Velocify Administrator - Campaign Management System

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!.