Encompass Administrator
San Diego, California, United States; Remote, United States
Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm, we are dedicated to serving the homeowner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.
Position Summary
The Encompass Administrator plays an important role in the organization by performing a number of activities related to the company’s Construction Lending Team and Assumption Lending Team functions. The role is primarily responsible, under general to intermittent supervision, for the overall administration and configuration functions for all features of Encompass Banker Edition across the complete enterprise from origination through servicing.
Essential Functions
- Configure and customize the Encompass LOS according to the organization's needs and regulatory This involves setting up user roles, permissions, workflows, and loan products within the system.
- Maintain complete document library, build custom documents as needed, and maintain eFolder settings to ensure preservation of a complete paperless environment with requisite document retention.
- Manage integrations with third-party systems and services, such as credit reporting agencies, compliance tools, document management systems, and electronic signature platforms, ensuring seamless data flow between Encompass and these external systems for efficiency and compliance purposes.
- Create and maintain Loan Programs to ensure accurate guidelines, Loan Template settings, and document sets are available for all loan products.
- Manage help desk requests from internal users while troubleshooting issues and clearing tickets in a timely manner, escalating items to ICE Mortgage Technology tech support as needed.
- Create and maintain report library and build custom reports as necessary for business groups.
- Maintain business rules for data entry, workflow progression and regulatory compliance as requested by each business group.
- Support business with reporting for regulatory examinations including electronic submission of data to regulatory agencies. Examples of some reports are the Mortgage Call Reports and HMDA Reporting.
- Performing routine maintenance tasks such as system updates, patches, and upgrades to ensure the Encompass LOS is running smoothly and securely. This also includes monitoring system performance and addressing any technical issues that arise.
- Demonstrate a high level of personal commitment and accountability to the business with a focus on quality and customer service.
- Work in a team environment, and communicate positively with team members, peers, customers, and vendors.
- Provide time tracking and project feedback data to the Project Management Office and management.
- Participate in the creation of training materials and job aids, as well as documentation for any new rollouts or updates.
- Work to distribute application knowledge throughout team by completing technical research and analysis and sharing findings and possible solutions with team.
- Provide analysis and work on special initiatives and projects from the Management team.
- Perform other duties as assigned.
Qualifications
- High School Diploma or equivalent, required.
- Bachelor's Degree directly related to the position or equivalent, preferred.
- Minimum five years' experience directly related experience in the full spectrum of Employee Relations matters in multi-state/multi-site organization(s).
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Ability to organize and manage multiple priorities simultaneously.
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Must be able to handle confidential matters with discretion.
- Excellent interpersonal communication skills required.
- A minimum of two years’ experience with Encompass Loan Origination System (LOS) or comparable LOS required.
- Encompass Certified Administrator preferred.
- Prior experience working in the mortgage industry or financial services preferred.
- Moderate level of proficiency with data entry, Microsoft Word, Excel, and PowerPoint.
- Ability to research information, including validating the data and applying it in accordance with company policy.
- Strong verbal and written communication skills; strong editing and proofreading skills.
- Strong detail orientation.
- Ability to deliver exceptional and supportive internal customer service and build relationships with employees and management.
- Strong sense of urgency and responsiveness.
- Ability to think critically, including the ability to evaluate facts and data to draw conclusions and determine the downstream impact of decisions and associated risks.
- Ethical team player with a commitment to company values.
- Excellent verbal and written communication skills
- Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment required.
- Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required.
- Commitment to company values.
- Customer Service - Proactive attention to each person
- Integrity - Do and say what's right
- Respect - Treat others with dignity
- Collaboration - Listen and work together
- Learning - Seek knowledge and strive for improvement
- Excellence – Deliver the unexpected
Supervision
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Job Scope: Responsible for understanding the department/functional area objectives and goals and how own job contributes to achievement of these goals; may recommend changes and enhancements based on analysis and evaluation of circumstances.
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Complexity: General precedents may exist for most problems; conducts independent research/analysis to identify the appropriate approach.
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Impact: Decisions and actions primarily impact own work with moderate impact on peers in their area; contributes as team member rather than leader.
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Interaction/Supervision: Works under broad direction with some latitude for independent actions; guided by professional standards, desired outcomes and unit/project/program specifications.
Requirements
Physical: Work is primarily sedentary; mobility in an office setting.
Manual Dexterity: Ability to operate standard office equipment and keyboards
Audio/Visual: Regularly required to accurately perceive, distinguish and interpret information received visually and through audio, e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media. Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation.
Environmental: Office environment – moderate noise, no substantial exposure to adverse environmental conditions.
Mental: Learn new tasks, remember processes, maintain focus, complete tasks independently, and make timely decisions in the context of a workflow.
Schedules: Work is primarily performed during the business week, Monday - Friday.
Travel: 5% or less
Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.
Guild Mortgage Company is an Equal Opportunity Employer.
Targeted Salary Range: $65,000 - $89,000 annually
Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant’s geographical location.
REQ#: ENCOM017085
ApplyJob Profile
AD&D Competitive compensation Dental Excellent benefits package Life Insurance LTD Medical Pleasant work environment Vision
Tasks- Build relationships
- Configure Encompass
- Create reports
- Integrate third-party systems
- Manage Document Library
- Perform other duties
- Perform system maintenance
- Troubleshoot Help Desk Requests
Administration Analysis Cloud-Based Programs Collaboration Collaborative cloud-based programs Communication Compliance Configuration Customer service Data Entry Data Integration Detail Orientation Documentation Document management Document Retention Editing Encompass Excel Feedback Interpersonal Interpersonal Communication Loan Origination Metrics Microsoft Office Microsoft Office Suite Microsoft Word Monitoring Mortgage Banking Organization PowerPoint Project Management Proofreading Regulatory Compliance Reporting Research Technical Support Third-party software applications Training Troubleshooting Workflow configuration Written communication
Experience5 years
EducationBachelor's Bachelor's degree Business Communication Degree Equivalent High School High school diploma IT
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9