RISE to Success with Resource Financial Services

Resource Financial Services was founded on the belief that buying a home should be a happy, hassle-free experience. We insist on putting people first and empower every employee to do what is right for our customers.

Working here is like being part of a large, caring family. We combine hard work with fun in an atmosphere of respect and support that leads to opportunity and growth. Our compensation and benefits program will exceed your expectations. We offer highly competitive salaries and a strong support team to help you achieve your goals.

Why Work With Resource?

  • Competitive pay
  • Medical, dental, vision and life insurance
  • Excellent career growth opportunity
  • Supportive, team-focused working environment
  • Locally owned, in-house decision making, small business values

Be part of a vibrant and growing team. To apply: download, print and complete the job application below and mail it to Melissa Mallory, Resource Financial Services, 708 Lady Street Columbia, SC 29201. Or complete the downloaded pdf on your computer, save it to your desktop and email it to mmallory@rfsmortgage.com.

Available Positions

Position Overview:
We are seeking a proactive and creative Marketing Manager to oversee all aspects of marketing initiatives for our regional mortgage services. This role will be pivotal in driving brand awareness, customer acquisition, and loyalty through strategic marketing campaigns and initiatives.

Responsibilities:

  • Develop and execute comprehensive marketing strategies to promote mortgage products and services.
  • Manage digital marketing campaigns across various platforms including SEO, SEM, social media, email marketing, and content marketing.
  • Collaborate with internal stakeholders to create compelling marketing collateral, advertising materials, and sales support tools.
  • Conduct market research and analysis to identify trends and opportunities for growth.
  • Monitor and analyze campaign performance, ROI, and KPIs to optimize marketing efforts.
  • Stay updated on industry trends and best practices to ensure competitive positioning.

Requirements:

  • Bachelor’s degree in Marketing, Communications, Business Administration, or related field.
  • 3-5 years of proven experience in marketing roles within the mortgage industry or financial services sector.
  • Strong understanding of digital marketing strategies and tools, including SEO, SEM, social media, and email marketing platforms.
  • Excellent analytical skills with the ability to interpret data and trends.
  • Creative thinker with strong problem-solving abilities and attention to detail.
  • Effective communication and interpersonal skills to collaborate across departments and with external stakeholders.

 

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Position Overview:
The Total Expert CRM Admin will serve as the in-house expert responsible for managing, maintaining, and optimizing our Total Expert platform. This individual will collaborate with marketing, sales, compliance, and IT teams to ensure the system supports strategic business goals while remaining user-friendly and compliant.

Key Responsibilities:

  • Serve as the primary administrator for Total Expert, handling setup, configuration, and maintenance.
  • Manage user roles, permissions, onboarding, and training to drive adoption across departments.
  • Create and maintain customer journeys, campaigns, custom audiences, templates, and contact segmentation.
  • Troubleshoot issues and provide timely support to users across the company.
  • Work closely with Marketing to implement campaigns and reporting aligned with company goals.
  • Ensure CRM usage complies with industry regulations and company compliance standards.
  • Analyze platform data to generate insights and recommend optimizations.
  • Act as liaison with Total Expert support to resolve issues and stay current on new features and best practices.

 

Qualifications:

  • 2–4 years of experience as a CRM Administrator or related role (mortgage or financial services industry preferred).
  • Proficiency with Total Expert or a similar mortgage-focused CRM platform is required.
  • Strong understanding of CRM marketing automation and customer lifecycle journeys.
  • Excellent organizational and communication skills with the ability to train and support users at all levels.
  • Analytical mindset with a detail-oriented approach to troubleshooting and data management.
  • Ability to work independently and collaborate across cross-functional teams.

Preferred Skills:

  • Familiarity with mortgage marketing practices and compliance requirements.
  • Experience with email marketing platforms and digital campaign management.
  • Basic HTML or design experience a plus (for email templates and landing pages).
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Position summary:

  • Full-time
  • Experience: Banking, Financial Services, Sales, Finance
  • Bachelor’s degree in Finance, Business, Economics or related field preferred
  • Resource Mortgage Bankers are motivated individuals who understand the mortgage industry, underwriting and credit analysis. They establish relationships with local real estate agents, builders and residential customers and meet established loan quality and production goals.
  • Process: Our in-house underwriting and 5 day processing get customers to closing day quicker – within 18 days from start to finish.
  • Marketing: Mortgage bankers benefit from a strong brand that includes personal web pages, print and social media marketing and blogging.
  • Job Requirements: Bankers must close a minimum of four loans each month. MLO license is required.
Apply Now