Responsibilities

• Develop go-to-market strategies and competitive positioning for loan products across customer and partner segments
• Create comprehensive marketing materials (product sheets, guides, flyers, emails, presentations, video scripts, social media)
• Utilize AI-powered tools to accelerate content creation and generate creative variations
• Review and approve content submitted through retail channels, ensuring accuracy, brand consistency, and compliance
• Audit and refresh existing assets based on guideline updates, leveraging AI to identify optimization opportunities
• Transform Sales team needs into compelling, conversion-focused marketing materials
• Ensure all materials comply with UDAAP regulations and fair lending principles
• Maintain RESPA Section 8 compliance in all marketing activities and partnerships
• Coordinate with Legal and Compliance team on required disclosures and regulatory updates
• Translate complex mortgage guidelines into clear, compliant marketing messages

Requirements

• Bachelor’s degree in business, marketing, or communications, or equivalent relevant experience
• 2-5 years’ B2B & B2C marketing experience in mortgage or lending industry
• Working knowledge of mortgage loan products (Conventional, Non-QM, FHA, VA, USDA, Jumbo, portfolio, brokered)
• Working knowledge of mortgage regulatory requirements: – UDAAP compliance – Fair lending laws (ECOA, Fair Housing Act) – RESPA Section 8 anti-kickback provisions – Required disclosures (Loan Estimate, Closing Disclosure)
• Ability to interpret mortgage guidelines and create compliant marketing campaigns
• Exceptional organizational, project management, communication, and interpersonal skills
• Strong attention to detail and commitment to regulatory compliance
• Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S.
• Proven ability to manage multiple projects simultaneously with strong prioritization
• Experience with cross-functional collaboration across Marketing, Sales, Operations, Product, Compliance, and Legal teams

Preferred

• Experience with InDesign, Photoshop, Illustrator, and/or Canva
• Proficiency with AI-powered marketing tools (content generation, design automation, analytics)
• Asana or similar project management platform experience
• NMLS license or loan origination experience
• Demonstrated ability to leverage technology for increased efficiency