Salesforce Developer & Mortgage Systems Administrator

The Salesforce & Mortgage Systems Administrator serves as the owner of the company’s CRM, automation, reporting, and workflow infrastructure. This position exists to build, maintain, optimize, and continuously improve the systems that support lead generation, loan officer productivity, borrower experience, operational efficiency, and executive reporting.

This role is responsible for ensuring Salesforce remains the central operating system of the organization while supporting integrations across Five9 , LOS platforms, communication systems, reporting tools, and future technology deployments.

The ideal candidate understands that technology exists to create leverage, accountability, visibility, and operational excellence.

Key Responsibilities

Salesforce Administration

• Manage all Salesforce users, permissions, roles, profiles, and security settings.
• Build and maintain custom objects, fields, workflows, automations, reports, and dashboards.
• Create and maintain lead routing rules.
• Manage lead ownership workflows.
• Build sales process automation.
• Maintain data integrity and system cleanliness.
• Troubleshoot system issues and user requests.

Mortgage Operations Systems

• Support Salesforce integrations
• Build and maintain loan pipeline workflows.
• Develop automation to reduce manual processes.
• Create borrower lifecycle workflows.
• Improve lead-to-loan conversion processes.
• Assist with compliance and audit readiness.

Reporting & Analytics

• Develop executive dashboards.
• Create Loan Officer scorecards.
• Create Operations scorecards.
• Monitor lead conversion metrics.
• Monitor speed-to-lead performance.
• Monitor pipeline performance.
• Deliver weekly and monthly reporting packages.

Automation & Process Improvement

• Identify operational bottlenecks.
• Design automated solutions.
• Reduce repetitive administrative work.
• Improve workflow efficiency.
• Support AI and technology deployment initiatives.
• Document processes and system standards.

Training & Support

• Create system documentation.
• Support team members with troubleshooting.
• Drive adoption of company technology standards.

Do you have a valid Certified Salesforce Administrator certification?, Do you have experience in Salesforce UI tools?, * Salesforce Administration experience required.

• Salesforce Administrator Certification preferred.
• Mortgage industry experience preferred but not needed
• CRM administration experience required.
• Experience with workflow automation.
• Experience with reporting and dashboard creation.
• Strong analytical and problem-solving skills.
• Excellent communication and training abilities.
• Ability to manage multiple projects simultaneously.

Preferred Experience

• Salesforce Lightning
• Revenue / Sales Operations
• Business Process Automation
• CRM Integrations
• Data Management
• Reporting & Analytics

Pulled from the full job description

• Professional development assistance
• 401(k)
• Health insurance
• Paid time off
• Vision insurance
• Dental insurance
• Relocation assistance, What Success Looks Like
• Lead response time continuously improves.
• Manual operational tasks are reduced through automation.
• Loan officers spend more time originating and less time managing administrative work.

Pay: $100,000.00 - $150,000.00 per year, * 401(k)

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Relocation assistance
• Vision insurance