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Salesforce Expert CRM Optimization
Job in
Eastvale, Riverside County, California, USA
Listed on 2026-02-17
Listing for:
Infallibletechie
Full Time
position Listed on 2026-02-17
Job specializations:
-
IT/Tech
CRM System, Technical Support, Systems Analyst, IT Consultant
Job Description & How to Apply Below
Location: Eastvale
Job Title
Salesforce CRM Integration & Automation Specialist
Job OverviewWe are a mortgage company seeking an experienced Salesforce expert to fully integrate, optimize, and automate our CRM system. Our goal is to make Salesforce the central hub for all lead flow, loan tracking, communication, and automation across our business.
Scope of Work- Integrate Salesforce with Lending Pad (our Loan Origination System) for two-way data syncing, including automated loan status updates and transferring key service provider data into Salesforce contacts.
- Migrate 300–400 existing leads from Shape Software into Salesforce.
- Confirm and optimize Nextiva phone integration for click‑to‑dial functionality within Salesforce.
- Confirm and optimize Microsoft Outlook integration.
- Connect online leads from [login to view URL] to automatically flow into Salesforce.
- Connect our company website lead forms directly to Salesforce.
- Integrate online leads from [login to view URL] into Salesforce.
- Integrate Batch Dialer to push successful call leads into Salesforce.
- Configure Salesforce to fully operate as our primary CRM for lead management, automation, tracking, and borrower communication.
- Strong Salesforce implementation and API integration experience
- Experience with CRM automation and workflow optimization
- Mortgage, lending, or real estate CRM experience preferred
- Ability to troubleshoot and clean up existing integrations
- Include examples of similar Salesforce integration projects and briefly explain how you would approach centralizing multiple systems into one CRM.
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