CMG Financial

Affiliate Manager

• Manage the lead pipeline
• Work directly with customers to manufacture complete loan files
• Review file qualifications with a strong emphasis on income calculation
• Support referral partners and qualified borrowers during the home search
• Deploy initial loan disclosures, order appraisals, and open escrow
• Submit complete loan packages to processing and support the file through closing
• Track all important milestones to ensure timely closings

Production Partner, Loan Officer Assistant

Marketing Operations

• Work a hybrid schedule from our Baltimore, MD office.
• Coordinate, implement, and provide support as needed for many pivotal Marketing projects and communications.
• Work with our Marketing Operations Team and offer on-going support towards initiatives for Marketing, Events, and Sales Channels as directed by the Marketing Manager.
• Partner with project management and ops team in the development and delivery of marketing efforts.
• Assist Marketing Manager in day-to-day marketing operations as needed for the agency and company.
• Help manage and approve marketing invoices.
• Help manage and approve company business card orders and facilitate execution and delivery of custom requests.
• Spearhead department delegation efforts by helping to manage all communication to and from the marketing-dedicated inbox and act as a liaison between creative, sales, ops, and other departments.
• Help coordinate execution of marketing plans to achieve marketing ops objectives.
• Assist with yearly publication nomination submissions.
• Assist the Project Management team with project follow-up and assistance as needed, ensuring project control and communication of developments.
• Other projects & assignments as needed.

Production Partner, Loan Officer Assistant

Marketing Operations Coordinator