Hours: 7:00AM – 3:30PM (PT)
Location: Remote
Company Mission
Orion Lending is a Nationwide Mortgage Banker, founded by proven industry leaders, who bring a legacy of success and ambition to the Mortgage Banking industry. At the core of our business philosophy is a commitment to extraordinary service, honesty, and clear communication. Our team is comprised of highly seasoned professionals who share Orion Lending's objective to revolutionize our partners' expectations. At Orion Lending, we combine innovative technology, a wide array of products and competitive pricing, to assist our network of originators grow and develop their referral business and clientele.
Position Summary
Join our crew as a Marketing Systems Specialist and play a pivotal role in optimizing and advancing our marketing technologies. Your expertise will elevate our systems, enhancing our ability to deliver exceptional service and solidifying our position as a leader in the mortgage industry. If you are tech-savvy, detail-oriented, and have a background in CRM management, we invite you to contribute to our mission of excellence.
If you are tech-savvy, detail-oriented, and have a background in CRM management, we invite you to contribute to our mission of excellence.
Specific Duties and Responsibilities
Include but not limited to the following responsibilities:
• Analyze and report on system malfunctions, including testing scenarios and user impersonation for validation.
• Day to day management and support, of CRM platform, including Data Integrity oversight.
• Create comprehensive Business Development Requirements documents detailing functional and non-functional requirements for features and enhancements, including mock-ups for new system interfaces and enhancements.
• Collaborate with IT, Sales, Strategy, and Learning & Engagement teams to implement and integrate new features successfully and ensure quality standards are met.
• Diagnose and resolve system-related issues through troubleshooting and innovative solutions.
• Focus on Mar-Tech systems such as NextWave CRM, Modex, Hearsay Social, and Maxa.
• Organize and prioritize tasks to manage multiple projects effectively, ensuring timely delivery and alignment with business goals.
• Leverage Microsoft Excel to evaluate data via VLOOKUPS, XLOOKUPS, conditional formatting, and data validation.
Preferred Qualifications and Experience
• Proven ability to research and resolve support escalations by identifying causes and implementing solutions.
• Strong organizational skills with exceptional multitasking abilities.
• Proficiency in writing clear and actionable functional requirements.
• Expertise in Microsoft Excel and data analysis.
• 3+ years of experience in CRM management.
• In depth knowledge of CRM platforms and tools (e.g., Salesforce, HubSpot, NextWave).
• Excellent communication and interpersonal skills.
• Meticulous attention to detail and strong organizational capabilities.
• High proficiency in technology and adaptability to various platforms.
• Self starter mindset with a passion for innovation.
• Strong team collaboration skills and motivation to excel.
Physical and Work Conditions
Standard office environment, equipment, and tasks, including work at a computer terminal. This position requires partial sitting and walking throughout the day. Employees must be open toworking overtime to complete assigned tasks.
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