Manager, Campaign Management

Summary:

The Manager, Campaign Management contributes to the business by managing the pricing structure for refinance mortgage leads in call center sales, identifying eligible customers for refinancing, providing essential insights on lead demographics to marketing and sales teams, and collaborating with finance to maintain profitably.

Essential Job Duties and Responsibilities:

• Develop a pricing policy framework to enhance profitability

• Refinance campaign management by overseeing and optimizing initiatives focused on promoting refinance services or offers.

• Manage multiple sales verticals

• Sales headcount management including sales planning based on forecast for upcoming weeks

• Provide advice and expertise on enhancing the marketability of Mortgage Servicing Rights assets.

• Offer eligibility for loan officers

• Comply with all company policies and procedures.

• Maintain regular and punctual attendance.

Other Job Duties and Responsibilities:

Performs other related duties as assigned.

Supervisory Responsibilities:

This position is an individual contributor.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Excellent Excel skills to manage and create large populations of data

• Experience using Salesforce or other similar CRMs

• Familiarity with CXOne telephony system

• Effective communication, interpersonal and presentation skills

• Demonstrated ability to work in teams and build collaborative relationships

• Experience operating in a complex and changing environment

• Analytical skills in the realm of modeling, data normalization, data mining, data manipulation and visualization

• Experience with Snowflake and associated tools preferred

• Knowledge of the mortgage/financial services industry preferred

• Strong knowledge, understanding and experience related to database modeling, design, and complex report development

• Experience in implementation of control and reconciliation reports

• Proficiency with Microsoft Office tools (Excel, PowerPoint and PowerBI)

• Ability to analyze and comprehend complex data

• Solid time management skills with the ability to organize and prioritize multiple tasks at the same time

Education and/or Experience:

• Minimum of Four (4) years of experience in Mortgage marketing or Mortgage finance

• Bachelor’s degree in computer science or related field and/or equivalent experience

Certificates, Licenses, Registrations:

None Required

Work Complexity:

Problems and issues faced are general, and may require understanding of broader set of issues but typically are not complex. May require familiarity with the financial/mortgage (or job-specific) industry. Problems require understanding of other job areas. Problems are typically solved through drawing from prior experiences, with analysis of the issue.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.

Equal Employment Opportunity:

The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws.

Americans with Disabilities Act:

Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.

Job Responsibilities:

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.