Olympian Mortgage is seeking a Salesforce and Mortgage Systems Administrator to own the CRM, automation, reporting, and workflow backbone that supports lead generation, loan officer productivity, and borrower experience. This hybrid role in Troy, Michigan, centers Salesforce as the organization’s central operating system, enabling integrations with Five9, LOS platforms, communication tools, and reporting utilities while guiding future technology deployments.
Responsibilities
- Oversee Salesforce users, permissions, roles, profiles, and security configurations.
- Design and maintain custom objects, fields, workflows, automations, reports, and dashboards.
- Establish and manage lead routing rules and ownership workflows.
- Develop and maintain sales process automation.
- Preserve data integrity and keep the system clean.
- Troubleshoot system issues and respond to user requests; support Salesforce integrations.
- Build and sustain loan pipeline workflows and borrower lifecycle automations.
- Advance automation to reduce manual tasks and improve efficiency.
- Enhance lead-to-loan conversion processes and monitor related metrics such as lead conversions, speed-to-lead, and pipeline performance.
- Create executive dashboards, Loan Officer scorecards, and Operations scorecards.
- Deliver weekly and monthly reporting packages and support compliance and audit readiness.
- Identify operational bottlenecks and design automated solutions to streamline workflows.
- Support AI and technology deployment initiatives and document processes and system standards.
- Mentor teammates and drive adoption of company technology standards.
Requirements
- Salesforce administration experience.
- CRM administration experience.
Technologies
- Salesforce (Lightning)
- Five9
- LOS platforms
Benefits
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Role purpose
The Salesforce and Mortgage Systems Administrator acts as the owner of the company’s CRM, automation, reporting, and workflow infrastructure. The role is focused on building, maintaining, optimizing, and continuously improving systems that support lead generation, loan officer productivity, borrower experience, operational efficiency, and executive reporting. It ensures Salesforce remains the central operating system while enabling integrations with Five9, LOS platforms, communication systems, reporting tools, and future technology deployments. The ideal candidate views technology as a lever for accountability, visibility, and operational excellence.
What success looks like
- Lead response times show continuous improvement.
- Manual tasks are reduced through automation.
- Loan officers spend more time originating and less time on administrative work.
Pay
$100,000.00 - $150,000.00 per year
Work location
Hybrid remote work arrangement in Troy, MI 48084
