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Lender Toolkit · 3 days ago

Mortgage Technology Consultant

United States

Full-time

Remote

Mid Level

$85K/yr - $95K/yr

3+ years exp

Lender Toolkit is a Software Company in the Mortgage space, recognized for its rapid growth and expertise in optimizing the lending process. The Mortgage Technology Consultant will work closely with clients to assess their needs, manage projects, and apply Encompass® functionality to streamline workflows and improve client experiences.

ConsultingInformation TechnologySoftwareTechnical SupportTraining

Responsibilities

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

Qualification

Encompass® administrationMortgage workflow knowledgeEncompass® programmingJava ScriptSDK programmingCustomer service skillsCommunication skillsProblem-solving skillsAttention to detailProject management

Required

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)