Loan Servicing 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.

Applied Business Software Inc. (ABS), has been developing/selling/supporting lending software since 1978. This high-end software is sold to small/medium sized lending institutions, and their products (The Mortgage Office and The Loan Office) have thousands of users across the globe. Customer satisfaction ratios are incredibly high (97% ) and the product is very stable, popular, and in demand.