Marketing Coordinator - CRM

About the Role

We are seeking a Marketing Coordinator – CRM with strong expertise in Total Expert to join our team. In this role, you will collaborate closely with the Director of Marketing to design and execute CRM-driven marketing strategies that strengthen client relationships, enhance market presence, and increase mortgage loan sales. You’ll play a critical role in optimizing our sales funnel, tracking key performance metrics, and driving long-term client engagement.

Key Responsibilities

• Manage and monitor client relationships through Total Expert CRM.

• Optimize CRM campaigns to maximize conversions and improve the sales funnel.

• Develop and implement innovative marketing strategies to attract and retain mortgage clients.

• Propose and execute data-driven marketing tools and strategies.

• Track and analyze KPIs, conversion rates, and campaign performance.

• Conduct market and competitor research to identify trends and opportunities.

• Stay up to date on digital and social media marketing best practices.

• Collaborate across teams to deliver client-focused marketing initiatives.

• Support revenue growth through targeted engagement strategies.

• Perform additional marketing-related duties as assigned.

Qualifications

Required:

• 1–2 years of marketing experience.

• Hands-on expertise with Total Expert CRM and analytical tools.

• Strong knowledge of online marketing and CRM best practices.

• Proven ability to manage end-to-end CRM campaigns.

• Excellent communication (written, verbal, and presentation) skills.

• Highly organized with strong multitasking and time management abilities.

• Proficiency in social media platforms and management software.

• Creativity and problem-solving mindset with a customer-first approach.

Preferred:

• Experience in mortgage or financial services marketing.

• Bachelor’s degree in Marketing, Communications, or related field (or equivalent work experience).

Working Conditions

• Fast-paced, desk-based role with frequent phone and computer use.

• Requires normal vision and hearing (corrected as needed).

• Some bending, sitting, and occasional lifting (up to 10 lbs).

• Minimal travel (<5%).

Why Join Us?

• Competitive salary.

• Comprehensive medical, dental, and vision insurance.

• Generous paid time off.

• Short-term and long-term disability coverage.

• Additional benefits.

Ready to make an impact?
Apply today and help us build stronger client relationships through innovative CRM-driven marketing strategies!