ENCOMPASS ADMIN

SUMMARY:

The Encompass Administrator is responsible for onsite support and administration of Encompass360.

ESSENTIAL RESPONSIBILITIES & DUTIES:

Software Support 

· Address staff software concerns as it pertains to functionality

· Explore and correct business rule errors

· Interact with the software provider to address and correct issues

· Create requested forms and templates within the software

· Collaborate with Management and Quality Control to ensure the software is performing within State and Federal Compliance Guidelines

· Perform software updates and provide oral and/or written communication to the staff pertaining to specific changes from the developer.

· Manage and update plug-ins

· Create and distribute reports both daily and monthly

Development of Processes and Procedures

· Review and consult on departmental use of software

· Propose and implement departmental processes and procedures for efficiency.

· Developing and updating software training policies and procedures.

· As needed, design, and update new platforms that are released from the software to enhance the owner/partner experience.

· Implement and maintain a tracking software to provide a source for what rules are in effect and what personas have access to in terms of fields and file

· Cross-train on additional software systems including but not limited to EPPS

OTHER DUTIES, KNOWLEDGE, SKILLS, ABILITIES:

Required: 

· Communicate with the IT department for changes to the network infrastructure as needed

• Ability to learn and master a variety of new software programs
• Basic knowledge of the mortgage process from loan origination through processing, underwriting, closing, post-closing and secondary.
• Knowledge of the mortgage industry’s policies and procedures, as well as a knowledge of both State and Federal lending regulations
• Ability to read and interpret documents such as procedural and instructional manuals.
• Ability to write routine reports and correspondence.

· Ability to input data accurately and efficiently into computer software systems.

• Ability to attend accurately to many details in a timely manner.
• Ability to prioritize competing tasks and work independently.

General: 

• Must work the days and hours necessary to perform all assigned responsibilities and tasks. Must be available to communicate with employees, customers, managers, and any other person or organization with whom interaction is required to accomplish work and company goals.
• Must maintain courteous, professional, and effective working relationships with employees at all levels of the organization, customers, vendors, and/or any other representatives of external organizations.
• Communicate information and state problems or challenges to be resolved in a clear, concise, courteous, nondiscriminatory, and professional manner, and be able to provide clarification if necessary.
• Must be capable of adapting, with minimal or no advance notice, to changes in how business is conducted and work is accomplished, with no diminishment in work performance.
• Actively participate in quarterly performance meetings; meet or exceed all performance metrics.
• Follows company policies and procedures.
• Perform other duties as required.

REQUIRED QUALIFICATIONS:

Education: High school diploma.

Experience:  2 years with Encompass 360 and/or IT support.

Licenses/Certifications: Encompass360 preferred.

Physical Abilities: Working on PC based software platforms daily.