- Compensation
- $13,200 – $18,000
- Employment
- Full-Time
JVM Lending, a leading U.S.-based mortgage company, is looking for a Data and CRM Specialist for a permanent remote position.
JVM Lending, a leading U.S.-based mortgage company, is looking for a Data and CRM Specialist for a permanent remote position.
We’re seeking a detail-oriented data professional with advanced Excel skills and CRM expertise to help manage, clean, and maintain accurate data across platforms. The ideal candidate has a sharp eye for detail, a strong understanding of data integrity best practices, and experience working with CRM systems. Familiarity with AI tools for automation and data analysis is a strong plus.
Key Responsibilities:
Perform advanced data manipulation and cleaning in Excel, using tools like Text-to-Columns, VLOOKUP/XLOOKUP, Conditional Formatting, Custom Sort, and complex formulas to maintain and improve data accuracy.
Manage, update, and maintain client and loan records within Salesforce, HubSpot, or similar CRM platforms, ensuring data is current and accurate.
Consolidate and reconcile data from multiple sources, ensuring consistency, integrity, and readiness for reporting or system input.
Document existing CRM workflows, including Salesforce flows and HubSpot automations, detailing logic, triggers, and expected outcomes for clear team understanding and future improvements.
Generate and distribute key reports from the CRM to support operational decision-making, compliance requirements, and performance tracking.
Proactively identify data discrepancies, errors, or gaps and implement corrective actions to uphold high standards of data quality.
Leverage AI tools and automation technologies to streamline data processes, enhance accuracy, and improve reporting capabilities.
Collaborate with teams to identify process improvement opportunities related to data management, CRM usage, and automation.
Assist in training and supporting staff on CRM best practices and data integrity protocols to ensure consistent and efficient system use.
Qualifications:
Must be a Filipino citizen currently residing in the Philippines.
Expert-level Microsoft Excel skills.
Proven experience with Salesforce, HubSpot, or comparable CRM platforms.
Salesforce Certified Administrator preferred.
Familiarity with AI-powered tools and automation platforms (e.g., Zapier, Python scripting).
Strong attention to detail and data accuracy.
Excellent written communication for documenting technical processes.
Ability to work independently and remotely with reliable internet and home office setup.
Preferred:
Experience in mortgage or financial services industry.
Knowledge of process mapping or flow diagramming tools.
Why Join Us?
Competitive salary with premium rates for top talent ($1,100–$1,500 USD)
Opportunities for growth and professional development
Work in a dynamic and innovative environment
24 PTO days annually, plus paid U.S. holidays off
Once hired, you will be managed under our partner agency, NightOwl Consulting, a Philippine-registered company — which means you'll be entitled to all government-mandated benefits
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JVM LendingJVM Lending is a hybrid residential mortgage lender headquartered in Walnut Creek, CA with an office in Dallas, TX. It offers home purchase loans and refinances across multiple licensed states, using a non-commissioned team model focused on fast, low-rate, transparent financing for homebuyers.
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