Note: The job is a remote job and is open to candidates in USA. CMG Financial is a mortgage company seeking a Training Coordinator to support Loan Officers with their marketing platforms and tools. The role involves developing and delivering training programs, creating training materials, and providing ongoing support to enhance the skills of the sales teams.
Responsibilities
- Train and set up new-hire Loan Officers, ensuring they are successfully onboarded onto all required marketing platforms and understand best practices
- Provide ongoing training for existing Loan Officers, offering refreshers, advanced guidance, and platform support
- Create and maintain training materials, including manuals, videos, and eLearning modules
- Conduct interactive training sessions to ensure understanding and engagement
- Provide ongoing support and guidance to sales teams on marketing platforms and best practices
- Manage and monitor the shared marketing inbox
- Monitor and evaluate training effectiveness, adjusting as needed to improve outcomes
- Host platform trainings for new and existing LOs
- Serve as a subject matter expert and resource for marketing-related inquiries and initiatives
- Assist leadership team with special projects
Skills
- Background in training, onboarding, or client service roles
- Comfortable juggling multiple priorities in a fast-paced environment
- Experience in customer service
- Microsoft Office tools (Excel, Word, Power Point, Outlook)
- Strong problem-solving, and analytical skills
- Strong initiative and ability to work on own
- Bachelor's degree in Communications, Marketing, Business, etc. or equivalent experience
- Experience using digital marketing or CRM platforms is preferred but not required
- Knowledge of mortgage marketing tools is a plus
Company Overview
CMG Financial is a well-capitalized, privately held mortgage-banking firm. It was founded in 1993, and is headquartered in San Ramon, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.cmgfi.com.
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