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Encompass Banking Software Jobs in Wisconsin (NOW HIRING)

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Encompass Banking Software information

What are some typical challenges faced by professionals working with Encompass Banking Software, and how can they be overcome?

Professionals working with Encompass Banking Software often encounter challenges such as adapting to frequent software updates, ensuring data integrity across integrated systems, and troubleshooting user issues efficiently. Staying current with regular trainings, participating in user forums, and leveraging vendor support resources can help address these obstacles. Additionally, collaborating closely with IT and compliance teams ensures smooth workflows and adherence to industry regulations.

What is Encompass Banking Software?

Encompass Banking Software is a comprehensive loan origination system (LOS) widely used by banks, credit unions, and mortgage lenders to manage the entire mortgage loan process. Developed by ICE Mortgage Technology, Encompass streamlines tasks such as application processing, underwriting, documentation, compliance, and closing. Its integrated platform helps institutions increase efficiency, reduce errors, and maintain regulatory compliance. The software also enables secure data sharing and workflow automation to support a smooth loan lifecycle.

What are the key skills and qualifications needed to thrive as an Encompass Banking Software Specialist, and why are they important?

To thrive as an Encompass Banking Software Specialist, you need strong analytical skills, a solid understanding of mortgage banking workflows, and experience with loan origination systems, often supported by a relevant degree or industry certifications. Proficiency in using the Encompass Lending Platform, knowledge of Encompass SDK/API, and familiarity with SQL databases and automation tools are typically required. Excellent problem-solving abilities, attention to detail, and effective communication are vital soft skills for collaborating with stakeholders and troubleshooting system issues. These skills and qualities are crucial for optimizing banking processes, ensuring regulatory compliance, and delivering efficient technology solutions.

What is the difference between Encompass Banking Software vs Mortgage Loan Processor?

AspectEncompass Banking SoftwareMortgage Loan Processor
Primary RoleLoan origination and processing software for banks and lendersReviewing and verifying mortgage loan documents and applications
Required SkillsSoftware proficiency, knowledge of banking regulationsAttention to detail, mortgage industry knowledge
Work EnvironmentFinancial institutions, lending companiesMortgage companies, banks, lending firms
CertificationsNone specific, software training often providedMortgage licensing and certification often preferred

Encompass Banking Software is a digital platform used by banks and lenders to manage loan origination processes, while Mortgage Loan Processors focus on reviewing and verifying mortgage applications. The software streamlines loan processing, whereas the processor handles the manual review of documents. Both roles are essential in the mortgage industry but serve different functions within the loan lifecycle.

What are popular job titles related to Encompass Banking Software jobs in Wisconsin? For Encompass Banking Software jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Encompass Banking Software jobs in Wisconsin look for? The top searched job categories for Encompass Banking Software jobs in Wisconsin are:
Encompass Banking Software jobs near you

Mortgage Loan Originator

Citizens Bank - WI

Waukesha, WI • On-site

Full-time

Posted 19 days ago

Job description

At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking a Mortgage Loan Originator to join our team.

Description:

As a Mortgage Loan Originator, you are responsible for generating new business leads by actively building relationships within the community. Mortgage Loan Originators guide customers through the mortgage process, from initial discussions to loan closing

Business Hours:

Typical work week is M-F 8:15am-5pm, flexibility required to meet customer needs

*Hours may vary based on business needs

This position may be located at any one of our branch locations.

Duties and Responsibilities:

  • Build and maintain relationships with customers, referral sources, and industry professionals to generate leads and foster business growth.
  • Meet with customers to understand their financial situation, goals, and preferences.
  • Recommend suitable loan products based on customer’s needs and qualifications.
  • Assist customers with completing loan applications and gather necessary documentation.
  • Evaluate customer’s financial status, credit history, and debt-to-income ratio to determine loan eligibility with a thorough understanding of loan documentation criteria.
  • Ensure compliance with all relevant regulations and guidelines.
  • Actively promote other Bank products and services as appropriate to the customer’s situation.
  • Maintain regular communication with customers, real estate agents, and other parties involved in the transaction to provide updates and address any concerns.
  • Resolve any issues or challenges that arise during the loan process to ensure a smooth closing.
  • Achieve KPIs as established by Bank leadership.
  • Any other duties as assigned.

Requirements:

  • NMLS registry.
  • 2 years of relevant mortgage lending experience at a financial institution or mortgage company.
  • Strong understanding of mortgage products, regulations, and market trends
  • Excellent communication and interpersonal skills.
  • Valid Driver’s License.
  • Reliable transportation for travel between Branch Locations and Closings.
  • Microsoft Office competent.
  • Knowledge of Encompass and Optimal Blue software is a plus.
  • Bachelor’s degree in Finance, Business Administration, or a related field (preferred).
  • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines

Critical Competencies:

  • Accountability
  • Loyalty
  • Collaboration
  • Relationship Selling

****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****

Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf