Position PurposeThe Mortgage Systems Administrator is responsible for the administration, optimization, and user enablement of CBHL's mortgage technology platforms, Loan Operating (LOS) which is Encompass, Customer Relationship Management (CRM) platform (Candid) and Point of Sale (POS) system (Blend). This role serves as the subject matter expert for all systems. The role ensures efficient system utilization across the organization by onboarding new employees, providing ongoing training and support, maintaining data integrity, and continuously improving workflows to enhance loan operational efficiency, user experience, and sales productivity.
Position Responsibilities- Serves as the primary administrator and subject matter expert for the Encompass loan origination system, including system configuration, maintenance, workflow management, user access, and ongoing optimization.
- Partner with Operations, Sales, Processing, Underwriting, Secondary, Compliance, and IT teams to identify process improvement opportunities and implement technology-driven solutions.
- Administer and maintain the Candid CRM and Blend POS platforms, including user setup, permissions, and configuration
- Lead onboarding for new employees, including system setup, training, and adoption support
- Develop and deliver training materials, documentation, and live sessions for loan officers, processors, and operations staff
- Serve as the primary internal point of contact for CRM and POS-related questions, troubleshooting, and issue resolution
- Monitor system usage and adoption; identify gaps and implement improvements to drive engagement and efficiency
- Maintain data integrity within CRM by auditing records, enforcing standards, and resolving discrepancies
- Assist with regulatory and compliance-related system requirements, including implementation of investor, agency, and internal policy updates
- Assist in the design and implementation of campaigns, pipelines, and automated communication within Candid
- Support integration efforts between CRM, POS, LOS (e.g., Encompass), and other internal systems
- Track and report on key metrics related to system usage, lead conversion, and operational efficiency
- Stay current on system updates, enhancements, and industry best practices; recommend and implement improvements
- Coordinate with vendors (Candid and Blend) for support, upgrades, and issue escalation
Minimum Education & Experience- Bachelor's degree in Business Administration, Finance, Information Systems, or related field preferred; equivalent combination of education and experience may be considered.
- 3+ years of experience administering mortgage technology platforms within the mortgage banking industry.
- Direct experience with CRM platforms and/or mortgage POS systems preferred
- Experience onboarding or training employees on software systems
- Strong understanding of residential mortgage workflows, including lead management through loan closing
- Proven ability to manage multiple projects, priorities, and deadlines in a fast-paced environment
Technical Knowledge and Skills- Proficiency with CRM systems and POS platforms.
- Working knowledge of Loan Origination Systems such as Encompass and system integrations
- Strong understanding of mortgage sales pipelines, lead management, and borrower workflow
- Ability to configure workflows, automation, and user settings within SaaS platforms
- Data management skills, including maintaining accuracy, reporting, and basic analytics
- Excellent troubleshooting and problem-solving abilities
- Strong communication skills with the ability to train both technical and non-technical users
- High level of organization and attention to detail
Compensation- Base Salary Range: $90,000 - $120,000 annually. Final determination of where you are at in the salary range is based on numerous factors such as geographical location, relevant experience, skill set, education, and ability to meet qualifications within the job description.
- Additional Compensation: This role will include a yearly annual target bonus based on individual performance.
Working ArrangementsWhy Join Us?- Join a growing company with a culture that fosters an entrepreneurial spirit
- Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more?
- Company Contributions to your 401k - Regardless of your contribution
- Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more!
- Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities
