Encompass Platform Lead & Workflow Architect

Millennial-Home-Lending-; United States; Remote; USD 120,000 - 150,000; Full time

Benefits offered by this job

Performance-based bonuses

Job summary

CAKE Mortgage is a cutting-edge wholesale mortgage lender specializing in Non-QM products. We seek a Lead Encompass Administrator to own CAKE's Encompass environment and the TPO Connect portal, balancing day-to-day administration with key projects, and driving platform improvements.

You will be the escalation point for Encompass issues, own the enhancement roadmap, and partner with engineering on a custom TPO platform, operating with significant autonomy.

Qualifications

• Bachelor's degree in a related field preferred, or equivalent experience.
• 6+ years administering Encompass in a mortgage lending environment.
• 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.
• Working knowledge of mortgage operations from Processing through Closing.
• Non-QM or wholesale lending experience strongly preferred.
• Strong systems thinking; able to trace how a rule change ripples through workflows, reports, and downstream teams.
• Experience running a production incident from triage through root cause, vendor escalation, and a lasting fix.
• Excellent communication skills with operators, executives, and engineers.

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 the third-party integrations connected to Encompass, including configuration, testing, and vendor coordination.
• Set and enforce platform standards: naming, documentation, change control, and testing before anything reaches production.
• Own the enhancement roadmap with Operations, Underwriting, Closing, Compliance, and Sales. Prioritize requests, assess impact, 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 through 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, review complex configuration work, and mentor administrators and power users as a functional and technical lead.

Skills

Encompass Administration

TPO Connect

Stakeholder communication

Workflow automation

Change management

Problem solving

Education

Bachelor's degree

Tools

ICE Mortgage Technology certification

Encompass Administrator certification

Job description

CAKE Mortgage is a cutting-edge wholesale mortgage lender specializing in Non-QM products. We seek a Lead Encompass Administrator to own CAKE's Encompass environment and the TPO Connect portal, balancing day-to-day administration with key projects, and driving platform improvements.

You will be the escalation point for Encompass issues, own the enhancement roadmap, and partner with engineering on a custom TPO platform, operating with significant autonomy.