Technical Marketing & CRM Analyst - Mortgage Lending
Franklin Loan Center seeks an experienced Technical Marketing & CRM Analyst for our retail residential mortgage business. Will work under the direction of our Technical Marketing & CRM Manager. May work in our corporate offices in Palm Desert or remotely. The following experience and skills are required:
One and a half plus years of CRM experience working with a residential mortgage banker, broker or real estate lender. Must have one and a half plus years of experience as a project facilitator/leader for the execution, management, training and follow up communication with CRM and Marketing third-party vendors, internal management and mortgage loan originator needs.
Marketing tech stack experience with Surefire Top of Mind CRM; iEmergent - Mortgage Business Intelligence; MBS Highway; Mortgage Coach; OSI Express; List Reports; HomeBot and Adobe & Canva - design are all preferred. Encompass experience is a plus but not required.
Knowledge of current residential mortgage disclosure compliance regulations and requirements - TRID, RESPA, TILA, Regulation B, Dodd/Frank, and all other applicable requirements on a multi-state (emphasis on California) and federal level.
Excellent time management, communication, training and organizational skills with a high degree of detail orientation and accuracy are required. Must be willing and enjoy learning new technologies and services.
Proficiency with MS 365 Office applications, specifically with Teams, Outlook, Word, Excel and PowerPoint applications are required.
Must be a service oriented, self-starter, with strong ability to work with all levels of external and internal clients and employees.
Must be able to work Pacific Time hours 8am to 5pm, Monday through Friday
Franklin Loan Center has been servicing Southern California since 1989. We have grown from a local mortgage banker in the Coachella Valley into a thriving enterprise across the United States. We provide a premier lending experience to our borrowers currently in 25 states and we are growing. All loan Assistance, Disclosures, Processing, Underwriting and DOC's and Funding functions are handled by our own expert team who follow the loan from application to close unlike other organizations that farm out the loan functions to separate divisions or companies. Mortgages are processed in our state-of-the-art systems which are available to our clients online to handle document submission and tracking for their convenience. Franklin offers a wide variety of tailored products to the borrower, from conventional, non-conventional, non-QM loans with a specialty product portfolio for more complex transactions. This integrated product/team/system approach allows us to speed the process along and pay special attention to detail for each of our clients anytime, anywhere. At Franklin, "we treat your loan like it's our own" TM
Equal Opportunity Employer
Principles Only
Job Type: Full-time
Pay: $32.00 - $39.00 per hour
Expected hours: 40.0 per week
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Schedule:
Monday to Friday
Work Location: Remote
Apply Now
One and a half plus years of CRM experience working with a residential mortgage banker, broker or real estate lender. Must have one and a half plus years of experience as a project facilitator/leader for the execution, management, training and follow up communication with CRM and Marketing third-party vendors, internal management and mortgage loan originator needs.
Marketing tech stack experience with Surefire Top of Mind CRM; iEmergent - Mortgage Business Intelligence; MBS Highway; Mortgage Coach; OSI Express; List Reports; HomeBot and Adobe & Canva - design are all preferred. Encompass experience is a plus but not required.
Knowledge of current residential mortgage disclosure compliance regulations and requirements - TRID, RESPA, TILA, Regulation B, Dodd/Frank, and all other applicable requirements on a multi-state (emphasis on California) and federal level.
Excellent time management, communication, training and organizational skills with a high degree of detail orientation and accuracy are required. Must be willing and enjoy learning new technologies and services.
Proficiency with MS 365 Office applications, specifically with Teams, Outlook, Word, Excel and PowerPoint applications are required.
Must be a service oriented, self-starter, with strong ability to work with all levels of external and internal clients and employees.
Must be able to work Pacific Time hours 8am to 5pm, Monday through Friday
Franklin Loan Center has been servicing Southern California since 1989. We have grown from a local mortgage banker in the Coachella Valley into a thriving enterprise across the United States. We provide a premier lending experience to our borrowers currently in 25 states and we are growing. All loan Assistance, Disclosures, Processing, Underwriting and DOC's and Funding functions are handled by our own expert team who follow the loan from application to close unlike other organizations that farm out the loan functions to separate divisions or companies. Mortgages are processed in our state-of-the-art systems which are available to our clients online to handle document submission and tracking for their convenience. Franklin offers a wide variety of tailored products to the borrower, from conventional, non-conventional, non-QM loans with a specialty product portfolio for more complex transactions. This integrated product/team/system approach allows us to speed the process along and pay special attention to detail for each of our clients anytime, anywhere. At Franklin, "we treat your loan like it's our own" TM
Equal Opportunity Employer
Principles Only
Job Type: Full-time
Pay: $32.00 - $39.00 per hour
Expected hours: 40.0 per week
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Schedule:
Monday to Friday
Work Location: Remote
Apply Now