Mortgage Technology Consultant at Lender Toolkit

, , United States -

Full Time

Start Date

Immediate

Expiry Date

17 Mar, 26

Salary

0.0

Posted On

17 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Mortgage Workflow, Encompass Administration, Project Management, Client Relationship Management, Problem Solving, Communication Skills, Technical Research, Attention to Detail, Customer Service, Java Script, SDK Programming, Business Rules, Regulatory Requirements, Agile Environment, Team Collaboration, Troubleshooting

Industry

Financial Services

Description

About the Role The Mortgage Technology Consultant works closely with Clients to assess needs, with Project Managers to stay on track, and with the rest of their team to apply necessary broad-spectrum Encompass® functionality to meet vital business requirements. This position requires an elevated knowledge of the mortgage loan workflow, from the initial loan application stage through the loan completion stage, along with advanced Encompass® administration experience, to improve and streamline workflows and processes for Lender Toolkit clients. What You’ll Own Ownership of multiple external client relationships, including identifying client needs, interpreting client problems, and communicating expectations. This includes leveraging extensive mortgage workflow knowledge along with Encompass administration experience to provide a reliable resource to address client needs. Organization of projects within the Teamwork Project Management software and communication of project statuses, with clear prioritization and history of work completed. This includes organizing and leading weekly project calls with each client, completing a consistent number of tasks and solutions to production, and ensuring ROI for the client. Developing functional, error-free, advanced Encompass solutions, with thorough scoping, testing, and documentation, that resolve client needs. Configuring Encompass environments, including Smart Client, Web, TPO, and Consumer Connect, using best practices. Adapting to new mortgage workflow and Encompass solutions and integrations when needed. Identifying opportunities for promotion of existing Lender Toolkit solutions to resolve client needs and deploying those solutions for improved client experience. Work on assigned internal projects to expand the existing product and service offerings for Lender Toolkit customers. Provide suggestions and solutions to expand and enhance the Lender Toolkit product library. Partnering and guiding team members on suggested solutions and training opportunities. Staying abreast of industry trends and regulatory changes and maintaining any required industry certificates (as needed). Embody our #teamplayer value and complete other duties/tasks as assigned. About You 3+ years experience administering ICE Mortgage Technology Encompass® platform including advanced knowledge of functions and programming/coding. 3+ year of understanding of mortgage lending and regulatory requirements and their application to a general production workflow. Proficient in Encompass® programming of business rules, input forms, custom print forms, DDM, TPO setup, Consumer Connect Setup, alerts, templates, tasks, hard stops, and other file flow checks & balances. Familiarity with Encompass® Web, Java Script, SDK programming of plug-in extracts, and Developer Connect. Possess excellent verbal and written communication skills and the ability to interact professionally, confidently, and intelligently with a diverse group of mortgage professionals, including executives, managers, and subject matter experts Ability to understand client needs and pain points and identify mortgage workflow challenges/opportunities to develop suitable business rules documentation, requirements, and specifications to then configure/modify Encompass® to meet those requirements. Ability to analyze and troubleshoot issues at a root level and identify and implement solutions to prevent issues in the future. Ability to identify the value of solutions provided and communicate that value to the client. Ability to work with minimal supervision and take initiative in pursuing position responsibilities and department goals with an ability to recognize and act on changing priorities. Ability to perform complex technological research work while being organized, acute attention to detail, high rate of accuracy with ability to manage multiple projects and operate in a high-volume, fast-paced environment. Excellent customer service skills and telephone presence are required with ability to demonstrate control and flexibility when dealing with difficult internal/external clients. Ability to maintain quality and high productivity when dealing with changing work demands. Willingness to travel if the need arises (1-3 trips per year). Tech Stack Encompass® Teamwork Project Management Software Microsoft 365 Agile Environment Perks and Benefits Remote Work: No daily commute, no traffic. Comprehensive Benefits: Medical, Dental, Vision and more to keep you and your family healthy. PLUS a free medical option for our employees. Monthly Socials: Play games, earn prizes, and have fun with all employees at Lender Toolkit. Wellness initiatives: Bi-Weekly Meditation, Group Challenges, and More! Power Coin Rewards System: Opportunity to Earn Points in exchange for gift cards, experiences, travel, and more! Lender Toolkit welcomes all candidates with equal opportunity. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Lender Toolkit is a fully remote company with employees all over the country. At this time however, we are unable to hire candidates who reside in the state of California or New York. #LI-BS1

Responsibilities

The Mortgage Technology Consultant is responsible for managing client relationships, assessing needs, and developing advanced Encompass solutions to improve workflows. They will also organize projects, lead client calls, and stay updated on industry trends.