JVM Lending

Job Overview: We’re seeking a detail-oriented data specialist with advanced Excel skills and CRM expertise to manage, clean, and maintain accurate data across platforms. Experience with AI tools for automation and data analysis is a strong plus.

Key Responsibilities:

• Perform advanced data manipulation and cleaning in Excel, using tools like Text-to-Columns, VLOOKUP/XLOOKUP, Conditional Formatting, Custom Sort, and complex formulas to maintain and improve data accuracy.
• Manage, update, and maintain client and loan records within Salesforce, HubSpot, or similar CRM platforms, ensuring data is current and accurate.
• Consolidate and reconcile data from multiple sources, ensuring consistency, integrity, and readiness for reporting or system input.
• Document existing CRM workflows, including Salesforce flows and HubSpot automations, detailing logic, triggers, and expected outcomes for clear team understanding and future improvements.
• Generate and distribute key reports from the CRM to support operational decision-making, compliance requirements, and performance tracking.
• Proactively identify data discrepancies, errors, or gaps and implement corrective actions to uphold high standards of data quality.
• Leverage AI tools and automation technologies to streamline data processes, enhance accuracy, and improve reporting capabilities.
• Collaborate with teams to identify process improvement opportunities related to data management, CRM usage, and automation.
• Assist in training and supporting staff on CRM best practices and data integrity protocols to ensure consistent and efficient system use.

Qualifications:

• Expert-level Microsoft Excel skills.
• Proven experience with Salesforce, HubSpot, or comparable CRM platforms.
• Salesforce Certified Administrator preferred.
• Familiarity with AI-powered tools and automation platforms (e.g., Zapier, Python scripting).
• Strong attention to detail and data accuracy.
• Excellent written communication for documenting technical processes.
• Ability to work independently and remotely with reliable internet and home office setup.
• Preferred:
• Experience in mortgage or financial services industry.
• Knowledge of process mapping or flow diagramming tools.