellent benefits package, including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.Guild Mortgage Company is an Equal Opportunity Employer.Targeted Salary Range: $62,244.00 to $84,700.00 annually. Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location.REQ#: MARKE016627PDN-9d55a685-b158-4d3f-94ba-a4c255bf6223

Created: 2024-11-01