Remote Velocify Admin

Velocify Administrator – Remote

Agility 360 is hiring Velocify Administrator for remote direct hire role. The Velocify Administrator will be responsible for managing and optimizing Velocify (ICE Mortgage Technology) to accelerate the lending process—improving lead response, contact rates, application conversions, and funded volume. This role translates Sales, Marketing, and Compliance needs into scalable, audit-ready workflows that enhance productivity and lead ROI.

Job Responsibilities:

Platform Ownership & Configuration

• Build compliant outreach cadences (email/SMS/call), templates, disclosures, and suppression rules.
• Configure and Manage queues, lead routing (round-robin, skills, capacity), SLAs, statuses, and outcome codes across the lending journey.
• Administer users, profiles/permissions, teams, and territories; enforce least privilege and separation of duties.
• Maintain data integrity via validation rules, deduplication, and field management.

Funnel & Campaign Management

• Enhance dialer settings, pacing, and callback SLAs; run A/B tests on scripts and cadences.
• Set up alerts/escalations for SLA breaches and hot leads; deliver prioritized worklists.

Integrations & Data

• Collaborate with IT to integrate Velocify with LOS/CRM/MarTech and telephony (Five9)
• Define data mappings, monitor sync jobs, and resolve data issues.
• Build dashboards for funnel metrics, ROI, productivity, and pipeline health.

Release, Change Management, & Support

• Intake/prioritize business requests; translate into stories/config changes with acceptance criteria.
• Run UAT/regression; manage stage?prod promotions; publish release notes and quick guides.
• Monitor post-release KPIs; roll back or iterate quickly as needed.

• Provide tier-2 admin support and troubleshooting; resolve routing/cadence/report issues.
• Train loan officers, team leads, and sales managers; create job aids and best-practice playbooks.

Experience:

• 3 years of Velocify administration in consumer lending (mortgage, HELOC, etc.).
• Expert in lending funnel metrics: lead speed, contact rates, conversion, pull-through, and ROI.
• Skilled in configuring outreach tools—dialers, SMS/email, routing, SLAs, templates, and worklists.
• Strong grasp of compliance (ECOA, FCRA, TCPA, CAN-SPAM, GLBA, UDAAP, HMDA) and system-level controls.
• Proficient in reporting and dashboarding to drive performance insights and improvements.
• Effective collaborator with strong documentation, stakeholder engagement, and change management.
• Experienced in A/B testing cadences/scripts and enabling coaching feedback loops.
• Familiar with platforms like Encompass, LoanServ (Sagent), and Five9.

Job Details:

• Schedule - full-time, remote
• Compensation - DOE
• Benefits package
• Life insurance and disability coverage
• 401K with company matching
• PTO