Implementation Specialist, Loan Origination

Applied Business Software, Inc.; San Mateo (CA); Hybrid; USD 95,000 - 105,000; Full time

Benefits offered by this job

Health, dental, and vision coverage

401(k) with company match

Generous PTO

Performance-based bonuses

Job summary

Applied Business Software, Inc. is looking for an Implementation Specialist for Loan Origination to lead client onboarding for its software. This position requires hands-on experience in mortgage lending, where you'll translate client workflows into TMO configurations and ensure smooth client adoption.

The role offers a competitive salary between $95,000 and $105,000 annually, with generous benefits and a hybrid work environment in beautiful San Mateo, California.

Qualifications

• Experience in mortgage lending with knowledge of loan origination lifecycle.
• Familiarity with origination document packages and lending disclosures.
• Strong project coordination skills managing multiple onboardings.
• Ability to explain technical concepts to non-technical stakeholders.

Responsibilities

• Lead onboarding process for loan origination clients.
• Conduct discovery sessions for client origination processes.
• Coordinate timelines and deliverables for client implementations.
• Guide clients through TMO's document configuration process.
• Assist clients during the go-live phase and beyond.

Skills

Mortgage lending experience

Project coordination skills

Superior communication abilities

CRM systems knowledge

Tools

Microsoft SQL

Microsoft Excel

HubSpot

Job description

Implementation Specialist, Loan Origination

About Applied Business Software, Inc.

Applied Business Software, Inc., (ABS), the maker of The Mortgage Office®, is the industry leader in private lending and loan management technology. Since 1978, our software has powered thousands of lenders, including private money firms, municipalities, CDFIs, Tribal Nations, universities, franchisors, third-party servicers and other non-bank lenders, helping them streamline, automate, and scale their lending operations with confidence.

About the role

We are seeking an Implementation Specialist, Loan Origination to lead onboarding and configuration for clients deploying TMO's loan origination module. This role is well-suited for professionals with hands-on origination experience who enjoy bridging the gap between how lenders operate and how software should be configured to support them.

You will work closely with operations managers, branch leads, and origination teams to understand each client's lending workflow, translate it into a tailored TMO configuration, and guide users through training and adoption. Success in this role requires equal parts process knowledge, client communication, and technical comfort with a consultative approach that prioritizes long‑term client outcomes over quick go‑lives.

What you'll do

• Loan Origination Implementation: Own the end‑to‑end onboarding process for loan origination clients, including system configuration, workflow setup, loan type and fee structure build‑out, and role‑based training tailored to each client’s origination team.
• Workflow Discovery & Configuration: Conduct discovery sessions to understand each client’s origination process and translate it into TMO system configuration, including pipeline stages, task automation, document checklists, and approval workflows.
• Project Coordination: Serve as the day‑to‑day point of contact for your client implementations, coordinating timelines and deliverables with TMO's professional services and data teams to keep onboardings on track and stakeholders informed.
• Document & Disclosure Workflows: Guide clients through TMO's document configuration process, leveraging familiarity with origination document packages and disclosure workflows to advise on best practices and support coordination with doc prep service integrations such as Doss Docs or Lightning Docs.
• Client Adoption & Success: Guide clients through go‑live and the early months of platform use, proactively identifying adoption gaps and ensuring origination staff – loan officers, processors, and support roles – are confident and productive on the platform.
• Integration & Data Support: Coordinate with the data team on loan data imports and work with clients to connect third‑party services such as credit bureaus, e‑signature providers, and loan document preparation services.
• Cross‑Functional Collaboration: Partner with Sales, Product, and Support to deliver a seamless client experience, relay origination‑specific product feedback, and flag configuration edge cases that may need escalation.

Qualifications

• Previous experience in mortgage lending including knowledge of the residential or commercial loan origination lifecycle and documents, including application intake, pipeline management, processing, underwriting, and closing workflows.
• Familiarity with origination document packages and lending disclosures – including initial disclosures, escrow instructions, promissory notes, deeds of trust, Loan Estimate/Closing disclosure and related fee estimates – and a working understanding of the data required.
• Comfort with assisting data team with system configuration and data imports based on customer’s Origination/Loan types as well as basic troubleshooting; ability to learn and explain software functionality at a technical level.
• Strong project coordination skills with the ability to manage multiple concurrent onboardings across internal teams and client stakeholders.
• Superior communication abilities with proven success explaining technical concepts to non‑technical stakeholders.
• Experience with CRM systems (HubSpot preferred) and project management platforms.

Nice to Have

• Direct experience with a Loan Origination System (LOS) – TMO experience a strong plus.
• Exposure to private lending, hard money, or non‑QM origination lending.
• 2–4 years of experience preferred in software implementation, technical onboarding, customer success, or a related client‑facing role – preferably in mortgage, fintech, or B2B SaaS.
• Working knowledge of Microsoft SQL for reporting and data analysis.
• Proficiency in Microsoft Excel (functions, macros, data analysis).

Why Join Us?

• Comprehensive health, dental, and vision coverage.
• 401(k) with company‑funded match.
• Mission‑driven company with a 45+ year legacy and industry‑leading products trusted by thousands of lenders.
• Collaborative, supportive team known for long tenure, deep expertise, and a culture built on trust and integrity.
• Help modernize and evolve the leading platform in private lending technology.
• Beautiful San Mateo office with a tight‑knit culture.
• Competitive compensation and room for professional growth.
• Performance‑based bonuses.
• Generous PTO.
• Modern workspace with on‑site amenities.
• Awesome company Christmas party.

The pay range for this role is:

95,000 - 105,000 USD per year (Hybrid, San Mateo, CA)