CRM Marketing Specialist (Total Expert)
Department: Marketing
Reports To: CRM Manager
Employment Type: Full-Time
Job Summary:
The CRM Marketing Specialist is responsible for the day-to-day administration, optimization, and strategic execution of our enterprise Customer Relationship Management (CRM) platform, Total Expert. This role focuses on driving Loan Officer (LO) adoption, building multi-channel lead conversion journeys, ensuring data integrity across system integrations, and tracking marketing ROI.
The ideal candidate bridges the gap between marketing technology (MarTech) strategy and hands-on execution, helping our sales team maximize customer retention and local market growth.
Core Responsibilities
- Platform Administration & Maintenance: Serve as the primary, hands-on administrator for Total Expert. Manage user permissions, system configurations, and routine platform maintenance.
- Campaign & Journey Development: Design, build, and deploy automated, multi-channel marketing journeys (email, SMS, print, and video via integrations like BombBomb). Create segmented drip campaigns tailored to database milestones, birthdays, loan anniversaries, and lead status.
- Data Integration & Quality: Monitor and maintain integration health between Total Expert and core data sources including our Loan Origination System (LOS) and third-party tools. Perform regular data auditing and cleansing.
- Content Management: Audit, update, and organize the corporate marketing asset library within Total Expert. Ensure all co-branded and individual marketing collateral complies with regulatory guidelines (RESPA/FINRA).
- Reporting & ROI Optimization: Track, analyze, and report on key performance indicators (KPIs) such as email open rates, journey conversion metrics, and LO usage. Use data insights to continuously optimize campaign performance.
Qualifications & Skills
- Experience: 2–4 years of experience in CRM administration, marketing automation, or digital marketing. Direct experience within the mortgage, banking, or real estate industries is highly preferred.
- Technical Expertise: Strong proficiency with Total Expert is required. Familiarity with Encompass and nCino along with complementary mortgage tech tools (e.g., Homebot, ListReports, BombBomb).
- Data Skills: Experience managing data mapping, field configurations, and automated triggers. Strong analytical skills with the ability to translate reporting dashboards into actionable marketing strategies.
- Communication: Excellent written communication and instructional skills, with a proven ability to coach and support sales professionals of varying technical abilities.
- Project Management: Detail-oriented and organized, with the capacity to manage compliance standards, content asset updates, and system updates simultaneously.
The salary range for this position is $70,000-$82,000 annually.
Mutual of Omaha is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.
Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs, please review and apply for our opening below!
Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include:
- Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.
- Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
- 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
- Multiple PPO Medical Plans, as well as HDHP eligible plan.
- Dental Coverage
- Vision Coverage
- Company Paid Life Insurance
- 401K with a generous employer match
- Additional Benefits including – Optional Life, FSA, Pet Insurance etc.
- Free Legal Services
- Employee Loan Program
Skills Required
- 2-4 years of experience in CRM administration, marketing automation, or digital marketing
- Strong proficiency with Total Expert
- Experience managing data mapping, field configurations, and automated triggers
- Strong analytical skills and ability to translate reporting dashboards into marketing strategies
- Excellent written communication and instructional skills
- Ability to coach and support sales professionals with varying technical abilities
- Detail-oriented and organized with the ability to manage compliance standards, content updates, and system updates simultaneously
- Familiarity with Encompass and nCino
- Familiarity with mortgage technology tools such as Homebot, ListReports, and BombBomb
- Direct experience in mortgage, banking, or real estate industries
Mutual of Omaha Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mutual of Omaha and has not been reviewed or approved by Mutual of Omaha.
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Retirement Support — Retirement support is positioned as a standout, with a dollar-for-dollar 401(k) match up to 6% plus an additional employer retirement contribution. Immediate vesting on the match strengthens the perceived reliability of this component of total rewards.
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Flexible Benefits — Flexible work arrangements are framed as a meaningful part of the total rewards proposition, with work-from-home flexibility and company-provided equipment commonly highlighted. This flexibility can increase the perceived value of compensation even when base pay is not described as top-of-market.
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Fair & Transparent Compensation — Compensation is characterized as generally competitive rather than exceptional, with stronger alignment in certain corporate tracks such as engineering, data, and actuarial roles. Role-by-role benchmarking is repeatedly emphasized, indicating pay outcomes are viewed as dependent on job family, level, and location.
Mutual of Omaha Insights
What We Do
Founded in 1909, Mutual of Omaha is a highly-rated, Fortune 300 organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com. Mission: Our mission we help our customers protect what they care about and achieve their financial goals. Vision: For every customer a financial future imagined, planned, and secured. Values: 1. We exist for our customers 2. We act with integrity 3. We are innovative 4. We are accountable for results 5. Together we achieve greatness. Registered Representatives offer securities through Mutual of Omaha Investor Services, Inc., FINRA (www.finra.org)/ SIPC (www.sipc.org). Investment Advisor Representatives offer advisory services through Mutual of Omaha Investor Services, Inc. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Home Office Address: 3300 Mutual of Omaha Plaza, Omaha, NE 68175. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. Any links to third-party websites and resources are provided solely as a convenience to you and not as an endorsement of the content. We make no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party. Insurance products and services are offered by Mutual of Omaha Insurance Company or one of its affiliates. Mutual of Omaha Insurance Company is licensed nationwide. Each underwriting company is responsible for its own contractual and financial obligations.
