Velocify Administrator

**Job Description:** As a Velocify Administrator at the company, you will play a crucial role in the configuration, optimization, and governance of Velocify (ICE Mortgage Technology) to enhance various aspects of the lending funnel. Your responsibilities will include translating Sales, Marketing, and Compliance requirements into efficient workflows that increase producer productivity and lead ROI. **Key Responsibilities:** - **Platform Ownership & Configuration:** - Configure queues, lead routing, SLAs, statuses, and outcome codes across the lending journey. - Build compliant email/SMS/call cadences and manage templates, disclosures, DNC/opt-outs, and suppression rules. - Administer users, profiles/permissions, teams, and territories while enforcing least-privilege and separation of duties. - Maintain fields/picklists, validation rules, de-duplication, and data hygiene standards. - **Funnel & Campaign Management:** - Optimize dialer settings, callback SLAs, and time-of-day pacing. - A/B test scripts and cadences for better performance. - Implement alerting/auto-escalations for SLA breaches and hot-lead signals to enhance loan officer productivity. - **Integrations & Data:** - Collaborate with IT to integrate Velocify with LOS/CRM/MarTech and telephony systems. - Define data contracts/mappings, monitor ETL/API jobs, and resolve sync failures. - Build and QA dashboards for lead source ROI, speed-to-lead, contact app, app approval, and more. - **Release & Change Management:** - Intake/prioritize business requests and translate them into configuration changes. - Run UAT/regression, manage stage prod promotions, and monitor post-release KPIs. - Roll back or iterate quickly as needed to ensure smooth operations. - **Enablement & Support:** - Provide tier-2 admin support and troubleshooting for routing/cadence/report issues. - Conduct training sessions for loan officers, team leads, and sales managers. - Create job aids and best-practice playbooks to enhance user understanding. **Qualifications:** - 3+ years of hands-on experience administering Velocify in consumer lending. - Deep knowledge of lending funnels and metrics. - Demonstrated experience with dialer/SMS/email setup, routing logic, and compliance controls. - Proficiency in building reports/dashboards and stakeholder management. - Experience with A/B tests, Encompass, Loanserv, and contact-center platforms. **About BSI Financial:** Founded in 1986, BSI Financial provides financial services to support sustainable homeownership. The company values emphasize doing what is right, problem-solving, and delivering on expectations, creating a professional yet fun work environment. **EEO Statement:** BSI Financial is an equal employment opportunity employer committed to diversity and inclusion in the workplace, offering competitive compensation, full benefits, and a supportive team culture.,