American Heritage Lending, LLC
Established in 2008, the company was founded to be a company set apart from an already impacted market. Licensed in multiple states across the US, the premise of our company evolved into the pinnacle for our success - creating a caring experience for the families we service across the nation.
Position Overview:
The CRM Manager will be responsible for participating as a hands-on technical resource assisting with the implementation and administration of our OptifiNow and Cimmaron software, system integrations, maintenance functions, production support ensuring high availability, as well as advising management of CRM best practices and assisting with setting strategy for optimal use.
Essential Duties & Responsibilities include:
Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
Maintenance of both CRM’s solution by performing upgrades, addressing technical issues, and improving efficiency by evaluating system functions and integrations.
Ensure high system availability and production support which includes the facilitation of periodic testing, implementation of contingency plans to ensure availability of applications in case of system failure, DR support, and working closely with network, security, vendors, etc.
Manage the vendor relationship as it pertains to the core system.
Serves as liaison between end users and development (technical and non-technical) during all phases of the product lifecycle.
Create campaign’s and work with Marketing to provide material to sales staff
Maintain database ensure connections between the CRM and our LOS Encompass are working properly
Is responsible for application configuration, patching, regular maintenance, upgrades, release management and production support.
Identifies, promotes, and evaluates idea driven solutions and innovations by clearly understanding the business needs and responding with technical solutions.
Facilitates business process changes for greater efficiency and improvement.
Plans, conducts, directs, and performs project need analysis, managing the delivery of solutions from conception to implementation.
Prepares scope, work-effort, and detailed CBA’s when needed.
Works with current and potential vendors to evaluate, implement, address, and coordinate new hardware & software, releases, patches, regulatory compliance and serves as the point of escalation during outages or periods of degraded software performance.
Acts as the point of contact for business units in solving serious software and usability problems.
Communicating complex technical information to business customers and project teams in an effective and concise manner.
Documents procedures and release plans in a manner such that successful future deployments and redeployments are repeatable.
Performs general administrative functions, vendor due diligence, documentation & maintenance of vendor records.
Contributes technical knowledge and understanding of applications to training programs, support documentation, and operating procedures.
Adheres to the change management process for all changes made to system components by creating specifications in a manner that allows for notification to affected parties and recovery from the change in the event it is necessary.
Provides back up administrative duties for team members where needed.
Experience & Minimum Qualifications (Skills, Knowledge & Abilities):
2+ years of similar experience in supporting business applications environments within a financial institution environment.
Experience with mortgage loans preferred
Proven ability to partner effectively across all levels of the organization and develop positive working relationships with outstanding communication skills.
Excellent communication/influence skills, including reports; presentations; group facilitation; ability to develop professional relationships both inside and outside the organization.
Must be highly organized and able to execute multiple complex projects concurrently within required timelines and expectations and be able to redirect priorities based upon current workload and system priorities.
Sufficient comprehension of CRM functions to solve unusual as well as common work problems required.
General familiarity with problem analysis and excellent level of problem-solving capabilities to establish adequate solutions to operating problems.
General knowledge of SDLC and projected results of those cycles for related applications.
Experience with API, SFTP preferred
Must be able to satisfy all job responsibilities, including detecting and resolving system errors with very limited input from the direct supervisor.
Stays current with emerging technology trends.
Essential Mental & Physical Requirements:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Frequently required to sit, stand, kneel, stoop, or squat
Use hands or fingers to handle or feel objects, tools, or controls
Reach with hands and arms
Talk or hear
Specific vision ability includes close vision, distance vision, color vision, depth perception and the ability to adjust focus
Occasionally lift and/or move up to 25 pounds
Ability to analyze situations logically to identify causes and draw solid conclusions
Ability to anticipate the consequences of a situation
Ability to modify one’s own behavior to meet expectations of others
Ability to sustain one’s own emotions from interfering with responding effectively to internal and external customer’s needs
Displays honesty and trustworthiness; has a sense of personal accountability; maintains a moral conviction to do the right thing
Physical Demands:
The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Work Environment:
This job operates in an office setting and largely sedentary, requiring the routine use of a computer and other standard office equipment. The ability to lift or move up to 20 pounds, bend, reach, and perform manual tasks may also be required. Remote work is an optional setting. Work environment characteristics are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is exposed to weather condition prevalent at the time. Business travel may provide for varying degrees of change in the work environment. The noise level in work environment is usually moderate.
Job Classification:
Exempt
Work Location:
Remote
Benefits:
Medical
Dental
Vision
Matching 401(k)
Paid Time Off
Paid Holidays
Why American Heritage Lending:
We are a high-growth Company that doubled our staff in 2022
Competitive Salary
Wide Product Options - Bridge, Fix and Flip, FHA, VA, Conventional, Non-QM, DCSR, Hard Money Loans and more
We are not impacted by the volatility of the interest rate
This Company describes its culture as:
Family-Accountability-Integrity-Teamwork-Have fun along the way
Start your career today with American Heritage Lending!
Note: Nothing in this job description restricts the company’s right to assign or reassign duties and responsibilities to this position at any time. Reasonable accommodations may be made in appropriate circumstances to enable individuals to perform the essential functions of the position.
This is a remote position.