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We are seeking a highly capable and results-driven Marketing Coordinator with a strong background in email/SMS marketing, campaign execution, data management, and real estate/mortgage industry experience. This role is not about content creation or creative design but about precision, execution, compliance, and leveraging existing tools to optimize performance.
The ideal candidate is a tech-savvy marketing operator who understands the power of automation, data-driven campaigns, and can maintain data integrity across systems while supporting a fast-paced mortgage-focused organization.
Key Responsibilities
Marketing Operations
Leverage and manage existing marketing systems and tools— “plug and play” without needing to build from scratch.
Customize marketing templates (flyers, photo and video materials, emails, SMS) by updating market-specific stats and messaging to match targeted audiences.
Execute SMS and email marketing campaigns, including drip sequences, on schedule and within compliance standards.
Monitor and adjust campaign performance using KPIs, open rates, CTRs, and conversion metrics.
Data & Compliance
Conduct data clean-up, maintenance, and segmentation to ensure accuracy and consistency across CRM systems.
Maintain data integrity in all marketing efforts, adhering to company policies and industry regulations
Ensure all marketing materials and strategies are compliant with mortgage industry standards and guidelines.
Technical/Automation
Implement and optimize workflows using marketing automation platforms and CRM integrations.
Work with APIs to connect marketing platforms and ensure seamless communication between systems.
Troubleshoot system errors or marketing logic issues across tools and campaigns.
Strategic Support
Provide tactical input into the planning and execution of marketing strategies tailored to real estate and mortgage audiences.
Identify optimization opportunities across the customer lifecycle—from lead capture to nurture and close.
Collaborate with loan officers, agents, and operations teams to align marketing efforts with business objectives.
Skills, Knowledge and Expertise
Experience: 3–5 years in marketing operations or coordination, ideally within the real estate or mortgage industry.
Tools:
Familiar with Insellerate, Hubspot, Go High Level, Salesforce, Big Purple Dot or similar CRMs.
Skills:
Photo and Video Editing
Strong understanding of email and SMS marketing, segmentation, and A/B testing.
Excellent data hygiene and management skills.
Knowledge of API integrations and automation logic
Proficiency with compliance-related marketing practices in mortgage/real estate.
Clear communicator and organized multitasker who thrives in a system-driven environment.
Proficiency with Excel
Preferred:
Ideal candidate would have experience the following (or similar) tools: Mailchimp, ActiveCampaign, Constant Contact, SlickText, Eventbrite, Canva, Capcut, Typeform, ChatGPT Ideal candidate would also have some web design and/or social media management experience
