Job Description
Manage the intake, mapping, and routing of leads using in-house CRM and lead management systems. Ensure all incoming leads are properly attributed and routed to the appropriate teams based on current business rules and best practices. Monitor lead flow daily and act quickly to resolve discrepancies in lead allocation or data accuracy. Serve as the technical owner of the lead routing lifecycle-from lead creation through delivery to the dialer and sales teams.
Develop, implement, and refine scalable lead allocation models and processes. Collaborate with intake teams to design dynamic routing strategies based on lead source, scoring, and skill-based criteria. Assist with defining stakeholder requirements and translating them into efficient workflows and allocation logic.
Partner with the data team to generate and analyze reports that track lead volume, distribution, conversion, and fulfillment goals. Identify inefficiencies in the lead pipeline and participate in testing and optimization efforts. Provide insights during monthly reviews regarding goal setting, team capacity, and lead effectiveness. Actively monitor lead routing systems to ensure real-time delivery and system health. Investigate and resolve issues such as missing lead sources, improper routing, or allocation gaps.
About New American Funding
New American Funding is a nationwide mortgage lender dedicated to providing tailored home financing solutions to borrowers across the United States.