Mortgage Lead Optimization Analyst (Hybrid)

PenFed Credit Union; San Antonio (TX); Hybrid; USD 60,000 - 113,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

PenFed Credit Union in San Antonio, TX (hybrid) seeks a Leads Management Analyst to optimize mortgage and home equity loan production. You will implement campaigns with Velocify integrated with Salesforce, distribute and prioritize leads, and develop metrics and reports to maximize officer performance.

Responsibilities include building lead workflows, maintaining dashboards, and ensuring data quality while collaborating with IT and vendors to improve efficiency and accuracy in lead routing and

Qualifications

• Bachelor’s degree in business administration required or equivalent.
• Minimum 4 years experience in lead management and/or CRM.
• 2+ years experience in Velocify/Salesforce ecosystem (Sales/Service Cloud, Ideas & Knowledge) or equivalent CRM.
• Experience with Agile development processes.
• Experience with Genesys Cloud and/or Salesforce.
• Demonstrated ability to analyze data and translate insights.
• Ability to manage multiple priorities and coordinate resources.
• Excellent verbal and written communication; service-oriented and collaborative.
• Experience with AI tools preferred.

Responsibilities

• Assist with implementing leads management campaigns to optimize mortgage and home equity loan production.
• Build and optimize mortgage lead workflow through Velocify that integrates with key platforms.
• Provide requirements, prioritize efforts, and support project delivery.
• Develop metrics, create reports, and optimize lead campaigns for loan officers.
• Monitor dashboards, scorecards, and reports; drive peak performance metrics.

Skills

Analytical skills

Communication skills

Prioritization

Collaboration

Customer service oriented

Discretion & ethics

Education

Bachelor’s degree in business administration

Tools

Velocify

Salesforce

Genesys Cloud

Job description

PenFed Credit Union in San Antonio, TX (hybrid) seeks a Leads Management Analyst to optimize mortgage and home equity loan production. You will implement campaigns with Velocify integrated with Salesforce, distribute and prioritize leads, and develop metrics and reports to maximize officer performance.

Responsibilities include building lead workflows, maintaining dashboards, and ensuring data quality while collaborating with IT and vendors to improve efficiency and accuracy in lead routing and