Single Point of Contact – Workflow Transformation

The project’s objective was to replace an outdated CRM system that relied on a third-party vendor with a modern Salesforce Sales Cloud solution customized for Reverse Mortgage Sales. The team successfully migrated data from the old system to the new Salesforce instance with the assistance of the Enterprise data team. In addition to that, the team conducted in-person training sessions for Reverse Mortgage Loan officers across various locations to ensure the new system’s successful adoption.

It’s worth mentioning that during this project, I obtained a certification as a Salesforce Administrator!

Description

  • Bank of America

  • 11/2018

Transformed the way 20,000 associates helped people through the Mortgage Crisis.