Joni Shepard

About Joni Shepard

Experienced Field Marketing Manager specializing in the financial services industry. My expertise encompasses Surefire and Salesforce CRMs, Expericence.com, Simple Nexis, Homebot, Microsoft Word, sales and marketing strategies, event management, team building, and project management. My passion for creating impactful marketing strategies has allowed me to excel in driving business growth and fostering relationships. I hold a Bachelor of Business Administration (BBA) with a focus on Marketing/Management from Colorado Mesa University, a foundation that has empowered me to approach challenges with a comprehensive and strategic mindset. My journey has been defined by continuous learning and adapting to industry trends. I\'m excited to leverage my expertise in a collaborative environment where innovation and results-driven initiatives are valued. Guild Mortgage Company; Equal Housing Opportunity; Company NMLS ID 3274.

Experience

1. Field Marketing Manager

   Guild Mortgage

   Feb 2024 — Present · Grand Junction, CO, US

   Dedicated to enhancing growth and visibility of our Academy Mortgage Branches and Loan Offices. I provide marketing and business development support through strategic collaboration and tailored solutions. My role involves creating and implementing effective marketing strategies and optimizing client engagement initiatives- Work closely with local branches and loan officers on marketing strategies- Social media management- Surefire CRM support and training- Regional marketing campaign creation- Lead generation through social media- Event planning and execution- Create annual budgets and advertising spends for the individual branches in my regions- Create and execute system training for our Loan Officers on the Academy tools they use.Guild Mortgage Company; Equal Housing Opportunity; Company NMLS ID 3274.

Education

• Colorado Mesa University

  Bachelor of Business Administration (BBA), Marketing/Management

  1998 — 2003