Velocify Administrator

About the Role

The Velocify Administrator owns the configuration, optimization, and governance of Velocify (ICE Mortgage Technology) to drive our lending funnel—speed-to-lead, contact/appointment rates, application conversion, approval pull-through, and funded volume. You’ll translate Sales, Marketing, and Compliance requirements into scalable, audit-ready workflows that boost producer productivity and lead ROI.

Key Responsibilities

Platform Ownership & Configuration

• Configure queues, lead routing (round-robin, skills, capacity), SLAs, statuses, and outcome codes across the lending journey (inquiry ? prequal ? app ? approval ? funding).
• Build compliant email/SMS/call cadences; manage templates, disclosures, DNC/opt-outs, quiet hours, and suppression rules.
• Administer users, profiles/permissions, teams, and territories; enforce 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.
• Stand up alerting/auto-escalations for SLA breaches and hot-lead signals, surface prioritized worklists to loan officers.

Integrations & Data

• Partner with IT to integrate Velocify with LOS/CRM/MarTech and telephony (Five9)
• Define data contracts/mappings; monitor ETL/API jobs; resolve sync failures and data drift.
• Build and QA dashboards for lead source ROI, speed-to-lead, contact?app, app?approval, approval?funded, pull-through, producer productivity, and pipeline hygiene.

Release & Change Management

• 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.

Enablement & Support

• 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.

Qualifications

• 3 years hands-on administering Velocify in consumer lending (mortgage, HELOC etc.).
• Deep knowledge of lending funnels and metrics: speed-to-lead, contact/appointment rate, app conversion, approval/pull-through, funded rate, lead-source ROI.
• Demonstrated experience with dialer/SMS/email setup, routing logic, SLAs, templates, and producer worklists.
• Practical understanding of lending compliance (ECOA/Reg B, FCRA, TCPA, CAN-SPAM, GLBA, UDAAP; HMDA for mortgage) and how to operationalize controls in systems.
• Proficiency building reports/dashboards and analyzing performance to drive continuous improvement.
• Excellent stakeholder management, documentation, and change-management discipline.
• Experience running A/B tests on cadences/scripts and implementing coaching loops
• Exposure to Encompass, Loanserv(Sagent) and contact-center platforms (Five9).

What’s in it for you?

• Competitive compensation and full benefits package include medical, dental, and vision.
• 100% company-paid life insurance and disability coverage!
• 401K with company matching!
• 17 days PTO (increases with tenure) and 9 company paid holidays!
• Professional but fun, casual work environment and great team culture!

About BSI Financial

Founded in 1986, we provide financial services that support our vision of enabling sustainable home ownership by practicing core values that embody doing what is right; emphasizing problem solving; delivering on expectations and winning with humility. Our clients include lenders and investors who make home financing possible.

BSI Financial was ranked multiple times in the SMU Dallas 100 list of the fastest growing
companies in North Texas and was twice named to the Inc. 5000 list of the fastest growing U.S. companies.

EEO Statement

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status, or any other characteristic protected by law.