Marketing Coordinator & Loan Officer Assistant at Mutual of Omaha Mortgage in San Rafael, CA

Job description

• Help Build Something Exceptional; This is not a typical assistant position.
• We're looking for an ambitious, organized, relationship-driven professional who wants to become
• an integral part of expanding one of Northern California's premier reverse mortgage practices.
• As the Marketing Coordinator & Loan Officer Assistant, you will become the operational engine
• behind a growing business—helping expand our market presence, strengthen referral relationships, create efficient systems, coordinate and launch marketing initiatives, and deliver an exceptional experience for every referral partner and client.
• You'll work directly alongside an experienced Reverse Mortgage Professional whose mission is to
• educate seniors, financial professionals, and families about retirement planning through home
• equity solutions.
• Help expand the business. You'll become the trusted partner responsible for keeping operations running smoothly while expanding our visibility throughout the community and managing event and social media marketing.
• Someone who takes ownership, follows through, builds organization, thinks ahead, communicates
• professionally, demonstrates strong critical thinking skills, adapts quickly, enjoys helping others succeed, and thinks like a business owner—not just an employee.

Responsibilities

• Business Development & Growth
• Coordinate speaking engagements and workshops
• Coordinate networking events and community outreach
• Manage strategic marketing initiatives with other professionals
• Marketing & Brand Management
• Manage marketing calendar
• Coordinate email campaigns, newsletters, social media and print marketing
• Create presentations and educational materials
• Ensure branding and compliance consistency
• CRM & Client Relationship Management
• Own CRM accuracy and outreach
• Build automated follow-up campaigns
• Track marketing effectiveness
• Produce reports and pipeline updates
• Executive & Operations Management
• Manage calendar and workflow
• Build and implement systems and checklists
• Manage projects independently
• Improve efficiency
• Client Experience
• Answer calls professionally
• Coordinate appointments and client communications
• Assist with proposals, setting follow up appointments via phone, Zoom, in-person and with the client’s family of advisors, collect documentation and track loan milestones
• Event Coordination
• Plan seminars, webinars, client events and networking events + follow up after each event.
• Secure podcast guest appearances, press releases, co-marketing opportunities.

Requirements

• 2+ years in mortgage, banking, real estate, financial services, executive support, marketing, business development or operations.
• CRM experience, Microsoft Office proficiency, strong communication, organization and project management skills.
• Canva and event planning experience preferred.

Skills

Required

• CRM experience
• Microsoft Office proficiency
• Strong communication
• Organization
• Project management skills

Preferred

• Canva
• Event planning experience

Benefits

• Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include:
• Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.
• Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
• 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
• Multiple PPO Medical Plans, as well as HDHP eligible plan.
• Dental Coverage
• Vision Coverage
• Company Paid Life Insurance
• Additional Benefits including – Optional Life, FSA, Pet Insurance etc.
• 401K with a generous employer match
• Free Legal Services
• Employee Loan Program
• Compensation: $23-$27/hour + monthly bonus incentives.