Social Media Manager

About the Role
We are looking for a proactive and tech-savvy Social Media Manager to build, organize, manage, and automate our social media presence across multiple platforms.
This role goes beyond simply creating and posting content. The ideal candidate will be responsible for establishing a strong and consistent Rate DNA presence across social platforms, connecting our accounts and marketing tools, creating efficient workflows, and automating repetitive tasks wherever possible.
You will help build a social media system that is organized, scalable, responsive, and designed to generate engagement and qualified leads with minimal manual effort.
Platforms
The Social Media Manager will manage and/or establish Rate DNA's presence on platforms including:

• Facebook
• Instagram
• Threads
• LinkedIn
• TikTok
• X (Twitter )
• Nextdoor
• Google Business Profile
• Alignable
• Other relevant social and business platforms as needed

Key Responsibilities
1. Social Media Account Setup & Management

• Create, claim, verify, and optimize Rate DNA profiles across all relevant platforms.
• Ensure all accounts use consistent branding, company information, contact details, logos, descriptions, and visual identity.
• Secure accounts using appropriate passwords, permissions, two-factor authentication, and administrator access.
• Maintain an organized record of account access, ownership, and platform credentials.
• Identify additional platforms and directories that may benefit Rate DNA's online presence.

2. Social Media Management & Scheduling

• Set up and maintain a centralized social media scheduling and management system using tools such as Meta Business Suite, Buffer, Hootsuite, or similar platforms.
• Build and maintain a monthly content calendar.
• Schedule content across multiple platforms while adapting posts to each platform's format and audience.
• Maintain a consistent posting schedule.
• Monitor scheduled content and troubleshoot publishing issues.

3. Content Creation

• Create engaging social media posts relevant to mortgage, real estate, home financing, interest rates, and related topics.
• Develop graphics using Canva or similar design tools.
• Create and edit short-form videos for platforms such as Instagram Reels, TikTok, Facebook , and YouTube Shorts when applicable.
• Repurpose existing content into multiple formats and platforms.
• Develop educational, promotional, community-focused, and lead-generation content.
• Maintain consistent Rate DNA branding and messaging across all content.

4. Social Media Automation

• Identify repetitive social media and marketing tasks that can be automated.
• Build and maintain workflows for:
• Cross-posting
• Content scheduling
• Automated responses
• DM triggers
• Lead notifications
• Lead routing
• CRM updates
• Internal team notifications
• Connect social media platforms with CRM and other business systems using tools such as Zapier, Make, or similar automation platforms.
• Test automations regularly and troubleshoot failed workflows.
• Continuously look for ways to reduce manual work while maintaining quality and personalization.

5. Lead Management & Routing

• Monitor comments, direct messages, inquiries, and social media leads.
• Respond to basic inquiries promptly and professionally.
• Identify potential sales leads and route them to the appropriate team member or CRM.
• Ensure lead information is captured accurately.
• Create automated lead-routing workflows where appropriate.
• Track the source of leads generated through social media.

6. Community Management

• Monitor comments, mentions, reviews, and messages across platforms.
• Respond to customers and prospects in a professional, helpful, and timely manner.
• Escalate questions or complaints that require management or specialized assistance.
• Monitor brand mentions and relevant conversations.
• Maintain a positive and professional online presence for Rate DNA.

7. Mortgage & Real Estate Compliance

• Ensure social media content follows applicable mortgage and real estate advertising requirements.
• Follow company guidelines regarding NMLS information, Equal Housing Opportunity requirements, disclosures, licensing information, and advertising language.
• Review content for compliance before publishing.
• Work with management/compliance personnel when clarification or approval is required.
• Stay informed about company-specific marketing and compliance requirements.

8. Analytics & Reporting

• Monitor social media performance across platforms.
• Track key metrics including:
• Engagement
• Followers and audience growth
• Reach and impressions
• Website traffic
• Leads generated
• Messages and inquiries
• Content performance
• Prepare a monthly social media performance report.
• Identify top-performing content and opportunities for improvement.
• Provide recommendations based on data and performance trends.

9. Continuous Improvement

• Research new social media features, tools, automation opportunities, and emerging platforms.
• Recommend new tools or workflows that can improve efficiency.
• Test new content formats and strategies.
• Continuously improve Rate DNA's social media presence and lead-generation process.
• Stay current with changes to platform algorithms, policies, and best practices.

Required Qualifications

• 2+ years of experience in social media management, digital marketing, or a related role.
• Strong experience managing multiple social media platforms.
• Experience creating social media content, graphics, and short-form videos.
• Experience with social media scheduling and management platforms.
• Strong understanding of social media marketing and audience engagement.
• Experience with automation tools such as Zapier, Make, or similar platforms.
• Experience connecting social media platforms with CRMs or other business applications.
• Strong organizational and time-management skills.
• Excellent written English and communication skills.
• Strong attention to detail.
• Ability to work independently and manage multiple platforms simultaneously.
• Ability to troubleshoot basic technical and automation issues.

Preferred Qualifications

• Experience working with a mortgage, real estate, financial services, or related company.
• Knowledge of mortgage and real estate advertising compliance.
• Experience with NMLS and Equal Housing requirements.
• Experience with CRM platforms and lead-routing systems.
• Experience with Canva, CapCut, Adobe Express, or similar creative tools.
• Experience with Google Business Profile.
• Experience building automated marketing workflows.
• Basic understanding of SEO and local marketing.
• Experience managing online reviews and business listings.

Ideal Candidate
We are looking for someone who is:

• Tech-savvy and comfortable learning new platforms.
• Automation-minded and always looking for ways to eliminate repetitive manual work.
• Creative and able to produce engaging content.
• Proactive rather than waiting to be told what to do.
• Detail-oriented, especially when managing multiple accounts and automations.
• Organized and capable of maintaining a clear content calendar and workflow.
• Analytical and able to use data to improve performance.
• Reliable and responsive when managing comments, messages, and leads.
• Comfortable working independently in a remote environment.

Key Performance Indicators (KPIs)
Performance may be evaluated based on:

• Successful setup and optimization of all required social media accounts.
• Consistency and quality of social media content.
• Growth in followers and engagement.
• Increase in reach and brand visibility.
• Number and quality of leads generated.
• Response time to comments and inquiries.
• Successful implementation of automation workflows.
• Reduction in repetitive manual social media tasks.
• Accuracy of lead routing and CRM updates.
• Compliance with company and industry advertising requirements.
• Timely and accurate monthly reporting.

Working Relationship
The Social Media Manager will work closely with management, marketing, sales, and other team members to ensure that social media activity supports Rate DNA's overall marketing and lead-generation goals.
The successful candidate should be comfortable taking ownership of the social media ecosystem—from account setup and branding to content creation, automation, engagement, lead routing, analytics, and continuous optimization.