Ann Marie Wallace
Mortgage Marketing Program Manager @Fifth Third Bank
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WORK HISTORY
Mortgage Marketing Program Manager @Fifth Third Bank
Led marketing and CRM strategy for the retail mortgage division, driving customer engagement and measurable increases in loan production. • Designed and executed sales enablement strategies within Total Expert, equipping loan officers with customer intelligence and targeted outreach to drive conversion • Developed and scaled multi-channel lifecycle marketing programs aligned to purchase and refinance journeys, improving engagement and pipeline performance • Translated marketing strategy into field-level execution, increasing adoption and driving consistent, revenue-generating behaviors across the sales organization • Delivered measurable growth in mortgage production through data-driven campaigns and optimized customer engagement strategies
EDUCATION
Ashford University
Bachelor of Arts (B.A.), Double major: psychology and social science with an education concentration
ABOUT ANN MARIE WALLACE
I specialize in helping mortgage organizations turn CRM investments into measurable loan production. At the intersection of mortgage, marketing, and technology, I’ve built my career around one core idea: CRM should drive conversations that turn into loans, not just store data.Over the past several years, I’ve led the transformation of how retail mortgage teams use CRM and customer intelligence to move from reactive outreach to intent-driven engagement.That means: • Turning scattered data into actionable opportunities • Helping loan officers move beyond spreadsheets and sticky notes • Aligning marketing technology to real revenue goals, not theoretical strategiesI’ve worked extensively within the Total Expert ecosystem, leading initiatives that: • Increase adoption across loan officers • Translate customer intelligence into timely, relevant outreach • Build scalable journey strategies focused on purchase and refinance conversionWhat sets me apart is my ability to bridge the gap between: • Strategy and execution • Technology and human behavior • Data and actual loan productionI don’t just implement systems. I turn them into revenue-producing engines. Currently focused on: • Mortgage CRM strategy and optimization • Customer intelligence and lifecycle marketing • Driving measurable impact on pipeline and funded loansI thrive in environments where CRM, marketing, and sales are aligned to drive meaningful business outcomes.
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