Salesforce Business Process Analyst

2 weeks ago

Porac, Philippines beBeeMortgage Full time ₱500,000 - ₱1,000,000
Job Overview

We are seeking a highly skilled and experienced Salesforce Support Specialist to join our team.

As a key member of our global talent expansion team, you will play a crucial role in supporting lead qualification, application and documentation, client communication, and reporting tasks for mortgage lending processes.

  • Lead Qualification & CRM Support: Assist in vetting and qualifying inbound leads from advertising, online channels, and referrals; maintain accurate client records in Salesforce, including contact history and loan progress; monitor shared inboxes and triage client inquiries for timely follow-up.
  • Application & Documentation Support: Prepare and lodge client applications under guidance from Direct Sales Associates; ensure all supporting documents are complete and compliant with NCCP and AML/CTF standards; track outstanding items and follow up with clients to meet submission timelines.
  • Client Communication & Service: Draft client emails and follow-up messages post-meeting or post-settlement; support calendar scheduling for client calls and virtual meetings; assist with post-settlement servicing tasks such as loan increases or document updates.
  • Reporting & Process Improvement: Maintain task logs and contribute to continuous improvement initiatives; prepare weekly reports on lead conversion, application status, and SLA adherence; identify workflow bottlenecks and propose solutions.

This is a remote position that offers competitive salary and opportunities for career growth and development.

Key Requirements
  • Strong written English and client service orientation
  • High attention to detail and task ownership
  • Proficiency in Microsoft Office and Salesforce
  • Familiarity with mortgage lending processes and compliance
  • Ability to work independently and manage competing priorities

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