Teams at CMG Financial

Manages in-house marketing strategy, campaigns, social media branding, CRM and SEO systems, sales support, project communications, reporting, and marketing plan execution. Coordinates with sales and marketing leadership, conducts meetings, tracks project goals, updates internal systems, and identifies process efficiencies. Requires strong organization, communication, attention to detail, and the ability to manage concurrent deadlines.

Drives revenue growth by developing broker relationships, recruiting and onboarding new partners, managing a territory and account portfolio, and providing consultative mortgage guidance. Oversees pipelines from application through closing, delivers product and systems training, communicates pricing updates, analyzes account performance, resolves issues with internal teams, and meets production goals. Travel within the assigned territory supports relationship development.

Leads IT governance, risk, and compliance activities, including SOC 2 readiness, audit planning and execution, policy development, control assessments, evidence gathering, remediation tracking, and regulatory research. Partners with auditors, control owners, IT leadership, and GRC team members to maintain compliance with NIST CSF and financial services regulations. Provides guidance on audit and policy matters while improving GRC processes and tooling.