Reverse Director, Sales & Marketing Operations at Guild Mortgage Company LLC in San Diego, California

Job Description:

Essential Functions:

• Implement and expand the current multi-channel marketing strategy for our consumer direct team including direct mail, web lead generation, print advertisements, email marketing and partner relationships.


• Research and test new lead generation opportunities based on target audience insights for homeowners over the age of 62.


• Create new marketing content and manage compliance approval/review process for all new collateral.


• Analyze lead performance for consumer direct team & ensure key metrics are maintained and partners are held to expected performance.


• Manage lead data analysis & create & implement action strategies based on key performance indicators.


• Increase existing lead source conversions using marketing automation solutions.


• Manage the Sales Support team to ensure loan originators are supported in their use of our customized Salesforce CRM built specifically for loan origination.


• Research and Implement new tools within Salesforce to engage new and existing customers.


• Coordinate with corporate marketing team to expand product coverage at the brand level including working alongside sales to educate on product specific best practices.


• Outline and execute new marketing initiatives for Guild retail sales team to encourage product adoptions.


• Coordinate with local and regional management to ensure proper lead follow up strategies are followed to ensure best performance.


• Creation & management of Salesforce reports & dashboards to assist leaders with key insights to production, performance and staff responsibilities.


• Analyze servicing portfolio and new acquisition data to identify reverse mortgage opportunities.


• Coordinate with Guild CRM team to ensure loan originator workflow and marketing tasks are easily accessible for end user.


• Vendor management coordination for new marketing partnerships & maintenance of existing marketing vendors


• Manage Live Transfer Team to ensure leads are quickly pre-qualified and transferred to licensed loan originators.


• Continuely research target audience characteristics for both B2C and B2B opportunities


• Coordinate licensing management within the reverse division with support from corporate licensing team


• Oversight of IVR phone system used to manage marketing lead flow for consumer direct team.

Qualifications:

• High school diploma or equivalent required.


• At least three years of experience in Mortgage lending, sales and marketing or related field; Reverse Mortgage experience is preferred. Prior experience in lead position preferred.


• Sales force experience, including Salesforce CRM and Pardot, required.


• Sales leadership experience required.


• Experience with marketing automation, preferred.


• Ability to manage multiple priorities, strong detail orientation and highly organized.


• Works with a strong sense of urgency and responsiveness.


• Passionate about delivering excellence in customer service.


• Demonstrated patience and professionalism when interacting with both internal and external customers.


• Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required.


• Strong verbal and written communication skills.


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