Homeowners Financial Group
Technology Engagement Specialist - Corporate - Scottsdale, AZ
Homeowners Financial Group, Scottsdale, Arizona, us, 85261
Description
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!
Essential Duties
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
Qualifications
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
Prior experience in mortgage, real estate, or financial services industries strongly preferred
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
Experience working with CRMs, LOS/POS systems, digital marketing tools, or sales enablement platforms is a plus
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
Working Conditions The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. This job may require handling objects up to 10 pounds frequently and 20 pounds occasionally. While performing the duties described herein, the employee is regularly required to sit; use hands and fingers to handle or feel in addition to talking and hearing. The employee is frequently required to stand and walk. The noise level in the work environment is usually moderate. Office environment is normally climate-controlled.
Homeowners Financial Group is an Equal Opportunity Employer. All employment is decided on the basis of qualifications, merit and business need.
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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!
Essential Duties
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
Qualifications
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
Prior experience in mortgage, real estate, or financial services industries strongly preferred
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
Experience working with CRMs, LOS/POS systems, digital marketing tools, or sales enablement platforms is a plus
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
Working Conditions The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. This job may require handling objects up to 10 pounds frequently and 20 pounds occasionally. While performing the duties described herein, the employee is regularly required to sit; use hands and fingers to handle or feel in addition to talking and hearing. The employee is frequently required to stand and walk. The noise level in the work environment is usually moderate. Office environment is normally climate-controlled.
Homeowners Financial Group is an Equal Opportunity Employer. All employment is decided on the basis of qualifications, merit and business need.
#J-18808-Ljbffr