Data and CRM Specialist

Job not on LinkedIn

🔥 12 hours ago

🇵🇭 Philippines – Remote

💵 $1.1k - $1.5k / month

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

JVM Lending

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 10+

💸 Finance

💳 Fintech

🏠 Real Estate

Finance • Fintech • Real Estate

JVM Lending is a mortgage lending company that provides competitive home loan options for individuals looking to buy or refinance their homes. The company prides itself on offering low rates and a streamlined, hassle-free mortgage process. They emphasize excellent customer service, available seven days a week, and a responsive team that supports clients through the entire lending process. JVM Lending is known for its 'No Loan Officer' model, ensuring clients are never pressured into decisions. They operate with advanced technology to enhance the customer experience and provide quick loan processing. Additionally, they offer specialized programs for first-time home buyers and refinancing, along with a commitment to fast closing times, typically within 14 days.

📋 Description

• Perform advanced data manipulation and cleaning in Excel using Text-to-Columns, VLOOKUP/XLOOKUP, Conditional Formatting, Custom Sort, and complex formulas • Manage, update, and maintain client and loan records in Salesforce, HubSpot, or similar CRM platforms • Consolidate and reconcile data from multiple sources • Document CRM workflows, including Salesforce flows and HubSpot automations • Generate and distribute CRM reports for operational decision-making, compliance, and performance tracking • Identify data discrepancies, errors, and gaps and implement corrective actions • Use AI tools and automation technologies to streamline data processes and improve reporting • Collaborate with teams on data management, CRM usage, and automation improvements • Train and support staff on CRM best practices and data integrity protocols

🎯 Requirements

• Must be a Filipino citizen currently residing in the Philippines • Expert-level Microsoft Excel skills • Proven experience with Salesforce, HubSpot, or comparable CRM platforms • 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 • Experience in mortgage or financial services industry preferred • Knowledge of process mapping or flow diagramming tools preferred • Salesforce Certified Administrator preferred

🏖️ Benefits

• Opportunities for growth and professional development • 24 PTO days annually • Paid U.S. holidays off • All government-mandated benefits through the Philippine-registered partner agency