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Retail Partnership Development Specialist

2 months ago

San Ramon, California, United States CMG Mortgage, Inc. Full time

**Job Summary:**

The Retail Partnership Development Specialist is responsible for supporting the Retail Loan Officers with day-to-day marketing and operation needs and assisting with projects as required.

**Key Responsibilities:**

  • Analyze and Maintain Retail Event Management, Web Portal Marketing, Co-Marketing, Shared Office Agreements, and Accuclick.
  • Reconciliation of monthly Co-Marketing charges paid by CMG.
  • Work with Retail Loan Officers to ensure they have provided all documentation for approval.
  • Work with Retail Loan Officers to ensure their online presence is in compliance based on Accuclicks compliance review.
  • Ensure all documentation for Co-Marketing and Desk Rentals are retained and organized.
  • Stay current on RESPA violation details as it pertains to Marketing.
  • Assist in Operational and Risk projects as needed.

**Supervisory Responsibilities:**

Direct Reports: None

**Working Conditions:**

Standard office environment, equipment and tasks, including work at a computer terminal. This position requires partial sitting and walking throughout the day. Employee must be open to work overtime to complete assigned tasks.

**Required Qualifications and Experience:**

  • Associates Degree, or equivalent experience.
  • Proficient in the Microsoft suite of software: Outlook, Word, Excel, PowerPoint etc.
  • Ability to work in a fast paced fluid environment.
  • Excellent communication skills both written and verbal.
  • Excellent organizational and analytical skills.
  • Detail-oriented, flexible and the ability to multi-task.
  • High level of integrity and confidentiality required.
  • Team oriented

**Preferred Qualifications and Experience:**

  • Bachelors Degree in Business or similar field
  • 1-2 years Mortgage experience
  • Project Management experience