Homeowners Financial Group-posted 7 days ago
Full-time • Mid Level
Hybrid • Scottsdale, AZ
251-500 employees

Work for an Award Winning Company Culture! Are you an independent, self-starting, team player with a positive attitude? Are you passionate about giving back to your community? Do you want to work for a company that we like to think as the “happiest place in mortgage” and has been voted a “Best Place to Work” for the last 17 years? Join our family at Homeowners Financial Group and you can take advantage of our great benefits. Benefits: Award-Winning Company Culture Employee volunteer opportunities 10 paid holidays Generous paid time off policy United Healthcare Benefits including medical, Delta Dental Benefits including dental and vision, life, and disability Ancillary Benefits include: Mutual of Omaha , MetLaw Legal Plan, Pet Benefit Solutions 401k with discretionary match Employee tenure program President's Club eligibility for both Sales and Operations staff Who We Are: Homeowners Financial Group has over 300 employees in 41 offices across the country and has helped tens of thousands of homeowners realize home ownership. We are not your typical mortgage company: we foster a “family” environment, we give back to the community through dozens of charities and we love what we do! Who We Want: We want a Technology Engagement Specialist that partners closely with internal teams and external vendors to deliver hands-on support, training, and analysis that help maximize the company’s return on its technology investments. This position plays a critical function in driving platform adoption, user engagement, and ongoing education around the tools and systems that power our business operations. Now accepting applications for candidates located in AZ, CA, KS, PA, OR, MN, FL, NM, TX, ME, CO, GA, SC, NY, NC, AL, AK, MO, and NV!

  • For candidates located in the Phoenix-Metro area, this will be a hybrid role with 2 required in-office workdays at our Corporate branch located in Scottsdale
  • Supports the day-to-day management of company business technology platforms across marketing, sales, operations, and client engagement
  • Tracks platform usage and compile weekly and monthly reporting to measure adoption, surface insights, and recommend areas for improvement
  • Maintains working knowledge of current and emerging features, capabilities, and industry trends to keep employees up to date
  • Conducts platform needs assessments at the regional, branch, and individual levels to tailor support and improve engagement
  • Facilitates one-on-one, small group, and large-scale training sessions in both virtual and live settings to promote confidence and efficiency in using business technology
  • Drafts and delivers proactive communications and platform updates to drive usage, highlights new features, and shares success stories
  • Assists the Director in maintaining regular cadence with external technology vendors, participating in relationship management, product roadmap updates, and performance reviews
  • Captures and communicates internal feedback to partners and help align platform improvements with business needs
  • Contributes to the ongoing evaluation of platform effectiveness using internal engagement data, employee feedback, and business outcomes
  • Supports the Director in formulating platform recommendations, adoption strategies, and implementation improvements that align with company goals
  • Participates in the planning and execution of recurring company-wide and department-specific technology training events
  • Collaborates with internal training and communications teams to deliver a consistent, coordinated employee learning experience
  • Attends occasional in-person meetings or conference attendance with partners and stakeholders
  • Travels occasionally to branch offices and for live training events
  • Participates in Homeowners internal meetings and required trainings
  • Maintains a professional image and demonstrates an understanding of and follows all Homeowners Policies and Procedures
  • Other duties as assigned
  • Bachelor’s degree in business, Communications, Education, or related field or equivalent experience required
  • High School Diploma or equivalent required
  • 3+ years in a training, L&D, business technology, or platform success role
  • Excellent written and verbal communication and presentation skills, with a proven ability to translate complex technology into everyday language for users
  • Proficient with Microsoft Office tools and quick to learn and demonstrate new platforms and systems
  • Strong customer service skills to internal and external customers
  • Ability to develop positive relationships
  • Exceptional organization and time management skills
  • Ability to manage multiple tasks and deadlines in a fast-paced environment
  • Must be able to implement written procedures
  • Independent, self-starting, team player with a positive attitude
  • Prior experience in mortgage, real estate, or financial services industries strongly preferred
  • Experience working with CRMs, LOS/POS systems, digital marketing tools, or sales enablement platforms is a plus
  • Award-Winning Company Culture
  • Employee volunteer opportunities
  • 10 paid holidays
  • Generous paid time off policy
  • United Healthcare Benefits including medical, Delta Dental Benefits including dental and vision, life, and disability
  • Ancillary Benefits include: Mutual of Omaha , MetLaw Legal Plan, Pet Benefit Solutions
  • 401k with discretionary match
  • Employee tenure program
  • President's Club eligibility for both Sales and Operations staff
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