Jacqueline O'Hagan Email & Phone Number

Los Angeles, Ca, Us

Minneapolis, Mn, Us

Managed retail bank brand governance initiatives, marketing projects and delivery of legacy Union Bank brand assets in accordance with bank transition guidelines and timeframes. NOTE: U.S. Bank acquired legacy Union Bank, N.A. in May, 2023

San Francisco, Ca, Us

• Co-managed Union Bank brand marketing, including wealth market division. Responsible for content creation, governance and brand approvals of high visibility/volume of marketing materials spanning multiple business lines and mediums, utilizing the APRIMO project management platform. • Collaborated with agency of record, internal division clients and strategists; stakeholders and compliance.• Streamlined brand approval procedures, increasing turnaround time by 50%.• Reported to Head of Enterprise Brand Management and Content.U.S. Bank acquired Union Bank in May, 2023. In addition to aforementioned responsibilities, ensured critical transition-related projects were delivered on time.

San Francisco, Ca, Us

• During pandemic, role evolved to manage content for The Private Bank, the wealth management arm of Union Bank. • Procured content from external providers, and collaborated with internal subject matter experts, social media/SEO specialists and analysts to measurably increase visibility for The Private Bank’s programs (B2C). • Facilitated executive stakeholder and compliance approvals for produced content.• Provided extensive brand support for The Private Bank.• Reported to Head of Wealth Management Marketing (remote).

San Francisco, Ca, Us

• Managed national advertising for PurePoint Financial (PPF), digital bank and division of Union Bank (UB). PPF offered a unique digital banking platform augmented by strategically-placed financial centers outside UB geographic footprint. • Collaborated with executive stakeholders, enterprise marketing team, agency partners and compliance to achieve business objectives in a changing interest rate environment. • Managed $4MM budget including print, out of home (OOH), online content, local sponsorships and initiatives. • Provided brand management support for the PurePoint Financial brand, including trademark oversight.• Reported to Director of Brand Management (on-site, Woodland Hills).

Clients:Pacific Residential Mortgage, Audio Rx Hearing Services, Ultimate Exposures Photography, Miziker Entertainment Group.Client services:*Assessed effectiveness of marketing strategy and/or team; identify strengths, weaknesses, and opportunities for improvement*Provided cost-effective solutions that align with key performance initiatives *Led integration of funnel marketing, account based marketing (ABM), social & SEO*Measured, analyzed, reported, refinedMortgage-specific:Loan origination systems knowledge, lead-driven marketing campaigns, maximize database potential to identify marketing opportunities and repeat/referral business (Encompass, Point, hybrid/customized LOS's, plus Optimal Blue, etc.) Familiarity with 3rd-party vendor platforms such as Mortgage Coach.

Westlake Village, California, Us

PMAC (NYSE: PFSI) Developed B2B marketing strategy and executed tactics in support of national retail lending initiatives, resulting in 100% adoption rate of online platform for Business Development Officers. Managed online lead acquisition and optimization program; digital marketing/social media efforts, and direct mail campaigns to Realtors and builders.Supported both traditional and call center hybrid business model through utilization of customized online tools. Worked across internal staff, as well as with external ad agencies and vendors to launch new Realtor, builder and consumer campaigns. Provided content and produced sales support collateral and business development officer websites. Created lead gen tools and media plans; managed trade communications, promotions and events. Streamlined on-demand promotional item and flyer portal. Facilitated compliance approvals. Trained sales staff on vendor-sponsored site use and co-branded marketing efforts (Zillow, Trulia, Google, Yelp). Developed ROI metrics and managed budget. Led weekly marketing meetings with sales management team and reported on progress of campaigns and programs.Managed RFP process for identifying prospective vendors; managed existing marketing vendors.Reported to Chief Marketing Officer.

Bellevue, Wa, Us

Contract/freelance marketing consultant. Researched, developed and wrote content for Truth-in-Lending/RESPA Integrated Disclosure (TRID) Marketing and training materials. Facilitated additional marketing and sales support requests as needed.

Los Angeles, California, Us

Managed national marketing programs for Banc Home Loans, the residential lending division for Banc of California, N.A. (NYSE: BANC) with 400+ originators. Responsible for developing strategic marketing platforms in support of retail, wholesale, correspondent, warehouse, renovation/construction, wealth and reverse mortgage business units. Led B2B digital and website marketing programs, customer satisfaction, reward and recognition, client loyalty, recruitment and overall sales support initiatives. Includes marketing for shared affiliations in conjunction with referral partners, such as real estate professionals, CPAs, attorneys, business managers and financial service(s) professionals. Wrote creative briefs and copy.Measured success of internal and vendor programs, and achieved a landmark customer satisfaction goal. Increased adoption rate by loan officers of automated marketing platform from 10 to 80 percent. Measured ROI for prospects, referral partners and repeat/referral clients for closed loan volume. Managed team of 3 FTEs, ad agency, vendors.

Calabasas, Ca, Us

Hired to rebrand and automate enterprise marketing for Skyline Financial Corp., dba Skyline Home Loans and NewLeaf Lending ($5B lender/Top 50 nationwide). Worked with executive management in support of multiple lines of business: residential retail, wholesale, correspondent, reverse, affinity and servicing. Fintech: Contributed to early development stage and branding for Cloudvirga, digital mortgage point-of-sale technology designed to streamline origination process for buyers, brokers and loan officers. Managed an in-house marketing team plus external agencies, consultants and vendors (creative and technical). Oversaw first-line marketing compliance/governance processes in an evolving and highly-regulated environment. Directed social media programs, CRM-based client retention initiatives (online/digital and direct mail). Ensured that lead generation-focused automation and execution of cohesive marketing was maintained to support sales force. Organized special promotions, seminars and annual Top Producer events. Managed public relations, media buying and direct response related efforts.Spearheaded PR, targeted email campaigns and radio promotions, increasing media coverage by 1,000 percent in 9 months, and tripling new business leads in same period.Redesigned corporate website to reflect company's capabilities/consumer benefits, value propositions, and new home valuation functionality. Redesigned three major affiliate sites (Rancho Financial/San Diego, Skyline Northwest Division/Portland), plus 30+ branch and partner sites, including wholesale, reverse mortgage, CPA and other business affiliates. Launched corporate blog and employee recognition online program.Built awareness and generated loan volume in key verticals through media exposure and low-cost marketing programs. Managed team of 3 FTEs, 2 contractors, ad agency and vendors.

Calabasas, Ca, Us

Clients:- Skyline Financial Corp (Residential Lending)- Jan '11-May '11 Resulted in full-time hire- First Rate Financial Group (Residential Lending) March '10-May'11- Urban Coyotes (Real estate tech start up) - May '09-Feb-'10 assisted in launch of Liborated.com

Charlotte, Nc, Us

Hired into Countrywide Bank (acquired by Bank of America). In support of Bank's retail deposit division, managed creative and media for national print campaign designed to increase retail deposit volume.Managed $13M annual print budget. Achieved savings of $6M during a 6 month falling rate environment -- while still maintaining production objectives. Managed team of 2 FTEs.

Sherman Oaks, Ca, Us

Responsible for leading national marketing for Metrocities Mortgage LLC (prior to acquisition by Prospect Mortgage), ranked in the top 1% of residential retail lenders nationwide (acquired by Prospect Mortgage, now HomeBridge Financial). Managed company's branding and the creation of a dynamic and proprietary Automated Marketing Portal - which measurably improved the firm's valuation at time of sale. Developed award-winning online customer satisfaction and client loyalty programs, which resulted in new customer aquisition and repeat business in support of 500+ loan officers. Oversaw research, creative, media and trade event communications. Directed branding and lead acquisition initiatives for the consumer-direct Private Mortgage Banking Group; as well as for joint venture/MSAs, credit unions, insurance, wholesale, escrow and emerging markets divisions. Managed and collaborated with marketing team, internal divisions and external agency to redesign three corporate sites, including architecture and functionality; and 300 + templated sites for affiliates. Responsible for annual rewards and recognition programs, including unique awards ceremonies, entertainment and off-site trips. Led DRTV and radio creative and media plans. Budget and forecasting responsibilities. Managed staff of 16 FTEs.