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Processes and reviews sales commission statements, calculates draw balances, enters and updates compensation plans, and responds to sales compensation inquiries. Collaborates with Finance, Payroll, and HR on reporting, supports audits, and contributes to process improvements, data analysis, presentations, and other payroll and finance activities. The role requires strong quantitative, analytical, communication, organizational, and customer service skills in a fast-paced on-site environment.

Administer and optimize the Total Expert CRM, including user permissions, configurations, integrations, data quality, asset libraries, and compliance. Build segmented multichannel marketing journeys across email, SMS, print, and video. Track campaign KPIs, analyze ROI, improve conversion performance, and coach Loan Officers on CRM adoption and effective use.

Manages and grows mortgage affiliate and lead-generation partnerships, recruiting and onboarding publishers, aggregators, referral partners, and comparison sites. Optimizes lead quality, conversion, budgets, payouts, and campaign performance using data, A/B testing, and geographic targeting. Ensures partner marketing complies with RESPA, TILA, Fair Lending laws, and company standards. Provides reporting, audits creative and landing pages, identifies account growth opportunities, researches competitors, and collaborates with Marketing on compliant borrower-focused campaigns.

Own paid media strategy and campaign performance across multiple accounts. Manage budgets, bidding, pacing, optimization, testing, funnel analysis, and lead-generation targets across Google Ads, Microsoft Ads, Meta, and other platforms. Ensure regulated-product advertising compliance, monitor industry changes, collaborate with Creative and Analytics, and present performance recommendations to senior leadership.

Manage and grow mortgage affiliate and lead-generation partnerships. Recruit and onboard partners, optimize lead quality and conversion performance, monitor compliance with RESPA, TILA, and Fair Lending requirements, audit creative and landing pages, manage budgets and payouts, analyze campaign metrics, provide reporting, and collaborate with Marketing on compliant borrower-focused campaigns.

Develop and maintain Power BI reports and dashboards, migrate reporting to a centralized semantic model, monitor data quality using SQL and Power BI, implement minor semantic model changes, document reporting processes and lineage, and support business partners across sales, HR, and finance.

Design, build, and maintain Power BI reports and semantic models; migrate and validate reporting inventory using Valtrune; perform SQL-based data transformations; implement advanced DAX, Power Query, RLS, and calculation groups; optimize report performance; analyze KPIs and document data lineage, report purpose, and change logs to deliver actionable insights.

Lead, coach, and develop mortgage consultants while overseeing pipelines, loan production, call coaching, file accuracy, regulatory compliance, and borrower documentation. Support team performance across residential, refinancing, and specialty mortgage lending, using knowledge of FHA, VA, FNMA, and FHLMC programs and mortgage software systems.

Supports mortgage division accounting by preparing journal entries, financial reports, branch-level P&L components, loan sale and revenue entries, and general ledger reconciliations. Organizes supporting documentation, maintains ledger structure and data integrity, assists with accounting projects, responds to ad hoc requests, and identifies process improvements. The role reports to a Senior Accountant and is performed onsite in Lombard, Illinois.

Supports mortgage loan origination by responding to inbound leads, communicating with customers by phone and email, answering basic loan-process questions, gathering information, maintaining customer relationships, and assisting with social media marketing. The role includes extensive training and coaching, with opportunities to advance into Mortgage Analyst positions.