Remote Associate Client Advisor - Mortgage Tech & Config

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

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.