Green Card Lead Management Jobs
Lead Management roles in forecasting, pipeline strategy, and revenue operations qualify for EB-2 or EB-3 green card sponsorship through the PERM labor certification process. Employers file with DOL before petitioning USCIS, creating a path to permanent residency rather than a temporary status.
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PenFed is hiring a (Hybrid) Leads Management Analyst at our San Antonio, Texas or Phoenix, Arizona location. The Analyst, Leads Management, will assist with the implementation of leads management campaigns to optimize mortgage and home equity loan production. This individual will assist in building and optimizing a mortgage lead workflow through Velocify that integrates with key platforms to ensure that leads are distributed, dispositioned, and prioritized accordingly. The role will support department work with operational teams and assist in providing requirements, prioritizing efforts, and project delivery. This individual will also work closely in department management to develop metrics, create reports, optimize lead campaigns, and provide necessary tools to the loan officers to maximize performance.
Responsibilities
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties, and the position will perform other duties as assigned.
- Support department leadership in their work with external vendors and PenFed IT to build/integrate technology related to mortgage and home equity lines of business.
- Maintain existing reports and dashboards to meet the timeframes of various stakeholders.
- Monitor performance of scorecards, source reports, and surveys.
- Identify opportunities and recommend solutions to automate and improve efficiency of existing reports and dashboards through internal or third-party resources.
- Provide reporting, documentation, and analytics support for complex, multi-disciplined CRM projects.
- Implement department strategies for generating, capturing, and routing leads to the appropriate channels and resources.
- Implement department strategies for lead prioritization and scoring, and ensure the CRM has these capabilities.
- Implement department strategies to support pipeline accuracy and the display of key status, actions, cycle time, and capacity.
- Monitor results closely to identify and troubleshoot lead capture or routing obstacles, to keep the ecosystem running smoothly.
- Create and actively audit lead sources in the CRM, ensuring all leads are routed properly and that resources are fully utilized and optimized to ensure peak performance.
- Develop, generate, analyze, and distribute reporting to include real-time adjustments and campaign changes to drive peak performance metrics, related to the dialer's performance and strategy objectives as well as agent statistics, and identify trends to help determine the need for strategy refinement.
- Support the establishment of new campaign set-ups and maintain dialer, daily production, client, and workforce monitoring reports.
- Knowledge of TCPA and various state regulations and its impacts to the Dialer operations, Lead management, and callable hours.
- Manage internal and external service provider outages, support system recovery, and business continuity planning.
- Assist in strategy and planning sessions as required, developing project scope with stakeholders for approved projects.
- Facilitate workflow that enables loan officers to work leads efficiently and recommend new functionality and tools to help maximize performance.
- Assist with the execution and management of email and SMS contact strategies to members and prospective members.
- Evaluate data quality to ensure standards and guidelines are met.
- Participate in corporate projects as requested, to include networking events.
This role is responsible for ensuring business continuity.
Qualifications
Equivalent combination of education and experience is considered.
- Bachelor's degree in business administration is required, or a combination of education and experience that provides the necessary skills and knowledge to satisfactorily perform the essential job functions.
- Minimum of four (4) years of experience in lead management and/or CRM required.
- Minimum of two (2) years of experience in the Velocify/Salesforce ecosystem (Sales and/or Service cloud, Ideas and Knowledge) or equivalent CRM/lead management system is preferred.
- Experience with Agile development processes required.
- Experience with Genesys Cloud and/or Salesforce required.
- Demonstrated analytical and quantitative skills to analyze, interpret, and translate data.
- Demonstrated ability to manage multiple priorities and utilize internal and external resources to achieve goals.
- Excellent verbal and non-verbal communication skills, with an ability to review complex issues and make sound decisions.
- Must be service-oriented and demonstrate collaborative behaviors.
- Committed to standards of the highest professionalism and ethical behavior, with the ability to handle confidential information with discretion.
- Experience using A.I. tools preferred.
Supervisory Responsibility
This position will not supervise employees.
Licenses and Certifications
There are no additional certifications required.
Work Environment
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.
Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.
Travel
The ability to travel to various worksites and be on call may be required.
LI-Hybrid
Benefits
At PenFed, we offer a robust benefits package designed to support you both personally and professionally. You'll have access to comprehensive health, dental, and vision plans; paid time off; and family-friendly benefits like paid parental leave, care support, and fitness center access. Financial wellness is encouraged through features like a 401(k) match, employee loan discounts, and fully paid life and disability coverage. We also support growth via education assistance, community involvement, and volunteer opportunities.
Our Purpose
Helping members achieve their dreams since 1935.
Pentagon Federal Credit Union (PenFed) is one of America's largest federal credit unions, serving 2.8 million members worldwide with $29 billion in assets. PenFed offers market-leading certificates, checking and savings, credit cards, personal loans, mortgages, auto loans, and a wide range of other financial services, always with members' interests in mind. PenFed is federally insured by the NCUA and is an Equal Housing Lender.
Berkshire Hathaway HomeServices PenFed Realty, LLC is a full-service real estate company ready to assist our clients with buying, selling and renting a home. The company is a wholly owned subsidiary of PenFed Credit Union and is the largest independently-owned brokerage in the Berkshire Hathaway HomeServices network, placing us in the top 1% of all real estate brokerages in the country.
With almost 60 offices and nearly 2,000 world-class sales professionals, we offer complete service coverage in Virginia, Maryland, the District of Columbia, Delaware, Pennsylvania, West Virginia, Florida, Tennessee, Kansas and Texas. In addition, we also offer specialized client services which include management of vacation properties and long-term rentals, corporate relocation services and national referral network.
Equal Employment Opportunity
PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.
PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 402-639-8568.
Job Overview
PenFed is hiring a (Hybrid) Leads Management Analyst at our San Antonio, Texas or Phoenix, Arizona location. The Analyst, Leads Management, will assist with the implementation of leads management campaigns to optimize mortgage and home equity loan production. This individual will assist in building and optimizing a mortgage lead workflow through Velocify that integrates with key platforms to ensure that leads are distributed, dispositioned, and prioritized accordingly. The role will support department work with operational teams and assist in providing requirements, prioritizing efforts, and project delivery. This individual will also work closely in department management to develop metrics, create reports, optimize lead campaigns, and provide necessary tools to the loan officers to maximize performance.
Responsibilities
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties, and the position will perform other duties as assigned.
- Support department leadership in their work with external vendors and PenFed IT to build/integrate technology related to mortgage and home equity lines of business.
- Maintain existing reports and dashboards to meet the timeframes of various stakeholders.
- Monitor performance of scorecards, source reports, and surveys.
- Identify opportunities and recommend solutions to automate and improve efficiency of existing reports and dashboards through internal or third-party resources.
- Provide reporting, documentation, and analytics support for complex, multi-disciplined CRM projects.
- Implement department strategies for generating, capturing, and routing leads to the appropriate channels and resources.
- Implement department strategies for lead prioritization and scoring, and ensure the CRM has these capabilities.
- Implement department strategies to support pipeline accuracy and the display of key status, actions, cycle time, and capacity.
- Monitor results closely to identify and troubleshoot lead capture or routing obstacles, to keep the ecosystem running smoothly.
- Create and actively audit lead sources in the CRM, ensuring all leads are routed properly and that resources are fully utilized and optimized to ensure peak performance.
- Develop, generate, analyze, and distribute reporting to include real-time adjustments and campaign changes to drive peak performance metrics, related to the dialer's performance and strategy objectives as well as agent statistics, and identify trends to help determine the need for strategy refinement.
- Support the establishment of new campaign set-ups and maintain dialer, daily production, client, and workforce monitoring reports.
- Knowledge of TCPA and various state regulations and its impacts to the Dialer operations, Lead management, and callable hours.
- Manage internal and external service provider outages, support system recovery, and business continuity planning.
- Assist in strategy and planning sessions as required, developing project scope with stakeholders for approved projects.
- Facilitate workflow that enables loan officers to work leads efficiently and recommend new functionality and tools to help maximize performance.
- Assist with the execution and management of email and SMS contact strategies to members and prospective members.
- Evaluate data quality to ensure standards and guidelines are met.
- Participate in corporate projects as requested, to include networking events.
This role is responsible for ensuring business continuity.
Qualifications
Equivalent combination of education and experience is considered.
- Bachelor's degree in business administration is required, or a combination of education and experience that provides the necessary skills and knowledge to satisfactorily perform the essential job functions.
- Minimum of four (4) years of experience in lead management and/or CRM required.
- Minimum of two (2) years of experience in the Velocify/Salesforce ecosystem (Sales and/or Service cloud, Ideas and Knowledge) or equivalent CRM/lead management system is preferred.
- Experience with Agile development processes required.
- Experience with Genesys Cloud and/or Salesforce required.
- Demonstrated analytical and quantitative skills to analyze, interpret, and translate data.
- Demonstrated ability to manage multiple priorities and utilize internal and external resources to achieve goals.
- Excellent verbal and non-verbal communication skills, with an ability to review complex issues and make sound decisions.
- Must be service-oriented and demonstrate collaborative behaviors.
- Committed to standards of the highest professionalism and ethical behavior, with the ability to handle confidential information with discretion.
- Experience using A.I. tools preferred.
Supervisory Responsibility
This position will not supervise employees.
Licenses and Certifications
There are no additional certifications required.
Work Environment
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.
Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.
Travel
The ability to travel to various worksites and be on call may be required.
LI-Hybrid
Benefits
At PenFed, we offer a robust benefits package designed to support you both personally and professionally. You'll have access to comprehensive health, dental, and vision plans; paid time off; and family-friendly benefits like paid parental leave, care support, and fitness center access. Financial wellness is encouraged through features like a 401(k) match, employee loan discounts, and fully paid life and disability coverage. We also support growth via education assistance, community involvement, and volunteer opportunities.
Our Purpose
Helping members achieve their dreams since 1935.
Pentagon Federal Credit Union (PenFed) is one of America's largest federal credit unions, serving 2.8 million members worldwide with $29 billion in assets. PenFed offers market-leading certificates, checking and savings, credit cards, personal loans, mortgages, auto loans, and a wide range of other financial services, always with members' interests in mind. PenFed is federally insured by the NCUA and is an Equal Housing Lender.
Berkshire Hathaway HomeServices PenFed Realty, LLC is a full-service real estate company ready to assist our clients with buying, selling and renting a home. The company is a wholly owned subsidiary of PenFed Credit Union and is the largest independently-owned brokerage in the Berkshire Hathaway HomeServices network, placing us in the top 1% of all real estate brokerages in the country.
With almost 60 offices and nearly 2,000 world-class sales professionals, we offer complete service coverage in Virginia, Maryland, the District of Columbia, Delaware, Pennsylvania, West Virginia, Florida, Tennessee, Kansas and Texas. In addition, we also offer specialized client services which include management of vacation properties and long-term rentals, corporate relocation services and national referral network.
Equal Employment Opportunity
PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.
PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 402-639-8568.
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Get Access To All JobsTips for Finding Green Card Sponsorship in Lead Management
Document your specialty occupation credentials early
PERM requires your employer to prove no qualified U.S. worker is available for your role. Gather transcripts, performance reviews, and evidence of specialized CRM or revenue-cycle expertise that distinguishes your Lead Management background from generalist candidates.
Target employers with active PERM filing history
Not every company that hires Lead Management professionals will sponsor a green card. Prioritize organizations that have filed PERM applications for similar roles before, which signals internal HR infrastructure for sponsoring foreign workers through the full EB-2 or EB-3 process.
Search green card sponsoring roles on Migrate Mate
Use Migrate Mate to filter Lead Management openings by employers with verified green card sponsorship history, so you're applying to roles where PERM sponsorship is already part of the hiring conversation rather than a negotiation you initiate after an offer.
Verify your prevailing wage category before accepting offers
Your employer must pay at least the DOL prevailing wage for your Lead Management role and location. Use the OFLC Wage Search to check the wage level tied to your job duties before signing an offer, since underpayment can invalidate an approved PERM application.
Clarify whether your role qualifies as EB-2 or EB-3
Lead Management positions requiring a master's degree or demonstrably specialized expertise in marketing automation or enterprise pipeline management may qualify under EB-2. Roles requiring a bachelor's degree with two or more years of experience typically fall under EB-3 skilled worker category.
Negotiate PERM filing start date during offer discussions
PERM processing at DOL currently runs well over a year before USCIS even receives your I-140 petition. Ask prospective employers to commit to a PERM filing start date in writing, since delays in initiating the process directly push back your priority date and green card timeline.
Green Card Lead Management: Frequently Asked Questions
Do Lead Management roles qualify for EB-2 or EB-3 green card sponsorship?
Most Lead Management positions qualify under EB-3 as skilled workers when they require a bachelor's degree and at least two years of experience. Roles with a demonstrated requirement for a master's degree or highly specialized expertise in revenue operations or enterprise CRM architecture may qualify under EB-2. Your employer's PERM application must reflect the actual minimum requirements of the position, not the credentials you personally hold.
How does green card sponsorship differ from H-1B sponsorship for Lead Management professionals?
An H-1B visa is a temporary nonimmigrant status with a six-year base limit and annual lottery exposure at the cap-subject level. Green card sponsorship through PERM and I-140 targets permanent residency with no annual cap at the EB-3 level for most nationalities. The tradeoff is timeline: PERM labor certification alone takes over a year, compared to H-1B processing that can complete in weeks. The permanence and freedom from lottery risk make green card sponsorship the stronger long-term path.
What does my employer need to do during the PERM process for my Lead Management role?
Your employer must conduct a supervised DOL recruitment campaign, including job postings, newspaper ads, and internal job orders, to demonstrate no qualified U.S. worker applied for the position. They then submit the PERM application to DOL. If certified, they file an I-140 immigrant petition with USCIS. Throughout this process, the job duties and minimum requirements on the PERM application must closely match your actual role.
How can I find Lead Management jobs that already include green card sponsorship?
Use Migrate Mate to search specifically for Lead Management openings at employers with a documented history of filing PERM applications for similar roles. This filters out companies that only sponsor H-1B visas or have no sponsorship infrastructure at all, saving you from pursuing roles where green card sponsorship would require you to convince the employer from scratch after receiving an offer.
Can I switch Lead Management jobs after my PERM application is filed?
Once your PERM is certified and your I-140 is approved, you accrue a priority date that travels with you in some circumstances. Under AC21 portability rules, if your I-485 adjustment of status has been pending for 180 days or more, you can change to a same or similar occupational classification without losing your priority date. Lead Management roles within the same SOC occupational group generally qualify, but confirm the job duties align before making a move.