Job Description
Description Work for an Award Winning Company Culture! Are you an independent, self-starting, team player with a positive attitude? Are you passionate about giving back to your community? Do you want to work for a company that we like to think as the “happiest place in mortgage” and has been voted a “Best Place to Work” for the last 17 years? Join our family at Homeowners Financial Group and you can take advantage of our great benefits. Benefits Award-Winning Company Culture Employee volunteer opportunities 10 paid holidays Generous paid time off policy United Healthcare Benefits including medical, Delta benefits including dental and vision Ancillary Benefits include: Mutual of Omaha life and disability, worksite benefits, MetLaw Legal Plan, Pet Benefit Solutions 401k with discretionary match Employee tenure program President's Club eligibility for both Sales and Operations staff Who We Are: Homeowners Financial Group has over 300 employees in 41 offices across the country and has helped tens of thousands of homeowners realize home ownership. We are not your typical mortgage company: we foster a “family” environment, we give back to the community through dozens of charities and we love what we do! Who We Want: We want a Marketing Operations Specialist who reports to the Marketing Manager and is responsible for managing core internal marketing operations workflows that support sales team enablement, platform accuracy, onboarding readiness, audit support, and digital quality assurance. This role serves as a front-line internal support partner for loan officers and sales team members companywide, helping connect users with the right marketing resources, systems, updates, and support channels. Now accepting applications for candidates located in AZ, CA, KS, PA, OR, MN, FL, NM, TX, ME, CO, GA, SC, NY, NC, AL, AK, MO, and NV! Essential Duties Manage the request queue as a front-line internal support channel for loan officers and sales team members companywide Support the marketing onboarding process for new sales team members by coordinating required marketing setup activities Work closely with the Licensing team to support marketing-related updates for new hires, existing staff, state licensing changes, branch or role updates, and related digital profile needs Verify marketing platform profile details, review platform information, digital presence details, and related marketing records for accuracy and consistency Ensure marketing platform updates align with confirmed internal information, established procedures, and applicable brand standards Ensure sales team records and related marketing data remain current by following established coordination and tracking procedures Communicate update needs, status, and follow-up items clearly with internal stakeholders Support state audit and compliance-related requests by gathering required marketing materials, records, and documentation from internal systems Conduct ongoing quality assurance across assigned marketing systems and digital touchpoints, including website profiles, email signatures, review information, digital business cards, and related sales team marketing assets Maintain accurate, consistent, and professional digital marketing information across teams, branches, and states Manage, organize, and maintain internal marketing resources to help sales team members locate approved materials and support channels Draft SOPs, checklists, process guides, and internal documentation for review and approval by the Marketing Manager Maintain approved documentation to support consistency, scalability, and team knowledge-sharing Participates in Homeowners internal meetings and required trainings Maintains a professional image and demonstrates an understanding of and follows all Homeowners Policies and Procedures Other duties as assigned Requirements Qualifications : High School Diploma or equivalent required 2–4 years of experience in marketing operations, marketing coordination, sales support, project coordination, administrative operations, or a related role required Experience in using or supporting marketing operations platforms, CRM or marketing automation tools, review platforms, or internal resource management systems preferred Mortgage, financial services, or other regulated industry experience preferred Experience assisting with audit material gathering, quality assurance workflows, onboarding coordination, or licensing-related updates preferred Excellent written and verbal communication skills