Loan Officer Events Manager
On-siteCleveland, Ohio, United States
Job Summary
Lead and manage the Loan Officer Events Team, providing guidance, support, and oversight to ensure successful event execution. Develop and execute a comprehensive event strategy that supports loan officer business development, customer engagement, and loan origination growth. Plan, coordinate, and execute a variety of events, including networking events, open houses, educational seminars, homebuyer workshops, and community outreach programs. Identify new event opportunities that align with loan officer objectives, target markets, and company growth initiatives. Ensure all events comply with CCM policies, brand standards, and applicable mortgage industry regulations. Oversee event setup, execution, and breakdown to deliver a seamless, professional, and engaging attendee experience. Train, coach, and support loan officers and event coordinators on event planning best practices, customer engagement techniques, and lead generation strategies. Support Project Managers by identifying market leads, providing guidance, coordinating event participation, and serving as a key resource for questions leading up to each event. Collaborate closely with the Tom Ferry team to coordinate event logistics, maintain organized planning processes, and identify opportunities to improve operational efficiency. Manage CrossCountry Mortgage's participation as the official mortgage partner for all Tom Ferry events, ensuring a consistent, professional, and impactful presence across multiple markets. Continuously evaluate event performance and identify opportunities to improve processes, increase attendee engagement, strengthen partnerships, and maximize return on investment. Travel as needed to support regional and national events, including occasional evenings and weekends.
Required Qualifications
- 5+ years of experience in event planning
- Flexibility working evenings and weekends as needed for events
- Willingness to travel 30% of the year as needed
Desired Qualifications
- Bachelor's degree in marketing, communications, event management, or related field, preferred
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