Marketing Strategist – Home Lending

Role Overview

• Develop and lead integrated, multi‑channel marketing strategies across owned, paid, direct mail, digital, and branch channels to support mortgage purchase, refinance, retention, and portfolio growth.
• Translate strategic priorities into an annual marketing plan and detailed campaign calendar aligned to business goals, product roadmaps, and seasonal demand.
• Own marketing strategy in support of community lending initiatives, partnering with business segment leaders, legal, and compliance to ensure regulatory alignment while advancing growth and CRA-related objectives.
• Author clear, insight‑driven creative briefs that articulate strategy, audience, messaging, value proposition, success metrics, and execution requirements for cross‑functional partners and agencies.
• Define and lead a test‑and‑learn roadmap to evaluate new audiences, offers, channels, messaging, and journeys, with a focus on improving engagement, conversion, and funded loan outcomes.
• Partner with analytics to establish KPIs, measure campaign effectiveness, interpret performance insights, and develop data‑backed optimization recommendations.
• Monitor industry, consumer, and competitive trends within home lending to proactively identify risks, opportunities, and implications for marketing strategy.
• Ensure flawless execution of marketing campaigns from strategy through launch, optimization, and post‑campaign assessment, including adherence to brand, regulatory, and operational standards.
• Manage the home lending marketing budget, including allocation, pacing, and monthly forecasting; ensure spend efficiency and ROI discipline.
• Communicate strategy, performance, and insights to senior stakeholders, providing clear recommendations and influencing decisions.
• Perform other duties as assigned.

Requirements

• Bachelor's Degree
• A minimum of 7 years of marketing strategy experience with home lending products and services

Benefits

• Flexible work arrangements