CRM Marketing Specialist (Total Expert)
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About this role
CRM Marketing Specialist (Total Expert)
Department: Marketing
Reports To: CRM Manager
Employment Type: Full-Time
Job Summary:
The CRM Marketing Specialist is responsible for the day-to-day administration, optimization, and strategic execution of our enterprise Customer Relationship Management (CRM) platform, Total Expert. This role focuses on driving Loan Officer (LO) adoption, building multi-channel lead conversion journeys, ensuring data integrity across system integrations, and tracking marketing ROI.
The ideal candidate bridges the gap between marketing technology (MarTech) strategy and hands-on execution, helping our sales team maximize customer retention and local market growth.
Core Responsibilities
- Platform Administration & Maintenance: Serve as the primary, hands-on administrator for Total Expert. Manage user permissions, system configurations, and routine platform maintenance.
- Campaign & Journey Development: Design, build, and deploy automated, multi-channel marketing journeys (email, SMS, print, and video via integrations like BombBomb). Create segmented drip campaigns tailored to database milestones, birthdays, loan anniversaries, and lead status.
- Data Integration & Quality: Monitor and maintain integration health between Total Expert and core data sources including our Loan Origination System (LOS) and third-party tools. Perform regular data auditing and cleansing.
- Content Management: Audit, update, and organize the corporate marketing asset library within Total Expert. Ensure all co-branded and individual marketing collateral complies with regulatory guidelines (RESPA/FINRA).
- Reporting & ROI Optimization: Track, analyze, and report on key performance indicators (KPIs) such as email open rates, journey conversion metrics, and LO usage. Use data insights to continuously optimize campaign performance.
Qualifications & Skills
- Experience: 2–4 years of experience in CRM administration, marketing automation, or digital marketing. Direct experience within the mortgage, banking, or real estate industries is highly preferred.
- Technical Expertise: Strong proficiency with Total Expert is required. Familiarity with Encompass and nCino along with complementary mortgage tech tools (e.g., Homebot, ListReports, BombBomb).
- Data Skills: Experience managing data mapping, field configurations, and automated triggers. Strong analytical skills with the ability to translate reporting dashboards into actionable marketing strategies.
- Communication: Excellent written communication and instructional skills, with a proven ability to coach and support sales professionals of varying technical abilities.
- Project Management: Detail-oriented and organized, with the capacity to manage compliance standards, content asset updates, and system updates simultaneously.
The salary range for this position is $70,000-$82,000 annually.
Mutual of Omaha is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.
Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs, please review and apply for our opening below!
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
- 401K with a generous employer match
- Additional Benefits including – Optional Life, FSA, Pet Insurance etc.
- Free Legal Services
- Employee Loan Program
Company
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