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# Elizabeth Morales

**Headline:** Chief People and Communications Officer at The Mortgage Office Software
**Profession:** Chief People and Communications Officer
**Location:** Orange County, CA, USA

## About

Elizabeth Morales is Chief People and Communications Officer at The Mortgage Office, where she leads talent acquisition, change initiatives, communications, brand reputation, inclusion, and stakeholder relations to support an engaged, high\-performing workforce and sustainable growth\. Elizabeth is a data\-driven executive with strengths across people strategy, strategic communications, product marketing, brand development, demand generation, media relations, and CRM adoption\. Her work combines strategic leadership with hands\-on execution: she has built a B2B SaaS marketing department from the ground up, led a team of five, and helped grow company revenue from $1 million to $25 million over 12 years\. As Chief Marketing Officer at The Mortgage Office, she led marketing, product launches, brand positioning, digital transformation, thought leadership, and customer\-centric campaigns\. Earlier, she directed large\-scale supplemental education programs across 15 school districts, supervised more than 450 employees, served more than 3,500 students, and secured a $1,393,000 federal grant\. Elizabeth is also a published author, professional translator, former adjunct faculty member, and multilingual communicator in English, Spanish, and Italian\.

## Services

- Business Relationship Management
- Multi\-Channel Marketing
- Advertising
- User Journeys
- Marketing Effectiveness
- Website Building
- Marketing Budget Management
- Cloud Computing
- Business Strategy
- Customer Marketing
- Online Marketing
- Cross\-functional Team Leadership
- Email Marketing
- Talent Management
- Platform as a Service \(PAAS\)
- Written Communication
- Software Industry
- Client Relations
- Strategic Communications
- Thought Leadership
- Brand Development
- Brand Marketing
- Training and Development \(HR\)
- Communication
- Customer Analysis
- Media Relations
- Brand Awareness
- Strategic Thinking
- Corporate Communications
- Marketing Operations

## Highlights

- Serves as Chief People and Communications Officer at The Mortgage Office, leading talent acquisition, change initiatives, communications, brand reputation, inclusion, and stakeholder relations\.
- Built marketing from zero and helped grow company revenue from $1 million to $25 million over 12 years\.
- Built a B2B SaaS marketing department from the ground up and led a team of five\.
- Served as Business Development Director at The Mortgage Office from 2014 to 2016 and Marketing Director from 2016 to 2018 before becoming Chief Marketing Officer\.
- Led targeted upsell and cross\-sell campaigns that increased customer lifetime value\.
- Repositioned the company brand, launched a comprehensive brand\-awareness campaign, and substantially boosted market share and brand recognition\.
- Orchestrated the launch of two new products that exceeded sales targets\.
- Implemented customer\-centric product marketing that increased user adoption\.
- Led a data\-driven marketing transition using analytics to optimize campaigns and improve marketing ROI\.
- Implemented marketing\-automation tools that streamlined workflows and reduced campaign\-execution time\.
- Built CRM data\-management practices and drove sales\-team adoption by demonstrating upsell value\.
- Positioned the company as a thought leader in the Private Lending SaaS industry through content and industry\-event participation\.
- Built media relationships at industry conferences and secured unpaid trade\-publication covers\.
- Helped secure Innovator of the Year recognition at the Innovate Conference and Best Software in Class recognition at the American Association of Private Lenders Conference Industry Awards\.
- Taught management, operations, global\-business, and strategic\-management courses as an adjunct faculty member at Brandman University in the Chapman University System\.
- Secured California Department of Education provider status annually from 2009 through 2014 for THINK Together’s Supplemental Educational Services Program\.
- Directed Supplemental Educational Services program design, marketing, delivery, and quality across 15 school districts\.
- Trained and supervised more than 450 employees and served more than 3,500 students at THINK Together\.
- Received one of five U\.S\. Department of Education federal three\-year grants for the High Quality Supplemental Educational Services and After\-School Demonstration Project, totaling $1,393,000\.
- Achieved statistically significant growth in State\-Standards Tests and internal tests in every year of a three\-year federal grant study\.
- Developed curriculum\-implementation training, instructor training, and a successful student\-retention program at THINK Together\.
- Wrote a weekly Spanish\-language newspaper column on Supplemental Educational Services achievements and translated documents for the organization\.
- Directed California Emerging Technology Fund Grant work to close California’s digital divide, including digital\-literacy class design, staffing, market analysis, and internet\-affordability advocacy\.
- Developed domestic and international quality\-control processes and operational improvements as Vice President at Van Kirk Media\.
- Developed strategic marketing plans at Van Kirk Media that resulted in an 80% revenue increase\.
- Managed public relations at campaigns, trade shows, and conventions and coordinated translation personnel and complex scheduling software at Van Kirk Media\.
- Coordinated nationwide events for the launch of Playboy magazine in Spanish and wrote columns for Playboy, Un Estilo de Vida, and Cañonazos Musicales\.
- Holds a Master of Arts in Business Administration from the University of Phoenix, Costa Mesa, earned in 2010\.
- Holds a Bachelor of Arts in Spanish Language and Literature from California State University, Fullerton, earned in 1995\.
- Communicates in English, Spanish, and Italian is a published author and professional translator\.

## Experience

- **Chief People and Communications Officer at The Mortgage Office** (2023\-08\-01–2026\-07\-01) — As Chief People and Communications Officer, I am ready to drive transformative strategies at the intersection of human resources and communication\. I lead and oversee talent acquisition, change initiatives, and communications to cultivate a high performing, engaged workforce while strategically managing our brand reputation\. I'm committed to championing inclusion\. I am known for my data\-driven decision\-making and fostering strategic stakeholder relations\. This leadership approach consistently delivers impactful results and fuels sustainable growth\.
- **Chief Marketing Officer at The Mortgage Office** (2014\-03\-01–2023\-09\-01) — 2014\-2016 Business Development Director 2016\-2018 Marketing Director As a Chief Marketing Officer, I led all aspects of marketing, driving transformative strategies that significantly impacted business outcomes: Revenue Growth: Spearheaded marketing strategies resulting in substantial annual revenue growth within the first year\. Implemented targeted upsell and cross\-sell campaigns, contributing to increased customer lifetime value\. Brand Positioning: Successfully repositioned the company's brand, emphasizing key differentiators and substantially boosting market share\. Launched a comprehensive brand awareness campaign resulting in a notable increase in brand recognition\. Product Launches: Orchestrated the successful launch of two new products, exceeding sales targets\. Customer\-Centric Product Marketing: Implemented a customer\-centric product marketing approach, resulting in a notable increase in user adoption\. Digital Transformation: Oversaw the transition to a data\-driven marketin
- **Adjunct Faculty at Brandman University \- Chapman University System** (2012\-07\-01–2016\-07\-01) — Teach: Principles of Management, Operations Management, Global Environment of Business and Strategic Management • Unleash students’ potential and guide and mentor students into life\-long lessons • Stay current with all industry standards as it applies to subject matter • Provide regularly scheduled academic advising to students • attend campus activities, join committees and participate in different projects
- **Supplemental Educational Services Program, Director at THINK Together** (2008\-07\-01–2014\-03\-01) — Apply on a yearly basis to the California Department of Education and secure provider status with the State Board of Education to provide services from 2009\-2014 • Oversee design, marketing, promotion, delivery and quality of program in 15 school districts\. • Trained and supervised 450\+ employees and served over 3,500 students • Applied for and received one of five Federal three\-year grants, High Quality Supplemental Educational Services and After\-School Demonstration Project, awarded by the U\.S\. • Department of Education \- Total grant allocation:  $1,393,000\. • Three\-Year Study results showed statistically significant growth in State\-Standards Tests as well as internal tests in every program year • Analyze data to identify best practices and serve as a national model • Train staff on building and sustaining positive relationships with district and school personnel, as well as students and parents\. • Ensure staff exhibit high level of professionalism • Train instructors on: fluency dev
- **Vice President at http://vankirk\-media\.com/** (2005\-01\-01–2007\-11\-01) — Developed and implemented processes to improve quality control in both domestic and international operations\. • Oversaw company operations to ensure company growth • Identified opportunities to enhance operational effectiveness and service performance through innovation involving system, process, and procedural modifications\. • In charge of Public Relations\. • Represented company at campaigns, trade shows and conventions • Developed and executed strategic marketing plans resulting in company’s 80% revenue increase • Coordinated translation personnel for multiple projects • managed complex scheduling software
- **Marketing Coordinator at Telscape** (2000–2002)
- **Special Projects Manager, Editorial Department at Playboy, Un Estilo de Vida** (1997–1997) — Determined appropriate Staff Writer to assign different writing pieces for magazine articles and reviews • Attended movie premieres and various public functions as company representative • Coordinated nationwide events for launch of Playboy magazine in Spanish • In charge of office management and personnel duties of five employees • Responsible for writing columns for magazines such as Playboy, Un Estilo de Vida and Cañonazos Musicales

## Education

- Master of Arts in, Business Administration — University of Phoenix  Costa Mesa California (2008\-01\-01–2010\-01\-01)
- Bachelor of Arts \(B\.A\.\), Spanish Language and Literature — California State University, Fullerton (1990\-01\-01–1995\-01\-01)
- Buena Park High School (1988\-01\-01–1990\-01\-01)

## FAQ

### What does Elizabeth do now?

Elizabeth is the Chief People and Communications Officer at The Mortgage Office\. She leads talent acquisition, change initiatives, communications, brand\-reputation work, inclusion efforts, and strategic stakeholder relations to cultivate an engaged, high\-performing workforce and support sustainable growth\.

### What are Elizabeth’s core professional strengths?

Elizabeth’s strongest areas include people strategy, strategic communications, product marketing, brand development, demand generation, multi\-channel marketing, media relations, CRM data management and adoption, customer marketing, and cross\-functional team leadership\. She is known for data\-driven decision\-making and for connecting team work to business impact\.

### What growth experience does Elizabeth bring?

Elizabeth built marketing from zero and helped grow company revenue from $1 million to $25 million over 12 years\. She led a team of five while providing strategic oversight and hands\-on execution\.

### What did Elizabeth accomplish in marketing leadership at The Mortgage Office?

At The Mortgage Office, Elizabeth served as Business Development Director from 2014 to 2016, Marketing Director from 2016 to 2018, and later Chief Marketing Officer\. She led all aspects of marketing and built the marketing department from the ground up\.

### How did Elizabeth use marketing and CRM to support revenue growth?

Elizabeth led marketing strategies that produced substantial annual revenue growth within the first year\. She implemented targeted upsell and cross\-sell campaigns to increase customer lifetime value, built CRM data\-management practices, and drove sales\-team adoption by demonstrating upsell value\.

### What brand and product\-marketing work has Elizabeth led?

Elizabeth repositioned the company brand around key differentiators, launched a comprehensive brand\-awareness campaign, and helped substantially boost market share and brand recognition\. She also turned product strengths into integrated marketing campaigns\.

### What product\-launch experience does Elizabeth have?

Elizabeth orchestrated the launches of two new products, exceeding sales targets\. She also implemented a customer\-centric product\-marketing approach that increased user adoption\.

### What digital\-marketing transformation work has Elizabeth done?

Elizabeth oversaw a transition to data\-driven marketing, using analytics to optimize campaigns and improve marketing ROI\. She implemented marketing\-automation tools that streamlined workflows and reduced campaign\-execution time\.

### How has Elizabeth led teams?

Elizabeth built and led a high\-performing marketing team, established the department from scratch, fostered a collaborative and innovative culture, and maintained long\-lasting relationships with team members\.

### How has Elizabeth built industry visibility and media coverage?

Elizabeth positioned the company as a thought leader in the Private Lending SaaS industry through targeted thought\-leadership content and participation in key industry events\. She built media relationships at industry conferences and secured unpaid trade\-publication covers\.

### What industry recognition did Elizabeth help secure?

Elizabeth’s marketing work helped secure nominations and awards including Innovator of the Year at the Innovate Conference and Best Software in Class at the American Association of Private Lenders Conference Industry Awards\.

### What was Elizabeth’s adjunct faculty experience?

At Brandman University in the Chapman University System, Elizabeth taught Principles of Management, Operations Management, Global Environment of Business, and Strategic Management\. She mentored students, provided regularly scheduled academic advising, stayed current with subject\-matter standards, attended campus activities, and participated in committees and projects\.

### What did Elizabeth accomplish at THINK Together?

As Director of THINK Together’s Supplemental Educational Services Program, Elizabeth secured annual California Department of Education provider status with the State Board of Education from 2009 through 2014\. She oversaw program design, marketing, promotion, delivery, and quality across 15 school districts trained and supervised more than 450 employees and served more than 3,500 students\.

### What federal grant did Elizabeth secure at THINK Together?

Elizabeth applied for and received one of five federal three\-year High Quality Supplemental Educational Services and After\-School Demonstration Project grants awarded by the U\.S\. Department of Education\. The total allocation was $1,393,000, and the three\-year study found statistically significant growth in State\-Standards Tests and internal tests in every program year\.

### How did Elizabeth strengthen program quality and instruction at THINK Together?

Elizabeth analyzed data to identify best practices and help establish a national model\. She trained staff to sustain positive relationships with district and school personnel, students, and parents trained instructors in fluency development, academic vocabulary, phonemic awareness, reading comprehension, and disguised learning developed curriculum\-implementation training tied to student goals and developed a student\-retention program\.

### What communications and translation work did Elizabeth perform at THINK Together?

Elizabeth ensured that the organization’s mission, programs, products, and services were presented positively to relevant stakeholders\. She wrote a weekly column for a local Spanish newspaper about the Supplemental Educational Services Department and organizational achievements, and she translated documents for the organization\.

### What was Elizabeth’s work with the California Emerging Technology Fund Grant?

As Director of the California Emerging Technology Fund Grant, Elizabeth worked with partner organizations to close the digital divide in California\. She analyzed markets, identified opportunities, developed and executed plans, designed digital\-literacy classes, hired and trained staff, tracked affordable internet offers, and advocated for internet affordability\.

### What did Elizabeth accomplish as Vice President at Van Kirk Media?

As Vice President at Van Kirk Media, Elizabeth developed quality\-control processes for domestic and international operations, oversaw operations to support company growth, identified system, process, and procedural improvements, and managed public relations at campaigns, trade shows, and conventions\. Her strategic marketing plans resulted in an 80% revenue increase, and she coordinated translation personnel and complex scheduling software for multiple projects\.

### Where else has Elizabeth worked?

Elizabeth was a Marketing Coordinator at Telscape\.

### What did Elizabeth do at Playboy, Un Estilo de Vida?

As Special Projects Manager in the Editorial Department at Playboy, Un Estilo de Vida, Elizabeth assigned magazine articles and reviews to appropriate staff writers, represented the company at movie premieres and public functions, coordinated nationwide events for the Spanish\-language Playboy magazine launch, and managed office and personnel duties for five employees\. She also wrote columns for Playboy, Un Estilo de Vida, and Cañonazos Musicales\.

## Links

- LinkedIn: https://www\.linkedin\.com/in/elizabeth\-morales\-7a73543

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