Remote Mortgage Tech Solutions Advisor

OptiFunder Corp; Northern (KY); Remote; USD 95,000 - 130,000; Full time

Benefits offered by this job

Competitive salary

Bonuses

Health benefits

Retirement benefits

Generous PTO

Job summary

OptiFunder Corp seeks a trusted advisor blending technology and mortgage expertise to translate complex needs into rule-driven solutions. You will configure, validate, and optimize workflows, work with clients to reduce risk, and drive measurable performance improvements across mortgage originations.

This role emphasizes hands-on configuration, testing, and collaboration with PMs, analysts, and Customer Success.

Qualifications

• Bachelor’s degree in a related discipline and a track record of continuous learning.
• Thorough understanding of the loan origination process acquired in mortgage or financial services roles.
• Experience building complex matrices of requirements without a standard rules engine; extreme focus and attention to detail.
• Broad experience with conditional formatting and the ability to translate requirements into rules and decision logic for system evaluation.
• Extensive practice configuring, testing, and troubleshooting new applications and systems.

Responsibilities

• Deliver first-to-market technology that transforms how mortgage originators and warehouse banks operate.
• Own client outcomes end-to-end—gathering requirements, designing workflows, and configuring solutions that reduce risk and improve performance.
• Collaborate with project managers, subject matter experts, analysts, and Customer Success to drive satisfaction and measurable results.
• Provide data-driven decision support through scenario building, multi-factor analysis, configuration review, and environmental assessment.
• Configure in an open‑source, rule‑based admin system to build client instances and improve them through iterative validation.
• Build client trust through expert consultation on warehouse performance variables and strategies; engage internal teams as needed.
• Articulate complex technical concepts to non-technical stakeholders via meetings, calls, and clear written communication.
• Develop best practices for scalability, supportability, ease of maintenance, and system performance.
• Use integrated business analysis tools (Excel, GCP Data Studio, Postman) to inform exports/mapping, business rules, and other aspects of configuration.
• Test new releases/deployments after hours on occasion to ensure readiness and quality.

Skills

Mortgage tech knowledge

Data analysis

Rule-based configuration

Client-facing communication

Problem solving

Education

Bachelor’s degree in a related discipline

Tools

Excel

GCP Data Studio

Postman

Job description

OptiFunder Corp seeks a trusted advisor blending technology and mortgage expertise to translate complex needs into rule-driven solutions. You will configure, validate, and optimize workflows, work with clients to reduce risk, and drive measurable performance improvements across mortgage originations.

This role emphasizes hands-on configuration, testing, and collaboration with PMs, analysts, and Customer Success.