CRM Administrator

Job Title:

CRM Administrator

Location:

CA - Irvine

What you'll do:

As a CRM Administrator, you'll need to maintain a high standard of data hygiene, reporting, and overall development in Velocify, while providing support to users in different teams within Sales and Marketing departments.

• Provide quality user support while quickly and accurately resolving technical issues. 
• Identify opportunities to optimize performance and improve user interface. 
• Create and utilize reports to monitor data quality and data migrations.
• Ensure prime borrower experience by continuously assessing CRM workflows and distributions. 
• Reliably accomplish given routine tasks such as sending out update reports and loading leads to the CRM.  
• Develop, test, and manage integrations across partner systems within Velocify.
• Verify users have access to the right data by managing the platform security settings, access to apps, objects, records and fields. 
• Write up effective change communications to CRM users when new features are introduced as well as be able to train to these changes in a simple and straightforward manner.
• Consistently document project specs and time management details in a project tracking tool. 
• Design, document, build, test, and deploy enhancements to custom objects, page layouts, workflows, reports, views and dashboards.

What you'll need:

• 2+ years of related experience in CRM Administration, database management, information management or similar field.
• Some college or technical training required.
• Previous leadership experience required.
• Intermediate knowledge of residential mortgage industry in Correspondent and/or TPO space.
• Intermediate knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Advanced expertise in designing and executing marketing strategies that deliver measurable growth, digital marketing, brand strategy, SEO, social media and integrated campaigns.
• Advanced analytical skills and experience using data to drive targeting and segmentation. 
• Ability to manage multiple projects and deadlines independently, with attention to detail.
• Advanced speaking and writing communication skills.

Benefits you’ll love:

We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

About the company:

AmeriHome Mortgage is a Western Alliance Bank company. Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC.  

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488.  When contacting us, please provide your contact information and state the nature of your accessibility issue.  We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.

© Western Alliance Bancorporation