Digital Marketing Specialist

Position Summary Description

The Digital Marketing Specialist is responsible for administering, optimizing, and activating USA Mortgage’s CRM platform (Total Expert) to support loan officer productivity, digital visibility, and compliant marketing execution.

Primary Objectives

• Combine hands-on CRM administration with digital marketing enablement, ensuring the CRM connects seamlessly with local online presence, reputation management, and digital advertising efforts.
• Work closely with Sales, Training, Compliance, and external partners to deliver scalable, effective marketing support to the field.

Specific Responsibilities

• Serve as the primary administrator and system owner for Total Expert.
• Configure and maintain journeys, workflows, templates, permissions, licensing, and user access.
• Manage user onboarding, role changes, offboarding, and ongoing system hygiene.
• Ensure CRM messaging, automation, and campaigns align with USA Mortgage branding, compliance, and communication standards.
• Monitor platform updates and enhancements, coordinate testing, rollout, and internal communication.
• Establish governance and change-management practices to maintain system integrity and consistency.
• Identify and implement CRM-driven improvements that increase efficiency, adoption, and marketing effectiveness.
• Serve as an escalation resource for loan officers and internal teams.
• Track and report on CRM usage, adoption, and digital marketing performance metrics.
• Cook up with internal teams and vendors to support integrated marketing and CRM initiatives.

Experience and Skills

• Experience in Total Expert is a must.
• Familiarity with Google Business Profiles, online reputation management, or digital advertising is a plus.
• Highly organized with strong attention to detail.
• Comfortable working cross-functionally with technical and non-technical teams.
• Strong understanding of mortgage sales and marketing workflows.
• Proficient in Microsoft Office tools.
• Able to learn quickly, adapt to change, and exercise sound judgment.