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Mortgage Leads & CRM Strategy Analyst
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-08-18
Listing for:
PenFed Credit Union
Full Time
position Listed on 2026-08-18
Job specializations:
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Finance & Banking
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Business
CRM Systems & Management
Job Description & How to Apply Below
Pen Fed Credit Union is hiring a Hybrid Leads Management Analyst to support mortgage and home equity loan production from San Antonio, TX or Phoenix, AZ. You will implement and optimize lead campaigns using Velocify and Salesforce, build workflows, and provide real-time reporting to maximize loan officer performance.
The role requires a Bachelor’s degree in business administration or equivalent, 4+ years in lead management/CRM, and 2+ years in Velocify/Salesforce.
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