Salesforce Administrator

Description

CAKE Mortgage is a cutting-edge wholesale mortgage lender specializing in Non-QM products. We're redefining the lending experience with innovative programs, streamlined processes, and a commitment to speed and precision. As we grow, we're looking for forward-thinking professionals who thrive in fast-paced, collaborative environments.

We are seeking a skilled and motivated Salesforce Administrator to join our fast-paced development team. In this critical role, you'll take ownership of our Salesforce environment-driving optimization, supporting rapid product development, and helping turn concepts into actionable solutions with speed and precision.

Key Responsibilities

• Own the configuration, customization, and ongoing maintenance of Salesforce instances tailored to the Reverse Mortgage / Mortgage industry.
• Partner with developers, business analysts, and stakeholders to design and deliver Salesforce solutions that align with business goals.
• Manage user access, roles, profiles, and security settings to ensure data integrity and regulatory compliance.
• Build and maintain custom objects, fields, workflows, approval processes, and page layouts.
• Develop and update reports, dashboards, and analytics tools to support data-driven decision-making.
• Troubleshoot and resolve system issues efficiently, ensuring minimal disruption to users.
• Provide training and ongoing support to users, promoting Salesforce best practices.
• Monitor Salesforce releases and new features, identifying and implementing enhancements to improve performance.
• Maintain thorough documentation of system configurations, processes, and customizations.

Requirements

Why Join CAKE Mortgage?