Mortgage Operations Specialist
Job Description:
• Design and optimize scalable operational workflows that improve visibility, efficiency, and execution across the mortgage marketplace
• Build and enhance intelligence frameworks and dashboards that translate marketplace data into actionable insights for Sales and leadership
• Analyze sales productivity, goal attainment, and funnel performance metrics to identify execution gaps and performance lift opportunities
• Maintain and enhance sales force automation systems (e.g., CRM configurations, workflow rules, tracking structures) to strengthen accountability and operational rigor
• Identify and implement automation opportunities, including AI-enabled solutions, to reduce manual effort and increase real-time decision support
• Partner with Business Analytics to standardize data definitions and establish reliable, centralized sources of truth
• Drive cross-functional adoption of operational improvements by translating insights into scalable process enhancements
Requirements:
• 5+ years of experience in sales operations, revenue operations, business operations, or similarly analytical, systems-driven roles
• Demonstrated experience analyzing sales productivity, goal attainment, or funnel performance metrics to drive operational improvement
• Experience maintaining and enhancing sales force automation systems (e.g., CRM configuration, workflow rules, reporting structures)
• Proven ability to design and implement reporting frameworks, dashboards, or operational tooling that improved visibility and execution
• Proficiency with CRM platforms (e.g., Salesforce) and data/reporting tools (e.g., Tableau, Databricks, or similar)
• Experience leveraging AI or advanced automation tools to modernize workflows and reduce manual dependency is a plus
• Experience partnering cross-functionally with Business Analytics, Product, or Engineering teams to implement systems enhancements is a plus
Benefits:
• Competitive base salary
• Equity awards based on experience, performance, and location
Apply Now
Apply Now
• Design and optimize scalable operational workflows that improve visibility, efficiency, and execution across the mortgage marketplace
• Build and enhance intelligence frameworks and dashboards that translate marketplace data into actionable insights for Sales and leadership
• Analyze sales productivity, goal attainment, and funnel performance metrics to identify execution gaps and performance lift opportunities
• Maintain and enhance sales force automation systems (e.g., CRM configurations, workflow rules, tracking structures) to strengthen accountability and operational rigor
• Identify and implement automation opportunities, including AI-enabled solutions, to reduce manual effort and increase real-time decision support
• Partner with Business Analytics to standardize data definitions and establish reliable, centralized sources of truth
• Drive cross-functional adoption of operational improvements by translating insights into scalable process enhancements
Requirements:
• 5+ years of experience in sales operations, revenue operations, business operations, or similarly analytical, systems-driven roles
• Demonstrated experience analyzing sales productivity, goal attainment, or funnel performance metrics to drive operational improvement
• Experience maintaining and enhancing sales force automation systems (e.g., CRM configuration, workflow rules, reporting structures)
• Proven ability to design and implement reporting frameworks, dashboards, or operational tooling that improved visibility and execution
• Proficiency with CRM platforms (e.g., Salesforce) and data/reporting tools (e.g., Tableau, Databricks, or similar)
• Experience leveraging AI or advanced automation tools to modernize workflows and reduce manual dependency is a plus
• Experience partnering cross-functionally with Business Analytics, Product, or Engineering teams to implement systems enhancements is a plus
Benefits:
• Competitive base salary
• Equity awards based on experience, performance, and location
Apply Now
Apply Now