Encompass Admin Lead - Automation & TPO

Millennial-Home-Lending-; Los Angeles (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

CAKE Mortgage is seeking a Lead Encompass Administrator to own the Encompass environment and TPO Connect portal. The role blends day-to-day admin work with strategic project leadership, defining rules, workflows, and platform configuration standards.

You will serve as the escalation point for Encompass issues and partner with engineering on our custom TPO platform, working autonomously to drive enhancements and ensure compliance across the loan lifecycle.

Qualifications

• 6+ years administering Encompass in a mortgage lending environment.
• Deep hands-on experience with personas, permissions, custom fields, input forms, templates, business rules, and workflow automation.
• Experience administering TPO Connect or supporting a TPO channel.
• Experience running system changes end to end: requirements, design, testing, deployment, documentation, and support.

Responsibilities

• Run day-to-day Encompass administration: users, personas, permissions, business rules, forms, templates, investor and program updates, and support requests.
• Design and build business rules and workflow automation that cut manual work, shorten cycle times, and improve data quality.
• Administer TPO Connect and third-party integrations connected to Encompass, including configuration, testing, and vendor coordination.
• Set and enforce platform standards: naming, documentation, change control, and testing before production.
• Own the enhancement roadmap with Operations, Underwriting, Closing, Compliance, and Sales; prioritize requests and deliver.
• Partner with engineering on our custom TPO platform: data mapping, workflow parity, testing, and cutover.
• Serve as the escalation point for production issues; run root cause analysis and vendor escalations to resolution.
• Keep configurations, access, and changes audit ready; support compliance reviews and exams.
• Train users on material changes and document what you build.
• Set standards and mentor administrators and power users as a functional and technical lead.

Skills

Encompass administration

User personas & permissions

Workflow automation

TPO Connect experience

Incident management

Education

Bachelor's degree or equivalent experience

ICE Mortgage Technology certification (preferred)

Tools

Encompass

TPO Connect

Job description

CAKE Mortgage is seeking a Lead Encompass Administrator to own the Encompass environment and TPO Connect portal. The role blends day-to-day admin work with strategic project leadership, defining rules, workflows, and platform configuration standards.

You will serve as the escalation point for Encompass issues and partner with engineering on our custom TPO platform, working autonomously to drive enhancements and ensure compliance across the loan lifecycle.