Design and optimize scalable operational workflows that improve visibility, efficiency, and execution across the mortgage marketplace
Build and enhance intelligence frameworks and dashboards that translate marketplace data into actionable insights for Sales and leadership
Analyze sales productivity, goal attainment, and funnel performance metrics to identify execution gaps and performance lift opportunities
Maintain and enhance sales force automation systems (e.g., CRM configurations, workflow rules, tracking structures) to strengthen accountability and operational rigor
Identify and implement automation opportunities, including AI-enabled solutions, to reduce manual effort and increase real-time decision support
Partner with Business Analytics to standardize data definitions and establish reliable, centralized sources of truth
Drive cross-functional adoption of operational improvements by translating insights into scalable process enhancements

5+ years of experience in sales operations, revenue operations, business operations, or similarly analytical, systems-driven roles
Demonstrated experience analyzing sales productivity, goal attainment, or funnel performance metrics to drive operational improvement
Experience maintaining and enhancing sales force automation systems (e.g., CRM configuration, workflow rules, reporting structures)
Proven ability to design and implement reporting frameworks, dashboards, or operational tooling that improved visibility and execution
Proficiency with CRM platforms (e.g., Salesforce) and data/reporting tools (e.g., Tableau, Databricks, or similar)
Experience leveraging AI or advanced automation tools to modernize workflows and reduce manual dependency is a plus
Experience partnering cross-functionally with Business Analytics, Product, or Engineering teams to implement systems enhancements is a plus

Mortgage Operations Specialist

Key skills