CRM​/Sales System Administrator

We're searching for some really great people who enjoy customers as much as we do.

Named as one of Puget Sound Business Journal’s Best Places to Work three years running, 2021, 2022 and 2023. We are a certified Great Place to Work™ and were named a Best Workplace eight times, most recently in 2024 in the Financial Services and Insurance category.

Wow happens every day  vision is centered on changing the world one relationship at a time.

Learn more about us on our website here.

Discover what’s possible with Evergreen.

We're looking to add people who feel the same way we do about our customers, our associates, and the work we do. In return, you'll be part of a growing, contemporary company that rewards creative thinking and believes in helping you get to where you want to be. You'll also enjoy a comprehensive benefits package and an attractive 401K plan to help you grow along with us!

This role serves as the primary operational lead for Evergreen Home Loans’ core production and sales technology platforms, including Total Expert (CRM), nCino (POS), Mortgage Coach, and future sales enablement tools. The position ensures systems are properly configured, governed, and adopted to support production workflows, regulatory compliance, and field execution.

This role partners closely with Sales, Production Operations, Marketing, Training, IT, Compliance, and vendor partners to optimize performance, reduce friction, and maximize platform value.

• Serve as system owner and primary administrator for Total Expert and nCino, with oversight of Mortgage Coach and related sales technology tools.
• Configure and manage workflows, templates, permissions, licensing, and access at company, regional, branch, and user levels.
• Own user onboarding, offboarding, role changes, separations, and ongoing system hygiene.
• Maintain mortgage product, fee, messaging, and communication templates aligned with Evergreen standards and policies.
• Monitor vendor releases and enhancements; coordinate testing, approvals, communication, and rollout.
• Apply disciplined change management practices, including documentation, governance, and implementation tracking.
• Identify and implement workflow improvements that reduce duplication, improve efficiency, and enhance user experience.
• Serve as escalation resource and subject matter expert for Loan Officers, LOAs, and production staff.
• Deliver 1:1 and group training on CRM, POS, and sales enablement tools as needed.
• Partner with Training to develop and maintain documentation, best practices, and enablement resources.
• Drive system adoption through coaching, usage standards, and consistent best practices.
• Produce and review system usage and performance reporting, including Mortgage Coach and CRM metrics.
• Prepare and distribute system communications such as updates, outages, and production support notices.
• Act as primary liaison with vendors, managing support cases, escalations, and enhancements.
• Collaborate cross‑functionally to ensure system integrations, workflows, and policies remain aligned and compliant.

• Operate in alignment with Evergreen’s Mission, Vision, and Convictions.
• Deliver responsive, solution‑oriented support that creates a WOW associate experience.
• Communicate proactively with leadership regarding system performance, risks, and opportunities.
• Demonstrate ownership, accountability, and follow‑through.
• Adapt as responsibilities evolve and assume additional projects as needed.
• Collaborate effectively across Sales, Marketing, Operations, IT, and Compliance.

• Take full accountability for assigned work and outcomes.
• Communicate risks, issues, or exceptions promptly.
• Participate in regular check‑in to review priorities and progress.
• Silence or failure to communicate challenges is not acceptable.
• Build trust through consistency, transparency, and delivery.

• Experience administering CRM platforms;
  Total Expert strongly preferred.
• Exposure to mortgage sales systems such as nCino, Mortgage Coach, or LOS platforms.
• Strong understanding of mortgage sales workflows and producer…