Mortgage CRM Operations Specialist

Job Description: • 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. Apply tot his job