Marketing and Growth Assistant

San Rafael, CA

Full Time

Mutual of Omaha Mortgage Reverse

Entry Level

About the Role

Full-time 30-40 hours. Occasional Saturday planning sessions
A high producing team at Mutual of Omaha Mortgage is looking for a proactive, detail-oriented, and creative Marketing & Growth Assistant to support its growing business. This multifaceted role combines social media management, business development/client outreach, event coordination, administrative support, and creative content development. You’ll work closely with a high producing loan officer and her team to enhance brand visibility, strengthen relationships, and improve operational efficiency.

Key Responsibilities

Social Media Management

Maintain and update a comprehensive social media calendar aligned with Mutual of Omaha Mortgage’s corporate schedule.
Create/edit, and schedule engaging content across Instagram, Facebook, LinkedIn, and Google Business.
Submit requests to Mutual of Omaha Mortgage’s creative team for branded graphics, thumbnails, and captions.
Audit and repurpose existing content while generating fresh ideas to keep platforms dynamic.
Monitor engagement, respond to comments, and analyze performance metrics to optimize reach.
Establish a consistent posting cadence across all platforms.

Administrative Support, Business Development & Marketing Coordination

Support relationship-building efforts with referral partners and maintain lead tracking systems.
Assist in planning and executing partner presentations and client-facing events.
Manage event logistics, outreach, follow-up calls, and documentation.
Draft and distribute marketing emails and newsletters, including event invitations, announcements, and review requests.

CRM & Contact Management

Maintain and organize contact databases in Salesforce and BombBomb.
Update contact statuses, manage event attendance lists, and ensure data accuracy.
Add new contacts from networking events, referrals, and client interactions.

Creative & Content Development

Coordinate with Mutual of Omaha Mortgage's creative team to request and manage design projects (e.g., invitations, infographics, business cards).
Support internal branding and creative initiatives.

Support & Organization

Facilitate weekly team meetings by preparing agendas, taking notes, and tracking action items.
Work in the San Rafael office and provide general administrative support and assist with ad hoc projects including printing, copying, scanning, receiving visitors, etc.
Attend and document through note taking and RUMI, and photography, etc.:
- events, webinars, and calls as needed.
Document procedures. Help develop and refine internal procedures to improve team efficiency.
Comfortable facilitating client outreach and follow up calls, texts, and emails and setting appointments via daily phone calls.

Ideal Candidate

1-3 years office-related work experience or demonstratable skills gained from volunteering and school experiences.
Highly organized, deadline-oriented, able to multi-task along with excellent written and verbal communication skills.
Proficient in social media platforms; familiarity with email marketing and CRM tools is a plus.
Creative thinker with strong attention to detail and a collaborative mindset.
Comfortable working collaboratively and in a supportive way to keep projects focused and on track.
Flexible schedule to adjust to the Loan Officer's calendar and with the ability to be in the San Rafael office during normal business hours on most days. Occasional Saturday planning sessions when the Loan Officer is not able to attend weekday meeting due to scheduling
Enthusiastic about marketing, relationship-building, and continuous learning.
Eagerness to fine tune Ai skills and learn basic video editing for social posts and marketing

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