Conducts business process analysis, needs assessments, and preliminary cost/benefits analysis in an effort to align information technology solutions with business initiatives. This position may function as liaison between the line of business and the Information Technology (IT) department. Leverages Salesforce platform capabilities to support mortgage origination and customer relationship management processes throughout the loan lifecycle. Gathers, documents, and translates business requirements into scalable Salesforce solutions. Identifies opportunities to improve business processes through automation, optimization, and expanded use of Salesforce platform capabilities. Creates and maintains reports, dashboards, and analytics to provide business insights and support data-driven decision-making. Performs data analysis, data validation, and data quality management activities to ensure the accuracy and integrity of Salesforce data. Monitors system performance, user adoption, and platform utilization, recommending enhancements to maximize business value.
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Job Type
Full-time
Career Level
Mid Level