Open Positions

Sales and Marketing Project Coordinator Dallas, TX

Reporting directly to the Sales & Marketing Operations Manager (SAMO), this position provides project management and administrative support, assists with marketing operations and sales support as assigned by the SAMO Manager.

This individual will support the marketing team in implementing tactical events and programs, and provide project and administrative support. They will be tasked to coordinate, execute, and maintain marketing communication plans and campaigns to meet organizational objectives, handle tradeshow planning and execution, drive new sales opportunities, and support active usage of existing and future products.

Reporting directly to the Sales & Marketing Operations Manager (SAMO), this position provides project management and administrative support, assists with marketing operations and sales support as assigned by the SAMO Manager.
This individual will support the marketing team in implementing tactical events and programs, and provide project and administrative support. They will be tasked to coordinate, execute, and maintain marketing communication plans and campaigns to meet organizational objectives, handle tradeshow planning and execution, drive new sales opportunities, and support active usage of existing and future products.

Primary Duties:

  • Create and Execute Project Plans/ Calendar
  • Create execution calendar by brand/project, with steps and deadlines for each w/ support and oversight from Brand Managers
  • Manage projects on a tactical execution level
  • Facilitate projects with marketing vendors
  • Send copy, design and project requests to appropriate marketing vendors
  • Manage quotes and gather samples (e.g. paper stock, folder samples, giveaway items, etc.)
Content Management / Calendar –
  • Work in conjunction with Communications Manager to create and manage master communication schedule by target audience by brand
  • Social Media management - Posting schedule by brand, manage execution
  • Email schedule by brand and list/target
  • Any other events, webinars and outbound communications 
Coordinate Email Campaigns
  • Manage schedule and tactical execution w/ Digital Martech Manager (copy approval, get to layout/assist with design, deployment dates)
  • Track email campaign stats (open rates, CTRs, a/b testing)

Coordinate Advertising Tasks

  • Manage advertising calendar and creative due dates
  • Engage with Brand Manager for direction and designers for deliverables

Tradeshow Execution

  • Work with Events Manager to execute all tradeshow coordination tasks assigned, including but not limited to transportation, hotel and conference registrations; tradeshow exhibit planning, packing and shipping management; tradeshow assets management
Marketing Research
  • Monitor competitive market and product information (google alerts, media, etc.) and create master resource as directed by Brand Managers
  • Follow industry trends (marketing and mortgage) and submit to team regularly
  • Handle specific research tasks as needed 

Reports

  • Marketing Budgets/Spend by tactic / brand
  • SEO Reporting (Monthly by Brand by website) from
  • Google Analytics
Assume extra responsibilities, as required

Qualifications:
  • Minimum of 2-5 years of project coordination/management AND general marketing experience required
  • Experience with marketing processes, including promotional activities and product launches; execution of product advertising, events, tradeshows, and lead generation programs
  • Experience with Adobe Creative Cloud; Photoshop, InDesign, and Illustrator a plus.

Skills:

  • Ability to work in a fast-paced environment and handle aggressive timelines
  • Persuasiveness, adaptability, good judgment, and effective decision-making skills
  • Superb written and verbal communication skills
  • Excellent organization and planning skills
  • Strong problem analysis and problem-solving skills
  • Self-starter who can focus in a fast-paced environment, prioritize and multi-task successfully
  • Excellent analytical, organizational, time-management and creative thinking skills
  • Relevant mortgage industry knowledge a plus

Education:

  • Bachelor’s degree in marketing preferred 

PSG Consultant Dallas, TX

Our Professional Services team is seeking an energetic and knowledgeable individual to work with banks, credit unions, and other financial institutions to consult on Calyx systems and internal processes regarding consumer mortgage loans and lending.

This consultant will be responsible for:

  • Providing private consultation/training for Calyx customers, both at their sites and online via web conferencing
  • Developing, evaluating courseware for, and delivering public classes
  • Needs assessments/gap analyses for customers/clients
  • Keeping accurate records of all activities
  • Providing customer feedback to other departments, typically via post-consultation reports from all private consulting engagements

The candidate of choice will have:

  • College degree (preferably business) or equivalent experience
  • A thorough understanding of the mortgage banking processes needed to go from a loan creation to a loan sale
  • 10 years experience in the mortgage industry (15 preferred)
  • Intermediate to advanced proficiency in Point software
  • Familiarity with Point Central or Point Data Server software
  • Comfortable knowledge of web conferencing tools, preferably GoToMeeting/ GoToWebinar
  • Job experience in a direct training role.
  • Bilingual (English / Spanish) a plus
  • Experience producing videos a plus (Camtasia software)

This position is based in the Dallas office and requires travel up to 50% of the time, at company expense.

Job Type: Full-time

Experience:

  • Mortgage Industry: 10 years (Preferred)

Education:

  • Bachelor's (Preferred)

Required travel:

  • 50% (Preferred)

Business System Analyst Dallas, TX

A successful Business System Analyst for mortgage loan origination software will be able to construct workflows, study system capabilities and have the end user’s perspective, to write clear requirements for Development and QA. Possess the necessary soft skills to positively interact with all internal and external clients.

Primary Duties:

  • Convert user stories into smaller detailed user stories that developers, QA resources and technical writing resources can clearly understand
  • Functional Requirements Writing for Calyx Products (includes content and screen design)
  • Work with Product Managers and various other members (Engineers, Testers, Support, Trainers, Business Analyst) to produce content for Functional Requirements.
  • Provide flow chart walk-throughs or presentations for design concepts
  • Provide walk-throughs of their functional requirement documents
  • Handle multiple projects with time sensitive deadlines
  • Any other duties as assigned

Skills/Qualifications:

  • Advanced user of Adobe products, MS Office, SharePoint
  • Minimum 3 years’ experience mortgage origination or processing
  • Ability to manage time and multi-task in fast-paced environment
  • Ability to learn Calyx Loan Origination Software for technical writing
  • Ability to write with the end-customer perspective in mind to facilitate successful product usage.
  • Work well with teams and individually in a positive manner
  • Excellent written and verbal skills
  • Strong analytical skills with attention to detail
  • Excellent Critical Thinking skills
  • Quick learner
  • Be extremely responsible and dependable
  • Good attendance and punctuality record
  • Bachelor’s degree in English, Communication, or Information Technology required or comparable work experience
  • Microsoft Access or SQL experience strongly preferred

Senior Quality Assurance Engineer Dallas, TX

A successful QA Manager will be able to manage multiple testing teams and products, meet tight deadlines, train staff in testing task and improve the overall quality of products with the goal of being defect free. The purpose of this position is to:

  • Provide strong QA Team leadership
  • Build quality assurance process
  • Manage QA team members’ training and performance
  • Distribute and manage team members’ tasks
  • Create test automation
  • Conduct software tests
  • Document software Issues
  • Improve processes
  • Web development
  • Evaluate Projects
  • Create documentation of test system scenarios, test cases & test scripts
  • Participate and contribute in review, retrospective & planning meetings
  • Work independently or collaboratively with Product Development Management-PDM, Product Development Group-PDG, QA in San Jose & Project Management members

Description of Responsibilities Primary Duties

  • Work closely with members of Product Development Management team to provide function testing support and document functionality of systems
  • Manage daily QA activities
  • Communicate test progress, test results and other relevant information
  • Test design based on the Use Case Specification
  • Create testing/validation plans and conduct reviews of various business functions
  • Build environment for performance testing, create test performance scenarios & analyze results
  • Train other team members or departments as required on QA or UAT testing
  • Train team members to write script automation • Other duties as assigned Skills/Qualifications:
  • Advance Software Quality Engineer Certification (ASQE)
  • Software Tester Certification
  • Minimum 10 years’ experience in software Quality Assurance
  • Knowledge of HTML, SQL and Java
  • Familiar with Windows 10 O/S and Mac 10.7 or higher O/S
  • Familiar with MS Windows Server 2003, 2008 and 2012
  • Experienced with MS Office 2010 & 2013 (Excel, Wood and PowerPoint)
  • Excellent written and verbal skills
  • Critical thinking abilities to analyze issues
  • Takes initiative to learn independently and on projects
  • Work will with others or individuality
  • Take instructions well
  • Be extremely responsible, dependable and detailed-oriented
  • Good attendance and punctuality record

Other:

  • Work in high stress environment to meet deadlines
  • Possess excellent organizational, time-management, and creative thinking skills
  • Have good listening skills, communicate clearly and concisely internally/externally
  • Have excellent follow-thru and follow-up

Professional Services Consultant - Mortgage Software Dallas, TX

The successful Professional Services Consultant will serve as a two-way conduit through which client feedback flows to functional Departments within Calyx. This Consultant will focus on training our clients, sharing information with Calyx Departments, and will communicate necessary information to clients in a proactive approach to improve Calyx Software quality standards.

  • Train new and existing clients online, onsite, in webinars and at tradeshows
  • Become a Product Specialist in all Calyx products
  • Create and implement training material to enable efficiencies in software use and educate on industry best practices

Description of Responsibilities

Primary Duties

  • Establish and maintain procedures and processes to ensure communication activities are carried out in a consistent and efficient manner within the Dedicated Customer Service team
  • Maintain internal communications within various Calyx departments regarding Calyx products
  • Maintain close relationships with internal Calyx departments to determine appropriate planning and tactical decision-making – including iUpdates, Release Plans and Knowledge Base Articles
  • Provide technical information to Marketing for client emails, sales materials and Release Plan deliverables to ensure clear client communications
  • Complete client online and onsite trainings, conduct monthly webinars, and participate in tradeshow events as a product specialist
  • Create and implement training material to assist with recommendation on company workflows
  • Train clients on efficiencies in the software and educate on best practices within the industry
  • Perform other duties as assigned

 

Skills/Qualifications

  • Minimum of 10 years’ experience as a successful Loan Originator
  • Experience with loan origination systems in general (Point, PointCentral experience a plus)
  • Excellent written and verbal communications skills
  • Experience working in high pressure environments
  • Successful in meeting deadlines
  • Must be flexible and adaptable to ongoing changes
  • Possess excellent organizational, time-management and creative thinking skills
  • Self-starter who can stay focused in a fast-paced environment

Education

  • Minimum of Bachelor’s degree required

National Account Sales Representative Dallas, TX

This position is located in Dallas, TX and does not include relocation assistance.

Grow revenue and our client base by acquiring new financial institution clients from cold calling, prospecting, lead management and networking.

A success National Account Sales Representative develops new business by analyzing account potential, engaging prospective clients, and initiating, developing and closing sales.

Description of Duties

Primary Duties:

  • Research and qualify potential prospects according to criteria established by Director of Business Development.

  • Initiate sales process by sending emails and making cold calls to potential leads to qualify prospect potential.

  • Develop relationships with qualified prospects

  • Perform sales presentations and demonstrate product features, benefits and usage techniques.

  • Conduct onsite meetings to foster sales and build relationships.

  • Close sales by overcoming objections, preparing and negotiating agreements, and drafting proposals.

  • Use internal CRM consistently to record all activities, maintain accurate and complete prospect information, manage new opportunities and create sales reports.

  • Keep management informed by submitting activity and results reports, such as daily call reports, weekly work plans, and territory analyses.

  • Attend and participate in Tradeshows and User Conferences.

 

Secondary Duties

  • Assist in management of new sales leads received directly, through client referrals, via channel partners, or by other means, as directed.

  • Assist in maintaining and adjusting the content of sales presentations and proposals, as directed.

  • Contribute information to sales and product development strategies by evaluating current product results; identifying needs to be filled; monitoring competitive products; analyzing and relaying customer requests and reactions.

  • Continually update sales, industry and product knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.

  • Enhance department and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job responsibilities.

 

Skills/Qualifications:

  • Minimum of 5 years of B2B sales experience, preferably with SaaS provider or mortgage-related service company.

  • Cold calling and prospecting expert.

  • Credibility to work well with corporate partners and support their needs.

  • Personal style, presence and communication skills to represent LoanScorecard at industry events, trade shows, and sales meetings.

  • Analytical skills to track and measure results from sales and partner activities and establish best practices for future efforts.

  • Excellent verbal and written communication skills to create quality emails, proposals, and other communications.

  • Self-starter who can stay focused in a fast-paced environment.

  • Willingness and ability to be hands-on and proactive in helping clients and colleagues.

  • Ability to travel up to 20%, as required.

Other:

  • Excellent analytical, organizational, time-management and creative thinking skills.

  • Exceptional listener and communicator with extraordinary follow-thru and follow-up.

  • Self-confident, easy to work with and high energy.

Software Tester Level III Dallas, TX

A successful Software Tester Level II will be able to handle manual complex testing tasks including test planning, test case development, test execution to assure user stories meet acceptance criteria on Calyx products and 3rd party vendors.

The purpose of this position is to:

  • Back-up and/or support Product Managers

  • Validate DU & LP AUS systems findings including file documentation

  • Create documentation of test systems scenarios, test cases & test scripts

  • Participate and contribute in review, retrospective & planning meetings

  • Work independently and collaboratively with PDM, PDG, QA & PMO members

Description of Responsibilities

Primary Duties

  • Work closely with members of Product Development Management team to provide function testing support and document system functionality

  • Communicate test progress, test results and other relevant information

  • Test design based on the Use Case Specification

  • Create testing/validation plans and conduct reviews of various business functions

  • Build environment for performance testing, create test performance scenarios & analyze results

  • Train other team members or departments as required on QA or UAT testing

  • Cross-train on other PDM positions

  • Other duties as assigned

Skills/Qualifications:

  • Minimum of 2 years hands-on experience as a Mortgage Underwriter

  • Minimum of 4 year’ experience as a QA Analyst or UAT Analyst

  • Possess moderate to deep knowledge of mortgage underwriting and processing including:

VA, FHA, Jumbo, conforming, non-conforming and streamline loan programs

  • Familiar with Bug Tracker, Bugzilla, C#, HTML, Java, MS Access, Oracle, JIRA, SQL, SQL server, VB Script, Windows Server and XML

  • Excellent written and verbal skills

  • Provide excellent customer service

  • Critical thinking abilities to analyze issues

  • Takes initiative to independently and on projects

  • Work well with others and individuality

  • Take instructions well

  • Be extremely responsible, dependable and detail-oriented

  • Good attendance and punctuality record

 

Other:

  • Work in high stress environment to meet deadlines

  • Possess excellent organizational, time-management, and creative thinking skills

  • Have good listening skills, communicate clearly and concisely internally/externally

  • Have excellent follow-thru and follow-up

Interested in one of these positions? Submit your resume via email to samo@calyxsoftware.com.