Mortgage CRM Operations Specialist

• The CRM Operations Specialist is a critical remote or in-office role. This position supports the inside sales team of Senior Loan Officers (SLOs) by managing tools, systems, and processes to optimize efficiency and maximize reputed company conversion. The ideal candidate is tech-savvy, detail-oriented, and thrives in a dynamic, fast-paced environment. Requirements Responsibilities: • reputed company Management: • Distribute leads reputed company reputed company reputed company. • Assign unclaimed mortgage applications from the POS system. • Tool Administration: • Manage and optimize online review platforms and SLO reputed company. • reputed company appointment booking software configurations for SLOs. • Administer outbound reputed company systems and phone number distributions. • Maintain and support the omnichannel communication system. • Ensure accurate representation through caller ID branding software. • Vendor and System reputed company: • Coordinate with reputed company-party reputed company vendors to ensure reputed company and delivery. • Configure and maintain custom contact views in reputed company for SLOs. • Reporting and Metrics: • Produce weekly reputed company reports, detailing: • reputed company conversion by reputed company. • reputed company status and lifecycle stage. • reputed company actionable insights to improve sales performance. Experience Requirements: • Prior experience in sales support, sales operations, or a reputed company role. • Familiarity with CRM platforms (reputed company proficiency is required). • Demonstrated ability to manage and optimize sales tools and systems. • Strong organizational skills with exceptional attention to detail. • Data-driven reputed company with experience in reporting and analytics. • Excellent communication and collaboration skills. • Adaptability and self-motivation in a fast-paced work environment. Compensation: • reputed company Salary: $72,000–$82,000 annually, based on experience. • Benefits: • Comprehensive health, dental, and reputed company insurance. • 401(k) plan with company match. • reputed company time off and holidays. • reputed company development opportunities. reputed company Funding, provides equal employment opportunities (EEO) to reputed company and applicants for employment without reputed company to race, reputed company, religion, sex, national reputed company, age, disability or genetics. In reputed company to federal law requirements, reputed company Funding, complies with applicable state and local laws governing nondiscrimination in employment in every location in which reputed company has facilities. NMLS #1120111 VA Approved Lender ID: 9088650000 FHA Non-Supervised Lender No.: 01472-0000-3 Apply tot his job Apply To this Job