Loan Servicing, SaaS, Onboarding Specialist

Loan Servicing Onboarding Specialist

Join The Mortgage Office - The Market Leader in Loan Servicing Software!

At The Mortgage Office , we re not just another software company we re the underlying technology powering the private lending industry. As a Huntington Beach-based PropTech powerhouse, we provide the leading Loan Servicing software that helps lenders streamline their operations and stay ahead in a competitive market. With over 1,200 enterprise customers and growing, we are a well-funded, fast-paced B2B SaaS company on a mission to revolutionize loan management solutions.

If you are passionate about customer success, enjoy working with financial software, and have a knack for problem-solving, this is the perfect opportunity for you.

Why You ll Love Working at TMO:

• Be part of a rapidly growing tech company
• Work in a fun, collaborative and innovative environment.
• Opportunities for professional growth and career advancement.
• A dynamic team that values teamwork, knowledge-sharing and cross-training
• Ocean view offices with lots of free snacks!
• Epic company Christmas parties

Job Summary:

As a Loan Servicing Onboarding Specialist, you will play a pivotal role in ensuring our clients' success by guiding them through the onboarding process and empowering them with the knowledge they need to maximize their use of The Mortgage Office software. You will be the go-to expert who helps new clients hit the ground running and ensures they achieve long-term success with our platform.

Key Responsibilities:

• Client Onboarding & Training: Guide new customers through the implementation process, ensuring a seamless transition to our software.
• Product Training: Conduct engaging and informative training sessions via Zoom, addressing client-specific needs and industry best practices.
• Customized Solutions: Work closely with clients to tailor the software to their loan servicing workflows and operational goals.
• Customer Support: Provide ongoing assistance, addressing inquiries, troubleshooting issues, and ensuring clients feel confident using the platform.
• Cross-Department Collaboration: Work with Sales, Product, and Support teams to relay client feedback and identify opportunities for improvement.
• Process Optimization: Continuously refine onboarding workflows and contribute to internal knowledge-sharing to enhance team efficiency.
• Documentation: Create and update training materials, user guides, and knowledge base articles to support self-service learning.
• Retention & Success: Proactively monitor client progress and ensure long-term satisfaction by identifying potential challenges and offering solutions.

What We're Looking For:

• Experience: Ideally 3 years working in loan servicing, mortgage operations, and/or software onboarding.
• Technical Aptitude: Strong proficiency in Microsoft Excel and familiarity with database queries (Microsoft Access / Microsoft SQL Server).
• Communication Skills: Exceptional verbal and written communication skills, with the ability to translate complex concepts into simple terms.
• Problem-Solving Abilities: A proactive approach to identifying challenges and providing strategic solutions.
• Organizational Skills: Attention to detail, time management, and ability to juggle multiple clients simultaneously.
• Industry Knowledge: Familiarity with loan servicing concepts, accounting principles, and mortgage industry regulations is a plus.

Preferred Qualifications:

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Experience with SaaS platforms in the mortgage or lending industry.
• Understanding of API integrations and third-party software solutions.

Perks & Benefits:

• Competitive salary and performance incentives.
• Comprehensive health benefits package.
• Generous PTO, holidays, and work from home days
• Team-building activities and a fun, collaborative culture.

Ready to Make an Impact?

Join us at The Mortgage Office and help revolutionize the private lending industry! Apply today and become a vital part of our client success journey.