USA  Mortgage

Affiliate Manager

• Assist the MLO with all originations and loan processing functions, providing administrative and operational support to both the MLO and borrowers.
• Conduct preliminary research to support mortgage eligibility determinations.
• Assist with pre-qualification and pre-approval activities as directed by the MLO.
• Coordinate and schedule signing appointments.
• Provide timely and professional customer service by communicating with borrowers.
• Prepare loan files for submission to loan processing.
• Perform data entry functions, including setting up new customer files and inputting application data.
• Update and maintain the marketing and loan database for new loans.
• Support the MLO’s marketing efforts by updating records.
• Perform miscellaneous clerical and ad hoc duties as required to support the team.

Loan Partner

Digital Marketing

• Serve as the primary administrator and system owner for Total Expert.
• Configure and maintain journeys, workflows, templates, permissions, licensing, and user access.
• Manage user onboarding, role changes, offboarding, and ongoing system hygiene.
• Ensure CRM messaging, automation, and campaigns align with USA Mortgage branding, compliance, and communication standards.
• Monitor platform updates and enhancements, coordinate testing, rollout, and internal communication.
• Establish governance and change-management practices to maintain system integrity and consistency.
• Identify and implement CRM-driven improvements that increase efficiency, adoption, and marketing effectiveness.
• Support loan officer digital enablement through CRM-connected initiatives, including Google Business Profile management, reputation management, and review support, and digital advertising campaign execution and tracking.
• Serve as an escalation resource for loan officers and internal teams.
• Track and report on CRM usage, adoption, and digital marketing performance metrics.
• Coordinate with internal teams and vendors to support integrated marketing and CRM initiatives.

Loan Partner

Digital Marketing Specialist