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The Marketing Specialist supports the marketing team by creating, organizing, and executing marketing initiatives that promote reverse mortgage awareness and support sales outreach.
This entry-level role is ideal for a detail-oriented communicator who enjoys writing, staying organized, and learning new tools. The specialist will assist with content creation, campaign execution, CRM updates, and loan officer support, while gaining hands-on experience in a specialized and fast-growing segment of the mortgage industry.
Key Responsibilities
Content Creation
Assist in writing and editing content for monthly emails, newsletters, and educational materials.
Repurpose content for email, web, social, and print channels with guidance from senior marketing leadership.
Draft basic educational materials such as FAQs, explainer sheets, and borrower or partner summaries.
Support the creation of marketing assets used by loan officers and referral partners.
Help maintain content version control and ensure materials reflect updated guidelines and compliance requirements.
Project & Campaign Support
Support the setup, testing, and deployment of marketing campaigns within CRM and automation tools.
Assist with tracking campaign performance and organizing reports for leadership review.
Help maintain project timelines, content calendars, and asset inventories.
Coordinate with creative, compliance, and operations partners to keep deliverables on schedule.
Loan Officer Support
Assist with creating basic loan officer collateral, including email templates, social posts, and event resources.
Respond to loan officer marketing requests with direction from senior team members.
Help maintain the marketing library used by loan officers for outreach.
Support field teams by ensuring materials are updated, compliant, and easy to access.
Campaign & Program Development (Overall Responsibilities)
Assist with research on industry trends, competitor content, and audience behavior.
Help organize marketing programs that support sales, product education, and consumer awareness.
Prepare drafts and supporting materials for webinars, workshops, CE presentations, and advisor education initiatives.
Ensure all materials follow compliance guidelines and brand standards.
Skills, Knowledge and Expertise
0–2 years of marketing, communications, or administrative experience. Experience in financial services is a plus but not required.
Strong writing, editing, and organizational skills.
Comfort using CRM and digital marketing tools (e.g., Salesforce, HubSpot, Total Expert, or similar).
Ability to learn quickly and manage multiple tasks in a deadline-driven environment.
Basic understanding of digital communication channels, including email, social, and web.
Proficiency in Microsoft Office and willingness to learn additional platforms.
