Dominion Financial

Account Manager

• Monitor and manage assigned mortgage loan portfolios to minimize risk and maximize performance.
• Assist in aligning the efforts of the entire servicing team.
• Act as the primary point of contact for internal and external stakeholders regarding assigned assets.
• Resolve issues impacting portfolio health and borrower relationships.
• Understand all aspects of the real estate transaction, including loan structures, borrower/LLC arrangements, securitization documents, project management, and market dynamics.
• Proactively monitor loans, identify risks, escalate concerns, and implement remediation strategies.
• Serve as the primary liaison with clients, borrowers, investors, and internal departments.
• Handle direct communication with borrowers, including collections, inquiries, and issue resolution.
• Analyze tax returns, borrower financial statements, and property financials to inform asset strategies.
• Recommend and execute loss mitigation strategies as necessary.
• Support governance and compliance initiatives to align with company risk appetite and standards.
• Assist with the implementation and optimization of AI tools for departmental efficiency.
• Summarize complex issues and deliver clear, actionable insights to management.
• Continuously look for opportunities to improve workflows, increase efficiency, and enhance the borrower experience.

Relationship Manager

Salesforce Administrator

• Own your day-to-day administration of Salesforce
• Manage users, profiles, permission sets, roles, and security
• Improve platform performance, governance, and scalability
• Ensure data integrity and system reliability
• Design, build, and maintain sophisticated Salesforce Flows
• Create scalable automation that reduces manual work
• Streamline operational processes across departments
• Troubleshoot and optimize existing automation
• Administer and enhance Conga Composer and Conga CLM
• Develop dashboards and reports used by leadership
• Manage imports, exports, deduplication, and cleanup projects
• Collaborate with department leaders to identify operational challenges
• Support integrations between Salesforce and other business-critical platforms

Senior Salesforce Administrator, Expert Level

Manager

• Ensure complete, and accurate loans are produced
• Manage a team of up to 8 Loan Processors
• Verify that loan document integrity is maintained throughout the entire loan processing operation
• Ensure all loan files are in compliance with Dominion Financial Services LLC’s standards
• Manage and resolve any escalated issues that arise within your team
• Ensure your team remains informed on any changes in guidelines or procedures
• Develop an understanding of all procedures and work as a “hands on” manager within your team
• Drive and ensure staff performance goals are met
• Support senior management in developing, and executing strategic plans
• Assist with directing loan processing to ensure targets, and objectives are met
• Manage daily production reports and staff work volume; adjust assignments to meet fluctuating workloads
• Assist with the training and development of your team

Loan Processing Manager

• Oversee, maintain, and continuously improve DFS’s Salesforce platform to support company operations and internal teams.
• Assist users with troubleshooting and technical inquiries.
• Create and maintain automation using both declarative and programmatic Salesforce tools.
• Manage user profiles and permissions to ensure secure system access.
• Build and maintain analytical dashboards to support data-driven decision-making.
• Clean and manage data using tools such as Excel and SQL.
• Implement data models aligned with evolving business needs.
• Update document templates using Conga Composer.
• Document technical processes and optimize marketing lead distribution workflows.
• Support system-related projects and initiatives as the organization grows.

Senior Salesforce Administrator

• Monitor and manage assigned mortgage loan portfolios to minimize risk and maximize performance.
• Assist in aligning the efforts of the entire servicing team.
• Act as the primary point of contact for internal and external stakeholders regarding assigned assets.
• Resolve issues impacting portfolio health and borrower relationships.
• Understand all aspects of the real estate transaction, including loan structures, borrower/LLC arrangements, securitization documents, project management, and market dynamics.
• Proactively monitor loans, identify risks, escalate concerns, and implement remediation strategies.
• Serve as the primary liaison with clients, borrowers, investors, and internal departments.
• Handle direct communication with borrowers, including collections, inquiries, and issue resolution.
• Analyze tax returns, borrower financial statements, and property financials to inform asset strategies.
• Recommend and execute loss mitigation strategies as necessary.
• Support governance and compliance initiatives to align with company risk appetite and standards.
• Summarize complex issues and deliver clear, actionable insights to management.

Relationship Manager

Senior Salesforce Administrator, Expert Level

Loan Processing Manager

Senior Salesforce Administrator

Portfolio Manager