Three roles, one trajectory.

UMortgage grows through its Loan Originators and the real estate agents who refer to them. Marketing’s job was to give that network a brand worth standing behind: assets and personalized support for every Loan Originator, a steady read on industry changes, and content rooted in the company’s core values.

Across three progressive roles, ending as Marketing Team Leader, I led a team of Social Media Coordinators, Copywriters, Digital Media Producers, and Graphic Designers. I built our content strategy on UMortgage’s core values, aimed at consistency, business growth, and relationship building. The bigger idea was that marketing should create moments: launches, events, and campaigns that gave Sales something to rally around.

Agent Connect was a free program giving real estate agents sales coaching, marketing materials, and a personalized portal for tracking the borrowers they referred. I partnered Marketing with Sales to build a “veil of mystery” announcement at Winners Win, followed by an unveiling session, immediate enrollment, and a Q&A panel.

Winners Win brought 500+ loan originators and real estate agents to UWM headquarters for two days of sessions on brand identity, sales strategy, and AI. Elevate to Dominate brought 300+ loan originators and referral partners to Palm Beach, FL, with industry leader Barry Habib headlining, a key moment in our recruiting strategy.

On social, I owned the concept, strategy, speaker selection, and branding for The Winner’s Circle, a monthly campaign platforming our top Loan Originators. For Keys to Joy, Loan Originators reenacted the “clear to close” voicemails they leave for borrowers.

Agent Connect onboarded nearly 1,000 real estate agents in under 6 months. Winners Win attendees rated the event 4.8 out of 5. The Winner’s Circle debut webinar reached 3,000+ accounts, 25% of them prospective Loan Originators. Keys to Joy drew 23% of its reach from non-followers, with a share rate 280% above the channel average.