Mortgage System Analyst (Encompass)

at  FirstBank

SUMMARY:

This role will support the Encompass mortgage originating system effectiveness and operating efficiency by maintaining various system components, routine review of configuration and usage as well as being a point of contact for general technical questions.

Essential Duties and Responsibilities:

• Support the deployment of approved system change requests and enhancements to Encompass system functionality.
• Assist Compliance in ensuring Encompass is functioning consistently in accordance with applicable laws and regulations relating to mortgage lending and information security.
• Maintain users, roles, profiles, security settings, and loan access settings.
• Maintain business rules for data entry, workflow progression and regulatory compliance as requested by each business group.
• Maintain loan setup settings as applicable to ongoing business needs.
• Maintain complete document library, build custom documents as needed and maintain eFolder settings to ensure preservation of a complete paperless environment with requisite document retention. Create and maintain report library and build custom reports as necessary for business groups.
• Create custom fields, documents, and data entry forms.
• Perform routine review of code, configuration, data, and usage to ensure long-term viability, integrity, and adoption of the program.
• Provide technical documentation on all process, feature, and workflow changes for proper documentation for communication to end users.
• Assist with system training initiatives.
• Gathers end-user feedback regarding service and addresses issues.
• Ensure all Help Desk tickets are processed timely and accurately.
• Provide additional training as needed.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE

• Minimum 3+ years’ mortgage banking industry experience.
• Minimum 3+ years’ experience as an LOS Administrator with Encompass 360 Banker Edition or equivalent mortgage banking LOS.
• Bachelor’s degree in a related Business or Computer Sciences discipline or 5 years equivalent work experience.
• Experience with Microsoft Office Products, including Word, Excel, Power Point, Visio, etc.
• Experience with Microsoft Visual Basic/VB.Net syntax.
• Advanced MS Excel functions like formulas, pivot tables, and macros.
• Functional understanding of SQL, XML, SOAP, and IIS web services.

SKILLS AND ABILITIES

• Strong analytical and problem-solving skills to critically evaluate the information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a more general understanding, distinguish presented user requests from the underlying true needs, and distinguish solution ideas from requirements.
• Excellent written and verbal communication skills.
• Experience working with and drafting requirements for application developers.
• Highly detailed and organized. Successfully engage in multiple initiatives simultaneously.

• Support the deployment of approved system change requests and enhancements to Encompass system functionality.
• Assist Compliance in ensuring Encompass is functioning consistently in accordance with applicable laws and regulations relating to mortgage lending and information security.
• Maintain users, roles, profiles, security settings, and loan access settings.
• Maintain business rules for data entry, workflow progression and regulatory compliance as requested by each business group.
• Maintain loan setup settings as applicable to ongoing business needs.
• Maintain complete document library, build custom documents as needed and maintain eFolder settings to ensure preservation of a complete paperless environment with requisite document retention. Create and maintain report library and build custom reports as necessary for business groups.
• Create custom fields, documents, and data entry forms.
• Perform routine review of code, configuration, data, and usage to ensure long-term viability, integrity, and adoption of the program.
• Provide technical documentation on all process, feature, and workflow changes for proper documentation for communication to end users.
• Assist with system training initiatives.
• Gathers end-user feedback regarding service and addresses issues.
• Ensure all Help Desk tickets are processed timely and accurately.
• Provide additional training as needed