[Remote] Encompass Administrator
Note: The job is a remote job and is open to candidates in USA. Cake Mortgage is a cutting-edge wholesale mortgage lender specializing in Non-QM products, redefining the lending experience with innovative programs. They are seeking an Encompass Administrator focused on managing the TPO platform, ensuring functionality, usability, and a seamless experience for external partners.
Responsibilities
- Administer and maintain the ICE Mortgage Technology Encompass platform, including user setup, role assignments, permissions, and vendor account management
- Configure, maintain, and optimize: Custom fields, Input forms, Loan templates, Dashboards and reporting, Workflow automation, Task-based processes, eFolder settings and document libraries
- Manage and enhance the TPO platform to ensure functionality, usability, and a seamless experience for external partners
- Create, manage, troubleshoot, and update Encompass Business Rules and automation logic, including: Field Data Entry Rules, Milestone Completion Rules, Loan Form Printing Rules, Persona-Based Rules, Trigger and Automated Condition Logic, Input Form Logic and Custom Field Automation
- Implement and maintain workflow automation processes to improve operational efficiency and ensure compliance standards are met
- Develop and maintain field triggers, automated workflows, and milestone controls to support mortgage operations
- Test, validate, and deploy Encompass enhancements, system updates, and new functionality
- Maintain clear documentation related to system configurations, processes, and enhancements
- Provide ongoing support and communication to end-users regarding system updates, functionality, and issue resolution
- Support onboarding and offboarding processes, including user access management and security controls
- Collaborate with internal stakeholders to gather business requirements and implement system improvements aligned with organizational goals
- Manage integrations with third-party vendors and maintain related system access and functionality
- Partner with Operations, Processing, Underwriting, Closing, and IT teams to support business initiatives and process optimization
- Perform other duties as assigned to support team and company objectives
Skills
- Minimum 3+ years of experience administering and supporting the ICE Mortgage Technology Encompass platform
- Strong knowledge of Encompass system administration, including user setup, personas, roles, permissions, and security management
- Hands-on experience configuring and maintaining custom fields, input forms, loan templates, dashboards, reports, workflow automation, and task-based processes
- Experience managing and optimizing TPO platforms and supporting third-party originator relationships
- Advanced understanding of Encompass Business Rules, including Field Data Entry Rules, Milestone Completion Rules, Loan Form Printing Rules, Persona-Based Rules, and trigger logic
- Proven ability to develop and maintain workflow automation, milestone controls, and automated processes within Encompass
- Experience testing, validating, and deploying system enhancements, integrations, and platform updates
- Knowledge of mortgage operations, including Processing, Underwriting, Closing, and Compliance workflows
- Ability to troubleshoot system issues, identify root causes, and implement effective solutions in a timely manner
- Experience supporting third-party vendor integrations and maintaining related system functionality and access
- Strong analytical, organizational, and problem-solving skills with high attention to detail
- Excellent verbal and written communication skills with the ability to support and train end-users across departments
- Ability to manage multiple projects, prioritize tasks, and meet deadlines in a fast-paced environment
- Proficiency in documenting system configurations, workflows, and process enhancements
- Experience supporting onboarding/offboarding processes and maintaining user access controls and security standards
- Collaborative mindset with the ability to partner cross-functionally with Operations, IT, and business stakeholders
- Bachelor's degree in Information Technology, Business Administration, Mortgage Banking, or related field preferred
- Encompass Administrator Certification or related industry certifications preferred
Benefits
- Competitive compensation and performance-based bonuses
- Collaborative and entrepreneurial culture
- Opportunities for career advancement and innovation
Company Overview