CRM Coordinator

CrossCountry Mortgage (CCM) is the nation’s number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America’s fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview The CRM Marketing Support Coordinator goal will be responsible for the optimization of our daily CRM interaction with sales and support staff. This is a great opportunity to grow your career in marketing from the ground up. You will have visibility to all functions of marketing content and automation deployment, lead scoring and user training/adoption. Job Responsibilities Document, triage, escape, or resolve marketing requests related to CRM platform, email/print/SMS questions and data integrity. Modify permissions, create groups, upload and tag templates and marketing assets. Analyze and recommend ways to streamline support. Oversee approval queue of marketing emails working closely with content, compliance, HTML and events teams. Monthly reporting. Trouble‑shoot missing data, permissions in all CRM tools, visibility to marketing assets. Image upload & swaps. Help educate on CRM best practices including sharing how‑to guides, videos, screen share sessions. Keep the workflow appropriate for all team members to increase team efficiency. Work with a team to solve unique system issues as needed. Qualifications and Skills Bachelor’s in Marketing, Business Administration, or Communication or related field; or equivalent work experience in related field, preferred. Previous experience interacting with a CRM is a plus. 1–2 years of customer service experience. Patience dealing with complex customer interactions and providing thoughtful solutions. Proficient in MS Office. Experience in pulling together disparate pieces of information and presenting unified cause/effect scenarios. Excellent communication skills. Organization and attention to detail. This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package. California residents: Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self‑expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit #J-18808-Ljbffr CrossCountry Mortgage