Mortgage Onboarding Success Manager (Hybrid/Remote)

Friday Harbor, Inc.; Seattle (WA); Híbrido; USD 100 000 - 130 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Stock options

Health insurance

Dental insurance

Vision insurance

Resumo da oferta

Friday Harbor, Inc. is seeking a Customer Success Manager (Onboarding Specialist) in Seattle with remote work options. You will lead the 4–6 week onboarding for lenders, train users on pre-underwriting workflows, and coordinate onboarding with sales handoff through launch.

The role emphasizes strong project management and excellent communication with cross-functional teams. Remote work is considered for exceptional candidates; relocation to the Pacific Northwest is provided.

Qualificações

• Experience as a Loan Officer or similar mortgage role.
• Hands-on Encompass experience is required.
• Strong project management and organizational skills.
• Excellent interpersonal and communication abilities.

Responsabilidades

• Lead 4–6 week onboarding for each customer.
• Set onboarding goals and launch criteria with lenders.
• Coordinate LOS integration and testing with lenders and our technical team.
• Train loan officers and processors on pre-underwriting workflows.
• Test representative loans with customers and confirm readiness to launch.
• Support initial use, track onboarding progress, and hand off items to the ongoing account owner.
• Answer customer questions, troubleshoot workflow issues, and improve onboarding guides and training.
• Handle day-to-day customer success alongside implementations.

Conhecimentos

Project management

Interpersonal skills

Communication

Mortgage operations

Ferramentas

Encompass

Descrição da oferta de emprego

Friday Harbor, Inc. is seeking a Customer Success Manager (Onboarding Specialist) in Seattle with remote work options. You will lead the 4–6 week onboarding for lenders, train users on pre-underwriting workflows, and coordinate onboarding with sales handoff through launch.

The role emphasizes strong project management and excellent communication with cross-functional teams. Remote work is considered for exceptional candidates; relocation to the Pacific Northwest is provided.