Overview

Are you looking to take your career from good to great? As an employee of PenFed, every day is an opportunity to thrive, and be part of a team working to ensure our organization is providing world class service to our members, employees, and our communities. We exist to help our members realize their full potential, educate and encourage their dreams, and make every effort to follow our mission and help our members "do better." Joining PenFed is more than being an employee; it's about being a part of the PenFed family.

PenFed is hiring a (Hybrid) Sr Mortgage HELOC/Refi Marketing Manager at our San Antonio, Texas or Tysons, Virginia location. The Senior Manager, Mortgage HELOC/Refinance Marketing will lead the development and execution of the marketing strategy for specific segments of home buyers seeking to leverage their home's equity with a HELOC product and those seeking to refinance an existing mortgage. The mortgage business originates these segments year-around but is highly susceptible to rate drop conditions and must be prepared to re-capture those members, as well as attract new financers to PenFed.

This role will be responsible for developing the strategy and go-to-market plan, as well as launching and operationalizing full-funnel marketing support for specific HELOC and Refinance marketing opportunities with a focus on driving mortgage lead volume. As the architect of this strategy, you will own the always-on marketing, as well as tasked with developing rate drop campaigns requiring quick-turns and speed-to-market. This role will collaborate with a cross-functional team, including PenFed Loan Product, Secondary Marketing, Sales, Loan Originations teams, Corporate (non-Mortgage) Marketing, IT, Legal, Compliance, Change Management, Enterprise Marketing, and internal or external marketing agencies.

The ideal candidate is a strategic builder and a cross-functional leader who thrives in environments where innovation, collaboration, and execution intersect.

Responsibilities

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties, and the position will perform other duties as assigned.

Leads the overall product marketing strategy for Mortgage HELOC and Refinance, including B2C go-to-market strategies and communication touchpoints for any new product offerings or promotions.
Incorporates consumer, member, and sales insights, as well as competitive research and campaign results to support proposed strategies.
Drives ongoing marketing support and optimization across channels including digital media (paid search, organic search, penfed.org, social media, email, digital out of home) and traditional direct mail, partnerships, sponsorships, events/experiences, and promotions to deliver on business goals.
Collaborates with cross functional teams, including creative teams (internal and external agencies), digital experience, PenFed.org, paid digital, procurement, operations, product, business controls, compliance and legal to ensure consistency, accuracy and alignment on all efforts.
Conduct meetings, presentations, webinars, taskforces, and marketing communications for product marketing initiatives and assigned projects.
Contributes to the annual campaign calendar for PenFed Mortgage, including deployment dates, messaging, and testing to align with business KPIs and allocated budget.
Manages the marketing budget related to HELOC and Refinance Mortgage marketing activities; requests additional funding as needed to support initiatives.
Overseas, manages and directs the associated budget and ensures alignment with PenFed branding, as well as full reporting on campaign effectiveness; works with a roster of agencies, including our agency, WHITE64, on creative featuring PenFed.
Continuously assesses campaign results to drive decision-making and marketing recommendations.
Intakes data and insights from multiple groups and sources to distill into actionable offers and plans that meet members and market needs.
Ensures pricing, promotional, and compliance/legal changes are reflected in marketing materials across channels.
Work with the marketing, business analytics and campaign analytics teams to craft criteria for campaigns as well as compare results to projected key performance metrics (KPIs)
Presents marketing plans to various internal stakeholders, including the marketing, product, analytics and management teams.
Monitors the market for current product and regional marketing creative as well as promotional offers.
Helps the Marketing team to develop and optimize offers and fulfillment processes to ensure a positive membership and prevent regulatory concerns.
Demonstrates ability to make data-driven decisions while considering the member needs and mindset.
Take feedback from other teams in an objective manner and incorporate into overall strategy as necessary.
Assists with other product marketing projects as needed.
Travels/attends PenFed sponsored events which require support.

*This role is responsible for ensuring business continuity.*

Qualifications

Equivalent combination of education and experience is considered.

Bachelor's degree in business, Marketing, Communications, or related field.
Minimum of seven (7) years of experience in Marketing, Communications, or related field required.
Demonstrated experience in building integrated, go-to-market marketing campaigns that leverage digital and traditional marketing, with an emphasis on B2C channels (paid and organic search, social media, email, video, and direct mail).
Demonstrated marketing & strategic analysis skills with an ability to map an understanding of business drivers.
Expertise in product marketing strategy and project management principles and practices.
Strong writer and ability to build presentations, strong leadership skills, with ability to lead meetings and present to senior level management and ability to conduct research, report on findings.
Excellent communications, conflict management, and negotiation skills.
Must possess a strong work ethic and be an enthusiastic team player.
Self-starter with the ability to work collaboratively, prioritize, and meet deadlines.
Experience in financial services or highly regulated industry a plus.

Supervisory Responsibility

This position will not supervise employees.

Licenses and Certifications

There are no additional certifications required.

Work Environment

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

*Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*

Travel

Ability to travel to various worksites and be on-call may be required.

About Us

Established in 1935, PenFed today is one of the country's strongest and most stable financial institutions with over 2.9 million members and over $31 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam and Puerto Rico. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day.

We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more.

Equal Employment Opportunity
PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.

PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 402-639-8568.

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PenFed Credit Union

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Sr Mortgage HELOC Refi Marketing Manager