We are seeking a creative, organized, and proactive individual who thrives on learning new technology and taking initiative. The Marketing & CRM Assistant will be the driving force behind growing our online presence, managing marketing systems, and efficiently organizing incoming leads before they are handed off to our loan team. Mortgage experience is a plus, but the core of this role is expertise in social media, technology, CRM management, AI tools, and the ability to execute ideas independently.
Key Responsibilities
- **Social Media & Content Creation**:
- Develop, schedule, and post engaging content on TikTok, Instagram, Facebook, and other platforms 4-5 times per week.
- Craft copy, graphics, and short‑form video that aligns with our brand voice and mortgage offerings.
- **Marketing Ideas & Execution**:
- Generate fresh marketing concepts and see them through from ideation to launch without needing step‑by‑step supervision.
- Collaborate with the loan team to align campaigns with current loan programs.
- **Website Management**:
- Update loan program details, blog posts, links, and other site content.
- Suggest and implement improvements to enhance the client experience and SEO performance.
- **Bonzo CRM & Campaigns**:
- Learn and administer the Bonzo CRM system, creating and maintaining marketing campaigns.
- Organize leads, keep the database clean, and ensure all marketing automation is functioning correctly.
- **Google Reviews & Online Reputation**:
- Manage the review solicitation process: track closed clients, request reviews, follow up, and monitor overall rating trends.
- **Lead Management & Transition**:
- Monitor leads from social media, website, campaigns, and other sources.
- Filter leads based on interest level, categorize them in Bonzo,



and pass qualified leads to the LOA (Loan Officer Assistant) for follow‑up.
- **AI Training & Automation**:
- Teach and refine AI tools so they understand loan programs, FAQs, and our communication style.
- Leverage AI and automation to streamline lead‑filtering, content creation, and other repetitive tasks.
- **Technology & Initiative**:
- Quickly learn new platforms, tools, and processes, solving problems independently.
- Identify gaps or opportunities in our marketing workflow and take ownership of improvements.
Essential Qualifications
- Bachelor’s degree in Marketing, Communications, Business, or a related field (or equivalent experience).
- Strong creative instincts with the ability to generate original content ideas.
- Exceptional organization and time‑management skills; able to handle multiple projects simultaneously.
- Proactive mindset - sees opportunities, takes initiative, and works with mínimal supervision.
- Tech‑savvy: comfortable learning and mastering new software, CRM systems, AI tools, and analytics platforms.
- Excellent written and verbal communication; detail‑oriented copywriting and editing abilities.
- Basic understanding of mortgage terminology is helpful but not required; training will be provided.
Desired Experience
- 1-3 years managing social media accounts (TikTok, Instagram, Facebook) for a brand or business.
- Experience with content creation tools (Canva, Adobe Creative Suite, video editing apps).
- Familiarity with website content management systems (WordPress, Wix, Squarespace, etc.).
- Previous work with Google Business Profile and reputation management.
- Exposure to AI chatbots, automation tools (Zapier, Integromat, etc.) is a plus.
**Job Type**: Contract
Pay: $9,000.00 - $18,000.00 per month
Work Location: Remote

📌 Marketing & CRM Assistant - Mortgage Business (León)
🏢 LoveWorks Staffing
📍 León