[Hiring] Mortgage Systems Administrator @Capital Bank

Role Description

The Mortgage Systems Administrator is responsible for the administration, optimization, and user enablement of CBHL’s mortgage technology platforms, including:

• Loan Operating System (LOS) - Encompass
• Customer Relationship Management (CRM) platform - Candid
• Point of Sale (POS) system - Blend

This role serves as the subject matter expert for all systems, ensuring efficient system utilization across the organization by:

• Onboarding new employees
• Providing ongoing training and support
• Maintaining data integrity
• Continuously improving workflows to enhance loan operational efficiency, user experience, and sales productivity

Qualifications

• 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

Requirements

• 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

Benefits

• Base Salary Range: $90,000 - $120,000 annually
• Yearly annual target bonus based on individual performance
• 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