Marketing & Growth Assistant

San Rafael, CA | Full-Time | In-Office

Mutual of Omaha is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.

Mutual of Omaha Mortgage is a full service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs please review and apply for our opening below!

Marin Mortgage Team at Mutual of Omaha Mortgage is looking for a proactive, detail-oriented, and creative Marketing & Growth Assistant to support our growing business. This multifaceted role combines administrative support, social media management, business development/client outreach, event coordination, and creative content development. You will organize and manage day to day work flow and work independently, and with Mary Jo and the team to manage office and all marketing and events, and improve operational efficiency.

• Maintain and update a comprehensive social media calendar aligned with Mutual of Omaha’s corporate schedule, and other events.
• Create/edit, and schedule engaging content across Instagram, Facebook, Linked In, and Google Business, etc.
• Submit requests to Mutual of Omaha’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.

• Support a top-producing loan officer with relationship-building efforts with referral partners and maintain lead tracking systems.
• Assist in planning and executing partner presentations and client-facing events.
• Manage calendar, paper flow, event logistics, and outreach
• Draft and distribute marketing emails and newsletters, including event invitations, announcements, and review requests.

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

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

• 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, Ai, 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

• 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…