Velocify Administrator

This role will assist with the implementation of lead management campaigns to optimize mortgage and home equity loan production. This individual will assist in building and optimizing a mortgage lead workflow through Velocify that integrates with key platforms to ensure that leads are distributed, dispositioned, and prioritized accordingly.• Support department leadership in their work with external vendors and Client IT to build/integrate technology related to mortgage and home equity lines of business.• Maintain existing reports and dashboards to meet the timeframes of various stakeholders.• Monitor performance of scorecards, source reports, and surveys.• Identify opportunities and recommend solutions to automate and improve efficiency of existing reports and dashboards through internal or third-party resources.• Provide reporting, documentation, and analytics support for complex, multi-disciplined CRM projects.• Implement department strategies for generating, capturing, and routing leads to the appropriate channels and resources.• Implement department strategies for lead prioritization and scoring, and ensure the CRM has these capabilities.• Monitor results closely to identify and troubleshoot lead capture or routing obstacles, to keep the ecosystem running smoothly.• Create and actively audit lead sources in the CRM, ensuring all leads are routed properly and that resources are fully utilized and optimized to ensure peak performance.• Facilitate a workflow that enables loan officers to work leads efficiently and recommend new functionality and tools to help maximize performance.• Assist in strategy and planning sessions as required, developing project scope with stakeholders for approved projects.• Assist with the execution and management of email and SMS contact strategies to members and prospective members.• Evaluate data quality to ensure standards and guidelines are met.• Participate in corporate projects as requested, to include networking events.