Merchants Bank NA · 2 weeks ago
Mortgage Systems / Encompass Administrator
Spring Grove, MN
Full-time
Hybrid
Entry, Mid Level
$79K/yr - $98K/yr
2+ years expMerchants Bank is seeking an experienced professional with mortgage and Encompass experience in the role of Mortgage Systems Specialist. The primary responsibility is to oversee all aspects of the mortgage systems and software, ensuring they are used to their full potential for maximum accuracy and efficiency.
BankingFinancial Services
Responsibilities
Monitor integrated applications to ensure systems are operating as expected
Responsible for new releases, test plans, and the production and testing environments for all mortgage systems
Administrator for Encompass features and overall functionality
Responsible for Encompass system configuration, business rules, template design and implementation, dynamic data management and customization
Oversee and communicate system changes timely to impacted areas
Document system workflows and business processes, and determine and communicate the impact of proposed enhancements or changes
Collaborate with other areas of mortgage, IT or third-party vendors on business plan objectives and other projects to ensure alignment on priorities
Coordinate with Data Engineer to utilize BI with Data Connect to create reports and dashboards for accurate reporting, risk mitigation and enhanced automation
Maintain TPO website and web design through Encompass TPO Connect
Coordinate and collaborate with the other Mortgage System Specialists team to assure proper system configuration and functionality
Mortgage Tech Help Desk – provide responses to issues and utilize helpdesk technology
Responsible for all aspects of the Encompass system and websites that are under Merchants Bank control including, but not limited to, version updates, product updates and/or additions, user permissions, and site functionality
Responsible for maintenance and updates of all other mortgage related systems and interfaces. This includes, but is not limited to Fannie Mae, Freddie Mac, FHA, VA, RD, Flood, Factual Data, and MHFA. This role interacts with various mortgage system providers to maximize the vendor relationship and resolve technical support issues in a timely manner
Research and development of existing and future products to enhance efficiency and automation
Prepare production and statistical reports to provide records for tracking, auditing, and managing purposes
Serves as liaison with IT for projects, system enhancements, etc
Consistently provide courteous and professional service to internal and external customers
Regular and dependable attendance is an essential function of the job
Adherence to compliance with laws concerning financial institutions
Employee will be expected to contribute to a positive working environment through words and actions
Employee may be asked to perform other duties as required by business needs
Employee will be expected to complete compliance and product knowledge assignments in a timely manner
Work in collaboration with IT/Project Management, business areas, and the project owner to complete assigned projects
Create or facilitate a detailed work plan which identifies and sequences the activities needed to successfully complete projects
Contribute to the evaluation of resources (time, money, equipment, etc) required to complete a project
Develop a schedule for project completion that effectively allocates the resources to the activities and receive stakeholder buy-in and participation
Develop and review the project schedule with appropriate input from those affected by the project activities; revise schedule as required
Determine the objectives and measures upon which the project will be evaluated at completion. IE, help the sponsors/owners define success
Qualification
Required
Undergraduate degree in business, technical, finance or related field
Two years of related work experience preferably in the mortgage field
Strong technical, analytical, organizational skills
Strong verbal and written communication skills
Self-motivated and capable of handling multiple projects simultaneously
Proficient in Microsoft 365 products (Word, Excel, PowerPoint, Teams, Outlook, OneDrive)
Understanding of mortgage systems administration
Amiable personality and be a team player
Technical capabilities along with a customer service mindset to drive and exceed customer satisfaction
Preferred
2+ years of mortgage banking experience
Encompass Administrator Certification
2+ years of technical software support or project management experience
Benefits
Health, dental, life, disability and vision insurance
Flexible spending accounts
401(k) and ESOP retirement plans
Bonus plan
Paid time off
Tuition reimbursement
Variety of voluntary supplemental insurance options
Company
Merchants Bank NA
Merchants Bank is a banking firm that offers business financing services in Minnesota and Wisconsin.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Sue Savat
CFO
Cindy Adolph
SVP Chief Risk Officer
Company data provided by crunchbase