About

We’re looking for an experienced SharePoint Developer / Microsoft 365 Specialist to design and build our internal SharePoint portal to centralize operations, marketing, HR, compliance, and sales workflows. The goal is to create a clean, branded intranet site where our loan officers, processors, and managers can securely access resources, templates, SOPs, and reports — all under one platform. Responsibilities Set up and configure a new SharePoint Online site within our Microsoft 365 tenant. Build structured site collections and permissions for each department: Sales / Loan Officers Operations / Processing Compliance / DFPI Docs HR / Onboarding Marketing / Content Library Training Portal Management Reports Apply My Company Name branding (navy #0A1F44, light blue #4DB7E1). Create a home page with quick links, announcements, KPIs, and document access. Integrate SharePoint with Teams, OneDrive, Power Automate, and Outlook. Set up secure access levels for staff, management, and external partners. Implement version control and retention policies for compliance. Build simple workflows (e.g., upload triggers notification, document approval). Deliver documentation and short Loom walkthroughs for admin use. Deliverables Fully functional SharePoint intranet with: Departmental folders and permissions Branded homepage & navigation bar Document libraries with versioning HR & Training hubs Power Automate workflows for notifications OneDrive and Teams integration Admin documentation (how to manage users, permissions, updates). Experience Needed Proven experience setting up SharePoint Online / Microsoft 365 environments. Familiarity with Power Automate, Teams, and OneDrive integrations. Understanding of compliance and security permissions (financial or real estate background is a plus). Strong design sense — clean, easy-to-navigate layout. Excellent English communication and documentation skills. Preferred Skills Microsoft Certified in M365 or SharePoint Experience with mortgage or escrow companies Workflow automation (Power Automate / Power Apps) Knowledge of DFPI or financial data privacy standards Collaboration & Reporting Work directly with me for vision and approvals. Weekly progress updates via Upwork messages or Teams. Use checklist milestones for structure: Layout & Permissions Branding & Content Migration Workflow & Automation Final Testing & Documentation Timeline: 2–4 weeks total Start Date: Immediate