📌 Core Information
🔹 Job Title: Content Strategist (Mortgage Servicing)
🔹 Company: CMG Financial
🔹 Location: San Ramon, CA (On-site)
🔹 Job Type: Full-Time
🔹 Category: Financial Services
🔹 Date Posted: May 15, 2025
🔹 Experience Level: 5-10 years
🔹 Remote Status: On-site
🚀 Job Overview
Key aspects of this role include:
- Developing and managing consumer-facing content for CMG’s Mortgage Servicing Division
- Ensuring content compliance with regulations and maintaining a consistent brand voice
- Collaborating with various departments to enhance the consumer journey
- Analyzing consumer and internal feedback to improve the experience
ASSUMPTION: This role requires a strong understanding of mortgage servicing and consumer behavior, as well as excellent writing and communication skills.
📋 Key Responsibilities
✅ Create and edit user-friendly mortgage servicing content across multiple platforms on deadline
✅ Maintain CMG’s tone of voice for servicing in all content across the operation
✅ Work with partners to ensure content is compliant with regulations, guidelines, and state and federal law
✅ Move and track content through review, approval, and production processes
✅ Stay up to date on content trends, consumer behavior, and industry news
✅ Use data, research, and industry best practices to optimize and enhance the consumer journey
✅ Analyze consumer and internal feedback and help create solutions to improve the experience
✅ Complete other projects and assignments as needed
ASSUMPTION: This role requires strong organizational skills, attention to detail, and the ability to work well under deadlines.
🎯 Required Qualifications
Education: Bachelor’s degree in communications or equivalent work experience
Experience: 3-5 years of experience in a consumer-facing mortgage servicing role or 5+ years in a consumer content role in another industry
Required Skills:
- Excellent writing, copyediting, and communication skills
- Dedication to quality content
- Ability to understand the needs of consumers and internal partners
- Understanding of UI/UX design principles
- Detail-oriented work style with solid time management and organizational skills
- Ability to think strategically and cross-functionally, prioritize, and work in a fast-paced, fluid environment
- Advanced PC system skills including proficiency with the Microsoft product suite
Preferred Skills:
- Experience with mortgage servicing regulations and guidelines
- Familiarity with mortgage servicing industry trends and best practices
ASSUMPTION: Candidates with a background in mortgage servicing or a related field will have an advantage in this role.
💰 Compensation & Benefits
Salary Range: $84,240 - $87,048 per year (based on experience and knowledge)
Benefits:
- Competitive salary
- 401(k) plan with company match
- Health, dental, and vision insurance
- Paid time off and holidays
- Employee assistance program
Working Hours: Full-time (40 hours per week)
ASSUMPTION: Benefits information is based on industry standards for similar roles and companies of this size.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services (Mortgage Lending)
Company Size: 1,001-5,000 employees (Mid-size)
Founded: 1993
Company Description:
- CMG Financial is a nationwide mortgage lender with Correspondent, Wholesale, and Retail origination channels
- Known for innovation in mortgage products and continued investment in technology
- Offers a range of mortgage solutions, including All In One Loan and HomeFundIt (down payment gifting platform)
Company Specialties:
- All In One Loan
- HomeFundIt
- Conventional, FHA, VA, Jumbo, and other loan types
- Residential lending and real estate investor services
Company Website: http://www.cmgfi.com
ASSUMPTION: CMG Financial is a well-established mortgage lender with a strong focus on innovation and customer service.
📊 Role Analysis
Career Level: Mid-level (5-10 years of experience)
Reporting Structure: This role does not have direct reports
Work Arrangement: On-site (San Ramon, CA office)
Growth Opportunities:
- Potential to take on more responsibilities as the Mortgage Servicing Division grows
- Opportunities to collaborate with various departments and learn from industry experts
- Possibility to transition into a management role with experience
ASSUMPTION: This role offers opportunities for professional growth and development within the company.
🌍 Location & Work Environment
Office Type: Corporate office environment
Office Location(s): 3160 Crow Canyon Road, Suite 400, San Ramon, CA 94583
Geographic Context:
- San Ramon is located in the San Francisco Bay Area, with easy access to major highways and public transportation
- The area offers a mix of urban and suburban living, with a variety of housing options and amenities
- CMG Financial’s headquarters is located in a modern office park with nearby restaurants, shops, and outdoor spaces
Work Schedule: Monday-Friday, 8:30 AM - 5:00 PM (with flexibility to work overtime as needed)
ASSUMPTION: The work environment is professional and collaborative, with a focus on teamwork and open communication.
💼 Interview & Application Insights
Typical Process:
- Phone or video screening
- In-person or virtual interview with hiring manager
- Final interview with senior leadership
- Background check and reference check
Key Assessment Areas:
- Writing and editing skills
- Understanding of mortgage servicing and consumer behavior
- Ability to work well under deadlines and manage multiple projects
- Cultural fit with the company and team
Application Tips:
- Tailor your resume and cover letter to highlight relevant experience and skills for this role
- Provide examples of your writing and editing work, if available
- Prepare for behavioral and situational interview questions related to content strategy, mortgage servicing, and consumer behavior
- Research CMG Financial and the mortgage servicing industry to demonstrate your knowledge and enthusiasm for the role
ATS Keywords: Content Strategy, Mortgage Servicing, Consumer Behavior, Writing, Editing, Compliance, Consumer Journey, Data Analysis, Project Management, UI/UX Design Principles
ASSUMPTION: The interview process will focus on assessing your skills and cultural fit for the role, as well as your understanding of the mortgage servicing industry.
🛠️ Tools & Technologies
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Content management systems (CMS)
- Project management tools (e.g., Asana, Trello, JIRA)
- Analytics tools (e.g., Google Analytics, Adobe Analytics)
- Industry-specific software (e.g., mortgage servicing platforms, compliance tools)
ASSUMPTION: Familiarity with relevant tools and technologies is preferred, but not required, as training will be provided.
👔 Cultural Fit Considerations
Company Values:
- Customer-centric
- Innovative
- Collaborative
- Accountable
- Respectful
Work Style:
- Fast-paced and dynamic
- Team-oriented and collaborative
- Focused on continuous improvement
- Adaptable and flexible
- Results-driven and detail-oriented
Self-Assessment Questions:
- Do you have a proven track record of creating and managing consumer-facing content in a fast-paced environment?
- Are you comfortable working with various departments and stakeholders to ensure content meets regulatory requirements and aligns with brand guidelines?
- Do you thrive in a dynamic, collaborative work environment where you can make a significant impact on the consumer journey?
ASSUMPTION: CMG Financial values employees who are customer-focused, innovative, and collaborative, with a strong work ethic and attention to detail.
⚠️ Potential Challenges
- Working in a fast-paced, dynamic environment with tight deadlines
- Managing multiple projects and stakeholders simultaneously
- Keeping up with industry trends and regulatory changes in mortgage servicing
- Adapting to a corporate office environment with a diverse team
ASSUMPTION: These challenges can be overcome with strong organizational skills, attention to detail, and the ability to work well under pressure.
📈 Similar Roles Comparison
- This role is unique in its focus on mortgage servicing content strategy, but similar to other content strategist roles in the financial services industry
- Unlike other content strategist roles, this position requires a strong understanding of mortgage servicing regulations and consumer behavior
- Career path for this role may include transitioning into a management or leadership position within the Mortgage Servicing Division
ASSUMPTION: This role offers a unique opportunity to specialize in mortgage servicing content strategy and grow within the company.
📝 Sample Projects
- Developing and implementing a content strategy for a new mortgage servicing product or service
- Creating and managing consumer-facing content for a mortgage servicing website or mobile app
- Collaborating with internal partners to optimize the consumer journey and improve the mortgage servicing experience
ASSUMPTION: These projects are representative of the types of initiatives the Content Strategist may work on, but the specific projects will vary based on the needs of the Mortgage Servicing Division.
❓ Key Questions to Ask During Interview
- What are the biggest challenges facing the Mortgage Servicing Division, and how can this role help address them?
- How does this role collaborate with other departments, such as Marketing, Operations, and IT?
- What opportunities are there for professional growth and development within the company?
- How does CMG Financial support work-life balance for its employees?
- What is the company’s long-term vision for the Mortgage Servicing Division, and how does this role fit into that vision?
ASSUMPTION: Asking thoughtful questions demonstrates your interest in the role and the company, and shows that you have done your research.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through CMG Financial’s careers page
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Prepare for behavioral and situational interview questions related to content strategy, mortgage servicing, and consumer behavior
- Research CMG Financial and the mortgage servicing industry to demonstrate your knowledge and enthusiasm for the role
- Follow up with the hiring manager one week after your interview to express your continued interest in the position
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
