Salesforce Technical Implementation Specialist jobs in United States
info-icon
This job has closed.
company-logo

Lend-A-Loan LLC ยท 21 hours ago

Salesforce Technical Implementation Specialist

Lend-A-Loan LLC is seeking a skilled Salesforce Technical Implementation Specialist to lead and execute their Salesforce ecosystem strategy. This role involves designing, building, and optimizing the Salesforce platform to support mortgage lending operations and enhance customer experience.

Financial ServicesLendingResidential
Hiring Manager
Maureen Wallace
linkedin

Responsibilities

Design, configure, and implement Salesforce solutions including Sales Cloud, Service Cloud, and Experience Cloud to support mortgage origination, processing, and servicing workflows
Develop and maintain custom objects, fields, validation rules, flows, process automation, and Lightning components tailored to mortgage operations
Lead integrations between Salesforce and core mortgage systems including Loan Origination Systems (LOS), pricing engines, document management platforms, and third-party APIs
Build custom reports, dashboards, and analytics to provide actionable insights for sales, operations, and leadership teams
Manage user permissions, profiles, roles, and security settings to ensure data integrity and compliance with industry regulations
Collaborate with loan officers, processors, underwriters, and other stakeholders to gather requirements and translate business needs into technical solutions
Ensure Salesforce implementation adheres to mortgage industry compliance requirements including TRID, RESPA, and state-specific regulations
Provide technical documentation, training, and ongoing support to end users across the organization
Monitor system performance, troubleshoot issues, and implement enhancements to improve platform reliability and user adoption
Stay current with Salesforce releases, mortgage industry trends, and best practices to continuously improve our technology stack

Qualification

Salesforce Administrator CertificationSalesforce declarative toolsSOQLSOSLApex developmentSalesforce integrationData management practicesAgile developmentMortgage industry experienceLOSDevOps tools experienceProblem-solving skillsCommunication skills

Required

Bachelor's degree in Computer Science, Information Technology, Business, or related field
Salesforce Administrator Certification required; Platform Developer I or additional certifications strongly preferred
Demonstrated experience with Salesforce declarative tools including Flow Builder, Process Builder, and Lightning App Builder
Proficiency in SOQL, SOSL, and Apex development for custom functionality
Experience integrating Salesforce with external systems using REST/SOAP APIs and middleware solutions
Strong understanding of data management practices including data modeling, migration, and quality assurance
Excellent problem-solving skills with the ability to translate complex business requirements into scalable technical solutions
Strong communication skills with the ability to collaborate effectively across technical and non-technical teams
Experience working in agile development environments

Preferred

Prior experience in the mortgage, banking, or financial services industry
Familiarity with Loan Origination Systems such as Encompass, Calyx, or BytePro
Experience with Salesforce Financial Services Cloud or nCino
Experience with CPQ, document generation tools, or e-signature integrations
Platform Developer II, JavaScript Developer I, or Marketing Cloud certifications
Experience with DevOps tools and release management in Salesforce environments

Benefits

Competitive salary commensurate with experience
Collaborative, innovative culture focused on making homeownership accessible

Company

Lend-A-Loan LLC

twittertwitter
company-logo
We are a team of mortgage brokers who prioritize customer service to simplify the home loan process! At Lend-A-Loan LLC, we are proud to be an Equal Housing Opportunity company, committed to providing fair and equitable lending services to all individuals without discrimination.

Funding

Current Stage
Early Stage

Leadership Team

T
Travis Jamil
Mortgage Broker/President & CEO
linkedin
leader-logo
Christopher Khemmoro
Mortgage Broker/President
linkedin
Company data provided by crunchbase