Velocify Administrator

Description :About The Role.The Velocify Administrator owns the configuration, optimization, and governance of Velocify (ICE Mortgage Technology) to drive our lending funnel speed-to-lead, contact/appointment rates, application conversion, approval pull-through, and funded volume.Key Responsibilities :Platform Ownership & Configuration :- Configure queues, lead routing (round-robin, skills, capacity), SLAs, statuses, and outcome codes across the lending journey - Build compliant email/SMS/call cadences; manage templates, disclosures, DNC/opt-outs, quiet hours, and suppression rules.- Administer users, profiles/permissions, teams, and territories; enforce least-privilege and separation of duties.Funnel & Campaign Management :- Optimize dialer settings, callback SLAs, and time-of-day pacing; A/B test scripts and cadences.- Stand up alerting/auto-escalations for SLA breaches and hot-lead signals, surface prioritized worklists to loan officers.Integrations & Data :- Partner with IT to integrate Velocify with LOS/CRM/MarTech and telephony (Five9).- Define data contracts/mappings; monitor ETL/API jobs; resolve sync failures and data drift.- Build and QA dashboards for lead source ROI, speed-to-lead, contact?app, app?approval, approval?funded, pull-through, producer productivity, and pipeline hygiene.Release & Change Management :- Intake/prioritize business requests; translate into stories/config changes with acceptance criteria.- Run UAT/regression; manage stage?prod promotions; publish release notes and quick guides.- Monitor post-release KPIs; roll back or iterate quickly as needed.Enablement & Support :- Provide tier-2 admin support and troubleshooting; resolve routing/cadence/report issues.- Train loan officers, team leads, and sales managers, create job aids and best-practice playbooks.Qualifications :- 3+ years hands-on administering Velocify (or comparable lead management platform) in consumer lending (mortgage, HELOC etc.- Deep knowledge of lending funnels and metrics: speed-to-lead, contact/appointment rate, app conversion, approval/pull-through, funded rate, lead-source ROI.- Demonstrated experience with dialer/SMS/email setup, routing logic, SLAs, templates, and producer worklists.- Practical understanding of lending compliance (ECOA/Reg B, FCRA, TCPA, CAN-SPAM, GLBA, UDAAP; HMDA for mortgage) and how to operationalize controls in systems.- Proficiency building reports/dashboards and analyzing performance to drive continuous improvement.- Excellent stakeholder management, documentation, and change-management discipline.- Experience running A/B tests on cadences/scripts and implementing coaching loops.- Exposure to Encompass, Loanserv(Sagent) and contact-center platforms (Five9).Whats in it for you ?- Competitive compensation and full benefits package include medical, dental, and vision.- 100% company-paid life insurance and disability coverage.- 401K with company matching.- 17 days PTO (increases with tenure) and 9 company paid holidays.- Professional but fun, casual work environment and great team culture. (ref:hirist.tech)