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Encompass Admin - Remote

Remote role Full-time Open position

Job Title: Encompass Admin Location: Remote Duration: Longterm Contract Encompass Admin / Architect – Skill Set (9+ Years Experience) 1. Core Encompass Platform Expertise

  • Deep expertise in Encompass SmartClient and Encompass Web
  • End-to-end understanding of origination lifecycle (Application → Closing → Post-Close)
  • Multi-instance experience (Dev / QA / UAT / Prod)
  • Encompass release management and patch planning
  • Migration experience (Legacy → Encompass Web)

2. Configuration & Administration (Advanced)

  • Company, branch, and user setup
  • Personas, roles, user groups, and access control
  • Milestones, loan folders, alerts, tasks, and workflows
  • Loan templates and dynamic data sets
  • Tables & Fees (Itemization Fee Management)
  • Document sets, custom print forms, and eFolder configuration
  • Business rules engine (advanced conditional logic)

3. Architecture & Design

  • Solution architecture for complex lending operations
  • Design of scalable, reusable configuration frameworks
  • Rationalization of legacy configurations
  • Environment strategy and governance
  • Performance and stability optimization

4. Task-Based Workflow (TBW) & Enhanced Conditions

  • Design and implementation of Task-Based Workflow
  • Enhanced Conditions (standardization & normalization)
  • Workflow orchestration across roles (LO, Processor, UW, Closer)
  • Exception and override design
  • Adoption and change management alignment

5. Encompass Partner Connect (EPC) & APIs

  • EPC API architecture and governance
  • SDK → API migration strategy
  • Integration design (credit, income, assets, doc providers)
  • Webhook/event-driven patterns
  • API security and versioning best practices

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