Mortgage CRM Operations Specialist
Griffin Funding
full-time
Posted on:
Location Type: Remote
Location: Remote • Arizona, California • 🇺🇸 United States
Visit company websiteSalary
💰 $72,000 - $82,000 per year
Job Level
Mid-LevelSenior
About the role
- The CRM Operations Specialist supports the inside sales team of Loan Officers by managing tools, systems, and processes to optimize efficiency and maximize lead conversion.
- Distribute leads efficiently within HubSpot.
- Assign unclaimed mortgage applications from the POS system.
- Manage and optimize online review platforms and SLO profiles.
- Oversee appointment booking software configurations for SLOs.
- Administer outbound call systems and phone number distributions.
- Maintain and support the omnichannel communication system.
- Ensure accurate representation through caller ID branding software.
- Coordinate with third-party lead vendors to ensure quality and delivery.
- Configure and maintain custom contact views in HubSpot for SLOs.
- Produce weekly HubSpot reports, detailing lead conversion by source, lead status, and lifecycle stage. Share actionable insights to improve sales performance.
Requirements
- Prior experience in sales support, sales operations, or a related role.
- Familiarity with CRM platforms (HubSpot proficiency is required).
- Demonstrated ability to manage and optimize sales tools and systems.
- Strong organizational skills with exceptional attention to detail.
- Data-driven mindset with experience in reporting and analytics.
- Excellent communication and collaboration skills.
- Adaptability and self-motivation in a fast-paced work environment.
Benefits
- Comprehensive health, dental, and vision insurance.
- 401(k) plan with company match.
- Paid time off and holidays.
- Professional development opportunities.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
CRM platformsHubSpotsales operationsreportinganalyticslead conversionappointment booking softwareoutbound call systemscaller ID branding softwarecontact views configuration
Soft skills
organizational skillsattention to detailcommunication skillscollaboration skillsadaptabilityself-motivation