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Point of Sale Systems Administrator jobs in United States
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Evergreen Home Loans NMLS 3182 · 1 month ago

Point of Sale Systems Administrator

Evergreen Home Loans is a company dedicated to helping people achieve homeownership while providing exceptional service. The Point of Sale Systems Administrator is responsible for the administration, configuration, and optimization of the company's POS platform and related sales technology systems, supporting efficient mortgage production workflows and enhancing user experiences.
BankingFinanceLendingCreditFinancial ServicesFunding PlatformMortgage
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Responsibilities

Administer and maintain the company’s POS and related sales technology platforms across company, region, branch, and user levels
Manage system configuration, including templates, workflows, and user roles, ensuring alignment with business processes and compliance requirements
Provide outage updates, collect feedback, and recommend improvements
Partner with leadership in managing the POS vendor (nCino), including coordinating support cases, escalations, and enhancement requests
Monitor vendor releases, evaluate new features, and coordinate testing, communication, and rollout activities in alignment with business priorities
Support and execute change management activities, including tracking system updates, documenting changes, and ensuring effective communication and adoption across the organization
Collaborate cross-functionally with Production, IT, and Training teams to support system integrations, workflow alignment, and operational efficiency
Provide advanced user support and troubleshooting for loan officers, LOAs, and operations teams
Analyze user feedback and system performance to identify opportunities for process improvement and system optimization
Coordinate onboarding, refresher, and platform-specific training in partnership with the Training Department to drive adoption and effective system use
Develop and maintain documentation, job aids, and policies & procedures related to POS system usage and administration
Manage user access, including onboarding, role changes, and deactivation across systems
Maintain accurate user data and system records, including persona-based access and reporting needs
Support departmental coordination activities such as scheduling, communication, and project tracking
Other duties as assigned

Qualification

Point-of-Sale (POS) System AdministrationNCinoEncompassMortgage Technology PlatformsSystem ConfigurationWorkflow ManagementUser AdministrationSystem ImplementationRelease ManagementMicrosoft Office Suite

Required

5-8 years of experience in mortgage operations, sales technology, system administration, or business systems analysis
Hands-on experience with mortgage technology platforms such as nCino, Encompass, or similar systems, including system configuration, workflow management, or user administration
Experience supporting or participating in system implementations, enhancements, or release management activities
Ability to analyze business processes and translate operational needs into system solutions and improvements
Experience working with third-party vendors or technology partners, including coordinating support cases or system enhancements
Strong organizational and multitasking skills with the ability to manage competing priorities in a fast-paced environment
Excellent written and verbal communication, with the ability to effectively support and guide users at all levels of the organization
Proficiency in Microsoft Office Suite (Teams, Outlook, Excel, PowerPoint)
Ability to collaborate effectively across teams
Exercise good judgment and strong character, motivated, hard working
Ability to work well with fellow associates, clients and vendors
Good communication skills. Neat, clean, healthy work habits

Benefits

Eligible associates (and their families) have the option to enroll in medical, dental, and/or vision coverage of which both the associate and the company contribute towards expenses.
Basic Life/AD&D insurance for eligible associates as well as a Short-term Disability benefit are provided by Evergreen.
Additional Voluntary Life/AD&D, Long-term Disability benefits and Legal/ID protection plans paid for by the associate are also available.
Associates are automatically enrolled in Evergreen’s 401(k) plan.
Personal Time Off (PTO) of up to 13.34 hours may be earned monthly and associates may enjoy 9 paid holidays each year.
Paid voluntary day of work, company matching on charitable donations and mortgage loan benefit.
If applicable, associate may be eligible for per-file incentives, commissions, bonuses or other variable earnings as determined upon hire.

Company

Evergreen Home Loans NMLS 3182

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Evergreen Home Loans is a premier local mortgage lender.

Funding

Current Stage
Late Stage

Leadership Team

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Donald Burton
Founder, CEO
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Andrew Leff
SVP, Head of National Business Development
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Company data provided by crunchbase