Encompass Administrator

in County, IL

Job Description

The Encompass Administrator provides a front-line technical business resource for residential mortgage staff and Devon Bank, in general. Through research, testing, standardization and documentation, the Encompass Administrator will work to solve issues related to all LOS, CRM, POS systems.  The position strives to design and develop workflow automation, compliance, operational efficiencies, pipeline management, help desk support and training. This position also assists in system configuration as requested by Devon Bank’s IT department.



  • Maintain current knowledge of Encompass, CRM and POS features and functionality, providing recommendations for improvements.
  • Partner with IT to act as business line system administrator for the upkeep, configuration, and reliable operation of systems
  • Implement configuration changes and customizations as required by the business.
  • Identify ways to assist management in product and/or business planning and improvement through requirements development and analysis. Propose new product features and updates.
  • Collaborate with department managers to determine, document and communicate the impact of proposed system enhancements and changes to current business processes.
  • Collaborate with staff to solicit needs, determine feasibility and implement configuration changes.
  • Create a help desk protocol with standardization of training and implementation materials
  • Maintains complete document library, build custom documents as needed and maintain eFolder settings.
  • Create and maintain a report library and builds custom reports as necessary.
  • Maintain all loan templates
  • Maintain business rules for data entry, workflow progression and regulatory compliance as requested.
  • Manage questions and requests from internal users regarding the technical subject matter while troubleshooting issues and clearing tickets in a timely manner.
  • Support audit and compliance testing.
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Job Posting: 11903386

Posted On: May 15, 2024

Updated On: Jun 29, 2024

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