Lead Management CRM Analyst - Mortgage Campaigns
PenFed Credit Union
PenFed Credit Union is hiring a Hybrid Leads Management Analyst for our Phoenix, AZ location. The role supports mortgage/HE loan production by building and optimizing lead workflows in Velocify and integrating with key platforms. You will generate reports, optimize campaigns, and enable loan officers with tools to maximize performance. The position emphasizes collaboration with IT and operations, adherence to TCPA/state regulations, and delivering metrics-driven insights to improve efficiency #J-18808-Ljbffr PenFed Credit Union
- ...is seeking a highly organized Loan Partner 1 (LP1) to support a top-producing loan officer. The LP1 will manage leads, coordinate calendars, and maintain the CRM, while serving as the first contact for prospects, clients, and referral partners. Bilingual Spanish and English...CRMMortgage
- ...Loans is a modern independent mortgage brokerage built for loan officers... ..., and increase conversion by leading with options and advice Build... ...editing support, and campaigns designed to attract, not chase, business Proven systems. CRM automation, follow up frameworks...CRMMortgageRemote work
- ...integrated demand generation campaigns targeting Corporate and SLED... ...to ensure marketing-generated leads are acted on quickly, campaign... ..., attribution, and lead flow management. • Maintain campaign... ...experience with marketing automation, CRM, and demand generation...CRM
- ...Valley Suns (G League), and Mortgage Matchup Center.... ...and related inventory Manage the full sales cycle from... ...interactions within CRM and internal systems... ...sales initiatives and campaigns Other duties as assigned... ...an ownership mindset, lead with initiative, and embrace...CRMMortgageContract workWork at officeLocal area
- ...Sales & Leasing Agent to drive a high-volume lead funnel. You will craft irresistible... ...off ready-to-close appointments. You’ll manage multiple communities, monitor response times, and report on campaign performance in the CRM. Commission-based upside accompanies a base...CRM
- ...with a company that values your contributions? At Partners Mortgage, we offer flexibility, remote work options, and a... ...your loans efficiently and on time Utilize our customized CRM system to support your lead generation and loan applications Practice integrity and due...CRMMortgageRemote work
- ...Valley Suns (G League), and Mortgage Matchup Center.... ...including time-blocked call campaigns to focus on the task in... ...Discovering leads by researching prospective... ...annual goals set by the Manager of Inside Sales Attending... ...and prospects with our CRM system Your skills and...CRMMortgageWork experience placementWork at officeLocal areaNight shift
$60k - $113.03k
...Overview PenFed is hiring a (Hybrid) Leads Management Analyst at our San Antonio, Texas or... ...implementation of leads management campaigns to optimize mortgage and home equity loan production. This... ...support for complex, multi-disciplined CRM projects. Implement department...CRMMortgageWork at officeLocal areaWorldwideRelocation- ...Logistics is seeking a Business Development Manager to identify growth opportunities, build... ...drive revenue in the Phoenix area. You will lead strategic outreach and collaborate across... ...skills in negotiation, presentation, and CRM tools such as Salesforce or HubSpot. #J-18...CRM
- Job Title:Enterprise Risk Management (ERM) Senior Data AnalystLocation:CityScapeWhat you'll... ...:As a Senior Enterprise Risk Management Analyst you'll execute the strategy of the Bank’... ...company’s heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company.Western...MortgageFull timeWork experience placement
- ...partnering with our Client Relationship Managers, Treasury Managers and Portfolio Managers... ...suite of applicationsExperience working with CRM tools (ex. Salesforce, Microsoft365, etc.... ...company’s heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company.Western...CRMMortgageFull time
- ...to fundamentally improve the homeownership experience. Through mortgage servicing—the process of paying off one’s mortgage—Valon is taking... .... About this Role We’re seeking a Producing Sales Manager to provide loan solutions for existing and prospective customers...CRMMortgageFull timeWork experience placementWork at officeLocal areaNight shift
- ...Valley Suns (G League), and Mortgage Matchup Center.... ...experienced and motivated Manager, Performance Marketing... ...and optimize paid media campaigns that drive ticket revenue... ...strategies leveraging CRM, ticketing, behavioral,... ...an ownership mindset, lead with initiative, and embrace...CRMMortgageFull timeWork at officeLocal area
- Partners Mortgage is seeking a dedicated Loan Officer to join our team in a flexible, remote-friendly environment. We value your... ...our in-house production team to close loans on time, use our CRM to manage leads and applications, and uphold integrity and due diligence in...CRMMortgageRemote jobFlexible hours
- Job Title:Project Portfolio Management (PPM) Adoption and Enablement LeadLocation:Block 23What... ...you'll do:The PPM Enablement & Adoption Lead is responsible for leading enterprise-... ...’s heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company.Western...MortgageFull time
$159.75k - $197.33k
...CityScapeWhat you'll do:As a HRIS Workday Team Lead, you'll be responsible for supporting the... ...’ll work closely with the HRIS Workday Manager and assist in directing the daily work of... ...Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company....MortgageFull time$65k
...We're searching for a detail-oriented mortgage loan officer assistant. This position will play a vital part in communicating with referral... ...Qualifications: • MS Office proficiency required; some CRM, MLS, DU, and proprietary mortgage software preferred • Possess...CRMMortgage$36k
...and administrative assistant to the Loan Officer, overseeing lead management, calendar coordination, and database management while acting as... ...Position Lead Management Track and manage all leads using the CRM and Lead Tracker Onboard all new leads into the CRM Maintain and...CRMMortgage- American Food & Vending is seeking a Business Development Manager for Refreshment Services based in Phoenix, Arizona. This role involves... ...at least 3 years of B2B sales experience, and be proficient in CRM systems like Salesforce. Benefits include weekly pay, a 401K plan...CRMWeekly payContract work
- A dynamic healthcare organization is seeking a Team Lead to oversee operations within Patient Solutions. The role requires strong analytical... ...and professional skills in Microsoft Office and Salesforce CRM. This position offers competitive pay, flexible work culture, and...CRMWork at officeFlexible hours
- Suvida Healthcare LLC is seeking a Lead for Business Development in Phoenix, Arizona, who will be responsible for identifying and qualifying... ...requires at least 5 years in business development and a strong CRM background, preferably with Salesforce. Key responsibilities...CRM
- Legendary Allen Agency is seeking motivated Mortgage Protection Life Insurance Agents for a fully remote role. You will identify client needs... .... You can contract with multiple carriers, access an exclusive CRM, and enjoy a flexible schedule with a performance-based earning...CRMMortgageRemote jobContract workWork from homeFlexible hours
$91k - $202.8k
...company’s success. As a Line of Business Risk Lead within PNC's Technology Risk... ...overseeing quantitative technology risk management practices within the Line of Business. This... ...role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or...MortgageFull timeTemporary workPart timeWork experience placementWork at office- ...Truehold - one of the nation's leading real estate investment... ...markets)—is rapidly expanding its mortgage division, Truehold Financial.... ...to processing/underwriting Manage a fast-moving pipeline with strong... ...a plus ~ Proficiency with CRM, LOS, and pricing engines ~...CRMMortgage
- ...Primary Residential Mortgage, Inc. is seeking an experienced and motivated Loan... ...be responsible for developing and managing your own pipeline through self-sourced... ...lending regulations Utilize CRM and marketing tools to manage leads, referrals, and ongoing client communication...CRMMortgageLocal area
$107.89k - $133.27k
...Title:Senior Middle Office Risk Analyst - Global Markets... ...maintain and assist with all CRM Middle Office cases, assist with... ...loan administration, treasury management and/or other commercial banking... ...heritage, as well as AmeriHome Mortgage, a Western Alliance Bank Company...CRMMortgageFull timeWork at office- ...Job Description Job Description Lead Inbound Business Development Representative... ...is a peer leadership role, not a people-management role: the Lead does not hire, fire, set compensation... ...personal performance metrics and ensure CRM data is accurate and up to date Team...CRMWork experience placementShift work
$150k - $300k
Mortgage Talent Acquisition Our organization is hiring an experienced full-cycle mortgage recruiter... ...tracking system Work closely with hiring managers to build and refine a recruiting process... ...interpersonal skills. Comfortable with CRM / applicant tracking systems, MS Office,...CRMMortgage- ...tasks will include generating leads, building and maintaining relationships... ...Detail-oriented mindset to manage loan applications and maintain... ...financial analysis tools, CRM systems, and basic office... ...Holding a relevant Loan Officer or Mortgage Broker license is advantageous...CRMMortgageWork at officeRemote work
$50k - $150k
...families protect what matters most through life insurance , mortgage protection , final expense , income protection , and... ...mentorship provided Supportive team culture Proven systems, CRM tools, and lead options available Path toward business ownership and long...CRMMortgageFull timePart timeLive inRemote workFlexible hours
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