CRM Training Specialist

Be part of a team that's committed to making a difference. We believe in our work and our customers.

Position Location

Remote Type

n/a - In Office Only

Office Location (if not fully remote):

n/a

Job Description

As our CRM Training Specialist, you will be the driving force behind our branch network’s marketing success. You won’t just be training—you’ll be empowering our teams to master Total Expert (TE), streamlining their automation strategies, and directly impacting their growth.

From designing high-energy live demos to producing sleek video content and troubleshooting system performance, you will be the go-to expert for all things CRM and marketing automation.

Training & Customer Success:

• Create, promote, and facilitate dynamic training sessions via live demonstrations, recorded videos, and written resources.

• Lead the transition for new branches, ensuring their CRM accounts are perfectly tailored to their unique business needs.

• Analyze monthly attendance and feedback data to identify trends, improve engagement, and boost knowledge retention.

• Maintain a library of accurate, relevant training content, transforming complex technical workflows into easy-to-digest video formats.

• Drive CRM adoption through creative internal campaigns, incentives, and gamification strategies.

Marketing & CRM Support:

• Act as the primary liaison between end-users and vendors to monitor system performance and resolve site issues.

• Provide exceptional assistance to branch and corporate employees via phone, email, and virtual meetings.

• Manage account setups and administrative tasks within Total Expert to ensure the platform runs at peak efficiency.

Required Qualifications:

• 4-year Bachelor’s Degree.

• 2+ years in a marketing support role, specifically within the mortgage or sales industry.

• Demonstrated expertise in Total Expert (TE) or a comparable CRM.

• Solid understanding of core marketing principles and automation workflows.

• Exceptional presentation skills and the ability to communicate technical concepts to non-technical audiences.

Fairway Home Mortgage, founded in 1996, is a nationwide leader in the mortgage industry. Customer service is at the heart of everything we do. We deliver personalized loan solutions with some of the fastest turn times in the industry. Our mission is to act as trusted advisors, guiding clients through every step of the mortgage process to exceed expectations and ensure satisfaction.

Our culture promotes innovation, growth, and collaboration, offering exciting career paths and professional development. Whether you're starting out or advancing your career, Fairway is a place where your skills and ambitions can thrive.

Current Employees: Head to the Fairway Careers Hub in Workday for internal job openings.

We post some job openings internally for our employees and others externally for the general public. If you cannot find the perfect role right now, do not hesitate to contact the Careers Team at careers@fairwaymc.com . We can answer any questions and keep you updated on future opportunities.

View our E-Verify and Right to Work notices HERE .

Important Notice to Job Seekers! We’ve been made aware of fraudulent messages falsely claiming to be from Fairway recruiters, including links to assessments. These are not legitimate and are not affiliated with Fairway Independent Mortgage Corporation. We’re working with our Information Security team to address this issue. Thank you for your vigilance and continued interest in joining Fairway! All official communication will come from verified Fairway email addresses or our official LinkedIn page. If you receive a suspicious message, please do not click any links and notify us.