Who we are
- Shape a brighter financial future with us.
- Together with our members, we’re changing the way people think about and interact with personal finance.
The role
- The Sales Enablement and Support Specialist / Program Manager provides hands-on operational and program support to the Sales Enablement function within Home Loans. This role exists to execute and manage the day-to-day enablement activities that support Loan Officers and real estate partners, ensuring consistent access to compliant marketing resources, effective onboarding support, and seamless coordination of sales programs and events.
- This position plays a critical role in maintaining execution quality, platform accuracy, and field readiness across a distributed sales organization.
What you’ll do:
- Execute and manage the creation, distribution, and ongoing maintenance of sales and marketing collateral, including flyers, social media assets, and automated email templates.
- Maintain and curate the sales content library, ensuring all materials are current, brand-aligned, and compliant with mortgage and financial services regulations.
- Administer sales enablement platforms by managing Loan Officer rosters, user access, onboarding/offboarding workflows, and quarterly audits.
- Serve as a primary point of contact for enablement vendors, coordinating updates, troubleshooting issues, and ensuring platform accuracy.
- Support Loan Officer onboarding by partnering with training teams to ensure timely access to tools, systems, and enablement resources.
- Deliver platform training and refresher sessions to help Loan Officers effectively use enablement tools in their daily workflows.
- Build working relationships with field Loan Officers to identify market-specific needs and support the development of localized assets.
- Execute daily social selling and digital content distribution across Loan Officer channels to support consistent brand presence.
- Track and report on engagement metrics related to social and digital enablement activities.
- Monitor social media and real estate market trends to support ongoing optimization of digital engagement strategies.
- Assist with operational logistics for tradeshows and field events, including collateral preparation, giveaways, and post-event follow-up.
- Support post-event workflows such as lead list processing, internal debrief coordination, and basic financial administration tasks.
- Execute and manage the creation, distribution, and ongoing maintenance of sales and marketing collateral, including flyers, social media assets, and automated email templates.
- Maintain and curate the sales content library, ensuring all materials are current, brand-aligned, and compliant with mortgage and financial services regulations.
- Administer sales enablement platforms by managing Loan Officer rosters, user access, onboarding/offboarding workflows, and quarterly audits.
- Serve as a primary point of contact for enablement vendors, coordinating updates, troubleshooting issues, and ensuring platform accuracy.
- Support Loan Officer onboarding by partnering with training teams to ensure timely access to tools, systems, and enablement resources.
- Deliver platform training and refresher sessions to help Loan Officers effectively use enablement tools in their daily workflows.
- Build working relationships with field Loan Officers to identify market-specific needs and support the development of localized assets.
- Execute daily social selling and digital content distribution across Loan Officer channels to support consistent brand presence.
- Track and report on engagement metrics related to social and digital enablement activities.
- Monitor social media and real estate market trends to support ongoing optimization of digital engagement strategies.
- Assist with operational logistics for tradeshows and field events, including collateral preparation, giveaways, and post-event follow-up.
- Support post-event workflows such as lead list processing, internal debrief coordination, and basic financial administration tasks.
What you’ll need
- Bachelor’s degree in Marketing, Business Administration, Communications, or a related field.
- 1–3 years of experience in sales enablement, marketing operations, program coordination, or business development.
- Experience executing marketing campaigns or enablement initiatives in a distributed or field-based sales environment.
- Familiarity with social media platforms, digital marketing workflows, and social selling best practices.
- Strong written and verbal communication skills, with the ability to support and engage sales professionals.
- Demonstrated ability to manage multiple tactical projects simultaneously while meeting deadlines.
- Experience working with CRM systems and marketing or sales enablement platforms (e.g., Salesforce, Total Expert, Volly, LeadPops, ActivePipe, Bonzo or similar).
- High attention to detail and comfort working in regulated or compliance-driven environments.
- Ability to travel as needed for tradeshows or regional field activities.
- Bachelor’s degree in Marketing, Business Administration, Communications, or a related field.
- 1–3 years of experience in sales enablement, marketing operations, program coordination, or business development.
- Experience executing marketing campaigns or enablement initiatives in a distributed or field-based sales environment.
- Familiarity with social media platforms, digital marketing workflows, and social selling best practices.
- Strong written and verbal communication skills, with the ability to support and engage sales professionals.
- Demonstrated ability to manage multiple tactical projects simultaneously while meeting deadlines.
- Experience working with CRM systems and marketing or sales enablement platforms (e.g., Salesforce, Total Expert, Volly, LeadPops, ActivePipe, Bonzo or similar).
- High attention to detail and comfort working in regulated or compliance-driven environments.
- Ability to travel as needed for tradeshows or regional field activities.
Nice to have
- Knowledge of retail mortgage marketing regulations, including RESPA, Fair Lending, and Regulation Z.
- Experience supporting real estate agents, Loan Officers, or mortgage sales teams.
- Exposure to real estate or mortgage-specific sales enablement tools and workflows.
- Familiarity with local real estate market dynamics or agent engagement strategies.
- Knowledge of retail mortgage marketing regulations, including RESPA, Fair Lending, and Regulation Z.
- Experience supporting real estate agents, Loan Officers, or mortgage sales teams.
- Exposure to real estate or mortgage-specific sales enablement tools and workflows.
- Familiarity with local real estate market dynamics or agent engagement strategies.
