Mortgage CRM Operations Specialist

The CRM Operations Specialist is a critical remote or in-office role. This position supports the inside sales team of Loan Officers by managing tools, systems, and processes to optimize efficiency and maximize lead conversion. The ideal candidate is tech‑savvy, detail‑oriented, and thrives in a dynamic, fast‑paced environment.

• Lead Management:
  • Distribute leads efficiently within Hub Spot.
  • Assign unclaimed mortgage applications from the POS system.
• Tool Administration:
  • Manage and optimize online review platforms and SLO profiles.
  • Oversee appointment booking software configurations for SLOs.
  • Administer outbound call systems and phone number distributions.
  • Maintain and support the omnichannel communication system.
  • Ensure accurate representation through caller‑ software.
• Vendor and System Oversight:
  • Coordinate with third‑party lead vendors to ensure quality and delivery.
  • Configure and maintain custom contact views in Hub Spot for SLOs.
• Reporting and Metrics:
  • Produce weekly Hub Spot reports, detailing:
    • Lead conversion by source.
    • Lead status and lifecycle stage.
  • Share actionable insights to improve sales performance.

• Prior experience in sales support, sales operations, or a related role.
• Familiarity with CRM platforms (Hub Spot proficiency is required).
• Demonstrated ability to manage and optimize sales tools and systems.
• Strong organizational skills with exceptional attention to detail.
• Data‑driven mindset with experience in reporting and analytics.
• Excellent communication and collaboration skills.
• Adaptability and self‑motivation in a fast‑paced work environment.

• Base Salary: $72,000–$82,000 annually, based on experience.
• Benefits:
  • Comprehensive health, dental, and vision insurance.
  • 401(k) plan with company match.
  • Paid time off and holidays.
  • Professional development opportunities.

Griffin Funding, provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Griffin Funding, complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

NMLS #1120111

VA Approved Lender :  FHA Non‑Supervised Lender No.: 01472‑0000‑3