Associate Client Advisor – Professional Services

OptiFunder Corp; Northern (KY); Remote; USD 55,000 - 75,000; Full time

Job summary

OptiFunder is seeking an early‑career Associate Client Advisor to support professional services for mortgage technology deployments. You will learn the architecture, tools, and data flows of our platform while assisting in requirements gathering and configuring client environments.

You will validate configurations with guidance, contribute to client discussions, and complete foundational certifications to demonstrate readiness for growth within the Configuration Mastery Program.

Qualifications

• Strong attention to detail and ability to follow SOPs and standards.
• Eagerness to learn new systems, workflows, and mortgage industry concepts
• Ability to execute scoped configuration tasks accurately and reliably
• Collaborative mindset with openness to coaching and feedback
• Adaptability to shifting priorities and process ambiguity
• Commitment to professional growth and continuous learning

Responsibilities

• Support client configuration outcomes by executing well‑defined tasks under guidance
• Learn OptiFunder’s system architecture, tools, and data flows to build foundational expertise
• Assist in gathering and documenting business requirements for scoped work
• Validate configurations and perform basic troubleshooting with support from senior team members
• Contribute to client conversations as a supporting resource to build confidence and trust
• Complete foundational certifications in the Configuration Mastery Program to demonstrate readiness for progression

Skills

Attention to detail

Eagerness to learn

Follow SOPs

Team collaboration

Adaptability

Professional growth

Job description

We know you want your work to matter. OptiFunder is the leading provider of mortgage warehouse technology for IMBs and warehouse lenders. We are bringing real and positive change to our industry. Being part of OptiFunder means being first to market with breakthrough solutions. Our work is challenging, and we bring our best every day. We are focused on creating value for clients, and we are invested in what we are building together.

We know what it takes to stay in the lead—a high‑performing team. We respect our talent and reward our associates with a competitive salary, generous PTO, health and retirement benefits, bonuses and more.

Associate Client Advisor - Professional Services

Job Description

OptiFunder is a leading mortgage technology provider focused on delivering first‑to‑market solutions that transform warehouse management and secondary market operations. Our Professional Services team ensures clients realize the full value of our platform through expert configuration and implementation. We are seeking an early‑career professional eager to build expertise in mortgage technology and workflow configuration. This person thrive in learning environments, demonstrate strong attention to detail, and collaborate effectively with peers and clients.

Responsibilities

• Support client configuration outcomes by executing well‑defined tasks under guidance
• Learn OptiFunder’s system architecture, tools, and data flows to build foundational expertise
• Assist in gathering and documenting business requirements for scoped work
• Validate configurations and perform basic troubleshooting with support from senior team members
• Contribute to client conversations as a supporting resource to build confidence and trust
• Complete foundational certifications in the Configuration Mastery Program to demonstrate readiness for progression

Skills and Experience

• Strong attention to detail and ability to follow SOPs and standards
• Eagerness to learn new systems, workflows, and mortgage industry concepts
• Ability to execute scoped configuration tasks accurately and reliably
• Collaborative mindset with openness to coaching and feedback
• Adaptability to shifting priorities and process ambiguity
• Commitment to professional growth and continuous learning

LOCATION Anywhere USA - remote

Job Type: Full-time

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to any protected class status.