Salesforce Business Systems Analyst
Core
Leverage Salesforce platform capabilities to support mortgage origination and customer relationship management processes throughout the loan lifecycle.
Role type
Salesforce Business Systems Analyst
Builds
Scalable Salesforce solutions for mortgage origination and CRM
Domain
Financial Services / Mortgage / CRM
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Salesforce platform expertise, business process analysis, requirements gathering, data analysis, data validation, report/dashboard creation, system performance monitoring
Preferred skills
Mortgage industry experience, CRM tool experience, business intelligence tools, relational database queries, Agile/Waterfall methodologies, project management
Technologies
Salesforce, Microsoft Office (Excel, Word, PowerPoint, Outlook)
Responsibilities
Gather, document, and translate business requirements into scalable Salesforce solutions; Create and maintain reports, dashboards, and analytics to provide business insights; Perform data analysis, data validation, and data quality management activities; Monitor system performance, user adoption, and platform utilization, recommending enhancements
Seniority
Mid-Senior level (10 years exp or 6 years + Bachelor's)