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Marketing Analyst

Confidential ClientFinancial Services
Entry LevelFull-timeOn-Site$39,118
Columbus, Ohio
A Day Ago

The Marketing Analyst at Confidential Client serves as a brand representative responsible for engaging with potential customers via inbound calls to understand their financial needs and guide them toward suitable loan options. This entry-level role includes a comprehensive training program, close collaboration with lending teams, and opportunities for advancement into loan advisory positions, emphasizing customer service and lead management within the mortgage industry.

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Description

About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Customer Services.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.


What You’ll Do

Confidential Client is hiring a Marketing Analyst to support inbound marketing efforts and customer engagement. This entry-level role is focused on delivering a great prospect experience, qualifying leads, and coordinating with originators and lending teams.

  • Take inbound marketing calls via the corporate phone system and respond professionally.
  • Work closely with lending teams (Columbus and Honolulu) to route and support leads.
  • Learn mortgage-industry concepts and proven conversion techniques.
  • Classify and prioritize incoming leads; transfer qualified prospects to originators.
  • Create individualized customer-service experiences for potential clients.
  • Apply training to live client interactions and continuously improve performance.
  • Manage and direct incoming marketing phone traffic to meet team goals.

Who You Are

  • Strong verbal communication and active listening skills.
  • Comfortable handling high-volume inbound calls and quickly qualifying interest.
  • Detail-oriented with the ability to classify and prioritize leads.
  • Proficient with Microsoft Outlook and Excel (basic reporting and tracking).
  • Ability to meet tight deadlines and shift priorities when needed.
  • Bachelor’s degree in business administration or related field preferred but not required.
  • Motivated to learn and advance into client-facing origination roles (pre-licensing support provided).

What We Offer

  • Structured 3-month training program to learn the industry and conversion skills.
  • Paid pre-licensing education and study materials to support advancement to Loan Advisor roles.
  • Competitive benefits package for eligible employees (medical, dental, vision, 401(k), short-term disability, employee assistance and wellness programs).
  • Clear career path and opportunities to work with senior Loan Advisors and VPs to grow professionally.
  • Estimated pay (Adzuna estimate): $39,119 per year — actual compensation offered by Confidential Client may vary.

Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.

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