About this role
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