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Brandywine Lending, Inc.
Kennett Square, Pennsylvania, United States
MW
Operations Manager
Preferred learners
  • Anywhere
  • Academic experience
Categories
Marketing Advertising Digital marketing Marketing strategy Social media marketing Databases
Skills
process optimization customer engagement sales prospecting marketing materials marketing loan origination innovation customer relationship management sales problem solving
Project scope
What is the main goal for this project?

 Are you a university student with a passion for data organization, problem-solving, and technology? We have an exciting internship opportunity for a CRM Revitalization Specialist where you can dive deep into the world of customer relationship management and gain valuable hands-on experience. Join us on a transformative journey to revolutionize our CRM system, while building essential skills for your future career. Read on to embark on an adventure of data-driven discovery!

We are seeking students to customize our newly purchased CRM from Surefire. We have databases from Encompass, Lending Pad, and BN Touch CRM. The CRM through Surefire will need to have categories, or folders, set up. These folders will consist of Realtor Partners, Prospects, Borrowers in Process, and Former Borrowers. After the information is sorted, students will go through folders to sort out and remove duplicates, as well as ensure the database is sorted thoroughly. The students will create specifications to the design, implement, test, and document the final product.

Following the cleanup, students will utilize their skills in writing, social media, along with our newly set up CRM through Surefire to create marketing campaigns for our loan officer team. They will launch our customized Surefire CRM's email campaigns for Realtor Partners, Prospects, Borrowers in Process, and Former Borrowers. Using the extensive library of marketing materials, the students will create social media images and content to be posted on our company's social media accounts to help drive engagement and sales. Students will create matrices to track the content produced and the engagement produced. 

What tasks will learners need to complete to achieve the project goal?

You will play a vital role in revitalizing our CRM system, unleashing its true potential, and laying the foundation for enhanced customer engagement. This internship offers a unique opportunity to collaborate with cross-functional teams, unravel complex data challenges, and implement strategic cleanup initiatives. By joining our team, you'll gain practical experience in data management, process optimization, and innovative CRM technologies, all while making a tangible impact on our organization.

If you're an ambitious university student ready to unlock the power of data, join us as a CRM Revitalization Intern and propel your career forward. Together, let's embark on a journey of discovery, innovation, and personal growth. Apply now to be part of our dynamic team!

How will you support learners in completing the project?

We commit whatever resources the student team will need for a successful project. Our team will make themselves available for meetings as needed virtually and by phone (call or text). 

We utilize:

Google Meet- https://meet.google.com/?hs=197&authuser=0

Zoom- https://zoom.us/

Microsoft Teams- https://www.microsoft.com/en-us/microsoft-teams/group-chat-software?ms.url=teamscom&rtc=1

About the company

Brandywine Lending, Inc. is a mortgage brokerage serving the states of Delaware, Florida, Maryland, New Jersey, and Pennsylvania. Formed in 2019, we assist those seeking financial options to fund their home or investment properties. With our extensive list of quality lenders, we are able to shop for the best options, catering to the borrower's capabilities and necessities. Our loan officers and in house processors give a personal touch to the home buying journey. You can find us at:
Website- https://www.brandywinelending.com/
Facebook- https://www.facebook.com/brandywinelending
Instagram- https://www.instagram.com/brandywinelending/
Linked In- https://www.linkedin.com/company/brandywine-lending-inc-nmls-1828842