OverviewThe Marketing & Sales Optimization Analyst is an entrylevel role responsible for supporting the daily operations of Lakeviewโs lead management and contact center systems. This position manages core tasks including Velocify support, user configuration updates, newhire setup activities, and recurring reporting for Sales and Operations. The role offers broad exposure to mortgage, marketing, sales operations, and contact center technology, providingย a strong foundationย for future growth as the analyst develops skills and begins contributing to larger projects. The pay range for this position is $65k-75k.
Responsibilities- Monitor and manage the shared Velocify support inbox; triage requests, resolve basic issues, and escalate complex cases as needed.ย
- Assistย in documenting system updates, support procedures, and user enablement materials.ย
- Collaborate with the Marketing/Sales Optimizationย teamย to manage theย configuration,ย maintenance, and enhancement of the Velocify lead management system.ย
- Assistย with the day-to-dayย operations of the call center by monitoringย call quality andย leadย dispositionย data.ย
- Manage and update user configurations in Zoom Phone/contact center platforms, ensuring users are placed in the correct queues and receiveย appropriate callย flows.ย
- Run and distribute daily lead, call, and SMS reporting for Sales and Operations.ย
- Validate data accuracy andย identifyย discrepancies, escalating issues whenย appropriate.ย
- Assistย with ad hoc data requests to support business inquiries.ย
- Evaluate lead, call, and pipeline activity of MLOs to drive performance improvement.ย
- Complete account setup and credentialing as well as provide support to new and existing usersย acrossย CD Originations.ย ย
- Provide employees with systems and process workflow resources and otherย support materials.ย
- Present continuing education material to seasoned MLOs to ensure new features and enhancements are effectively rolled out.ย
- Partnersย with Sales,ย Ops, IT, and Marketing as needed to ensure smooth daily operations.ย
- Support onย project related tasks such as user acceptance testing or data validation for configuration changes.ย
- Help gather information needed for system updates, routing adjustments, or ongoing operational improvements.ย
- Other duties as assigned.ย ย
Qualifications- High school diploma or equivalent required;ย Bachelorโs degree in Business, Marketing, or a related fieldย preferred,ย or equivalent experienceย
- 0โ2 years of experience in marketing, sales operations, business analytics, contact center operations, or a related field preferred.ย
- Strong organizational skills and attention to detail.ย
- Proficiencyย in MS Excel; familiarity with PowerPoint/PowerBIย is a plus.ย
- Ability to learn new systems quickly; curiosity about marketing/sales operations technology.ย
- Strong communicationย and interpersonal skills.ย
- Ability to work independently and manage multiple priorities.ย
Certifications, Licenses, and/or Registrationย
N/Aย
Physical Demands and Work Environmentย ย
While performing the duties of this job, the employeeย is regularly required toย sit and use hands to handle, touch or feel objects, tools, or controls.ย ย The employeeย frequentlyย is required toย talk and hear.ย ย The noise level in the work environment is usually moderate.ย ย The employeeย is occasionally required toย stand; walk; reach with hands and arms.ย ย The employeeย is rarely required toย stoop, kneel, crouch, or crawl.ย ย The employee must regularly lift and/or move up to 10 pounds.ย ย Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus.ย
EEOCย ย
Bayview is an Equal Employment Opportunity employer.ย ย All aspects of consideration for employment and employment with the Company are governedย on the basis ofย merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.ย
Revision Historyย
This section outlines the changes that have taken place since the process was originally approved. All approvals are on record and stored in the Human Resourcesย shared-drive.ย
#LI-Remote
Qualifications:
- High school diploma or equivalent required;ย Bachelorโs degree in Business, Marketing, or a related fieldย preferred,ย or equivalent experienceย
- 0โ2 years of experience in marketing, sales operations, business analytics, contact center operations, or a related field preferred.ย
- Strong organizational skills and attention to detail.ย
- Proficiencyย in MS Excel; familiarity with PowerPoint/PowerBIย is a plus.ย
- Ability to learn new systems quickly; curiosity about marketing/sales operations technology.ย
- Strong communicationย and interpersonal skills.ย
- Ability to work independently and manage multiple priorities.ย
Certifications, Licenses, and/or Registrationย
N/Aย
Physical Demands and Work Environmentย ย
While performing the duties of this job, the employeeย is regularly required toย sit and use hands to handle, touch or feel objects, tools, or controls.ย ย The employeeย frequentlyย is required toย talk and hear.ย ย The noise level in the work environment is usually moderate.ย ย The employeeย is occasionally required toย stand; walk; reach with hands and arms.ย ย The employeeย is rarely required toย stoop, kneel, crouch, or crawl.ย ย The employee must regularly lift and/or move up to 10 pounds.ย ย Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus.ย
EEOCย ย
Bayview is an Equal Employment Opportunity employer.ย ย All aspects of consideration for employment and employment with the Company are governedย on the basis ofย merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.ย
Revision Historyย
This section outlines the changes that have taken place since the process was originally approved. All approvals are on record and stored in the Human Resourcesย shared-drive.ย
#LI-Remote
Education:UNAVAILABLEEmployment Type: FULL_TIME