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Job 26463

Lake Forest, CA

Job Title:
Encompass Administrative Manager

Direct Hire



Our client is a new mortgage broker looking to hire an internal IT/Encompass Manager for their team. They are seeking someone with IT skills as well as mortgage Encompass software experience to help meet the demands of their growing business.

The IT/Encompass Administrator is responsible for configuration and customization of the company’s loan origination system as well as managing and monitoring their server and the setup of new hires. This position requires in-depth knowledge of the loan origination workflow and the job functions of all operational roles that participate in that workflow as well as handling IT day-to-day issues.

The IT/Encompass Administrator works closely with the executive team to evaluate the business process, data integrity, and compliance issues as they relate to the loan origination system and servers.


  • Provide technical direction and support in the development of processes and workflows in the use of Encompass360. Responsible for analysis, planning, testing, and implementation of projects and tasks.
  • Build, test and implement new system enhancements such as business rules, custom input forms, and workflows through advanced coding.
  • Manage Encompass360 enhancements through testing of new functionality, deployment to a production environment, and communication to end users.
  • Monitor Encompass360 version updates and address system configuration updates where needed.
  • Provide solutions for internal support issues by troubleshooting and resolving issues in a timely manner and escalating to software vendor as needed.
  • Train business units on new features.
  • Maintain user access rights.
  • Administration tasks associated to vulnerability management and remediation including servers, desktops, network equipment, printers, etc.
  • Administration tasks associated to level 1 support of the Windows environment including servers and desktop systems.
  • Performs the operational tasks to support the daily process cycles.
  • Helps monitor and maintain equipment to ensure non-interruption of service.
  • Liaison with other departments and organizations. This would include issues involving proper system use, special requirements, and/or training needs.
  • Additional related duties may be assigned, as required.

Basic Qualifications:

  • At least 3 years of IT experience.
  • At least 4 years of experience with Encompass LOS.
  • At least 2 years of Mortgage industry experience.
  • Experience in configuration of all areas of Encompass settings including personas, user groups, eFolder, loan templates, reports, input form builder, and all types of business rules.
  • Capacity to write and test business rules and custom field coding for Encompass360.

Preferred Qualifications:

  • Strong understanding of the loan lifecycle.
  • Multi-tasking capabilities.
  • Demonstrates a professional and cooperative attitude.
  • Microsoft 365 experience.
  • Microsoft Excel functions like formulas, pivot tables, and macros.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. 

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