MetaSource

General

• Provides Tier 1 support for MERS-related applications, including troubleshooting issues
• Assisting clients with system navigation
• Escalating complex cases when necessary
• Completes MERS Annual Reviews as a third-party auditor, ensuring accuracy and compliance within required timeframes
• Collaborates with MERS members to ensure monthly data reconciliation standards are met using the mintrak2 system
• Monitors and responds to client requests via the MERS Services email box, providing timely resolutions for application support inquiries
• Maintains up-to-date knowledge of process and regulatory changes, as well as MERS guidelines related to MERS requirements
• Identifies gaps in member processing and provide recommendations to correct deficiencies related to MERS compliance
• Assists with onboarding and implementation of new clients, including initial application setup and troubleshooting
• Supports monthly client reporting needs, reviews for discrepancies, and ensuring data accuracy and compliance

MERS Specialist

Account Manager

• The Strategic Account Manager (SAM) plays a pivotal role in driving growth, retention, and strategic value creation across our most important client partnerships.
• Assigned to high-value accounts, the SAM acts as a trusted advisor and strategic partner — orchestrating internal collaboration, leading client strategy development, and ensuring that client objectives are met with excellence.
• The SAM is accountable for long-term relationship growth, client satisfaction, and continuous value delivery aligned with our clients’ evolving needs.
• Builds and nurtures trusted, senior-level relationships with designated mortgage clients to position the company as a long-term strategic partner.
• Leads regular executive-level client engagement activities to maintain alignment on objectives, opportunities, and performance outcomes.
• Collaborates with internal stakeholders to shape solutions, identify expansion opportunities, and co-create roadmaps that drive measurable client outcomes.
• Refine growth strategies based on evolving client needs, market trends, and performance data.
• Serves as the primary point of contact and advocate for the client within the organization.
• Orchestrates collaboration across Business Development, Mortgage Service Delivery, and other internal teams to ensure cohesive execution of client initiatives.
• Owns revenue growth, renewal, and client retention targets as defined by the company.
• Leads the development, negotiation, and execution of Statements of Work, Change Orders, and renewal agreements to protect and grow revenue streams.
• Ensure commercial terms, service levels, and compliance requirements are met.
• Maintains accurate documentation of agreements and oversees timely renewals and amendments.
• Monitors and reports on account performance, pipeline, and financial metrics, providing regular updates and forecasts.
• Champions a culture of continuous improvement by capturing client feedback, identifying process enhancements, and driving innovation within each account.
• Partners with Service Delivery teams to improve quality, cost efficiency, responsiveness, and customer experience.
• Supports the evolution of our Strategic Account Management methodology through best practice sharing and contribution to organizational learning.

Mortgage Strategic Account Manager

Sales

• Support channel partners with software licensing and professional services opportunities by preparing quotes, responding to pricing inquiries, and assisting with proposal development.
• Develop software sales quotes, professional services quotes, and margin analyses to support channel sales efforts and ensure transaction profitability.
• Review software licensing requirements, vendor pricing programs, and Professional Services Statements of Work (SOWs) to ensure transaction accuracy and readiness for processing.
• Prepare and validate sales orders, purchase orders, pricing documentation, and supporting materials prior to submission for order processing.
• Coordinate and track partner and client purchase orders through fulfillment, proactively managing communications and issue resolution until delivery is complete.
• Maintain current knowledge of manufacturer products, pricing programs, licensing models, promotions, and vendor program updates.
• Support channel communications and outbound partner engagement efforts, including product updates, scheduling meetings, partner outreach, and sales support activities.
• Assist with Professional Services project tracking, client onboarding and offboarding activities, and coordination of MetaStor implementation-related administrative requirements.
• Maintain channel partner portals, sales support documentation, CRM records, and operational reporting while keeping management informed of channel partner and direct client activity.

Channel Sales Specialist, Full Time, Flexible Hours

Accounting Manager

• Manages and oversees payroll processing to ensure employees are paid accurately and on time.
• Supervises customer billing activities, invoicing, and payment application.
• Leads accounts receivable management, including collections and customer account follow-up.
• Processes and administers software licensing agreements, including new customer orders, renewals, upgrades, and contract modifications.
• Coordinates cross-functionally to ensure accurate order entry and customer account administration.
• Monitors outstanding receivables and work proactively to reduce aging balances.
• Maintains accurate customer, contract, and billing records within company systems.
• Ensures operational processes are followed consistently and identify opportunities for increased efficiency.
• Assists with month-end closing activities related to payroll, billing, accounts receivable, and revenue administration.
• Prepares routine reports related to billing, collections, renewals, and operational performance.
• Develops and maintains standard operating procedures for accounting and revenue-related processes.
• Trains and supervises accounting operations staff as needed.
• Supports special projects and process improvement initiatives.

Manager, Accounting Operations

Channel Licensing Specialist

Analyst

• Conduct post-closing quality control reviews of mortgage loan files.
• Review income, assets, credit, collateral, and occupancy documentation for accuracy and compliance.
• Ensure compliance with agency guidelines, investor requirements, and applicable federal and state regulations.
• Evaluate loan documentation for completeness, accuracy, and consistency.
• Identify underwriting, compliance, documentation, and data integrity defects.
• Assign defect severity levels and document findings in quality control reports.
• Communicate review results and corrective action recommendations to management and operational teams.
• Track and monitor defect trends to identify systemic issues and opportunities for process improvement.
• Maintain knowledge of current mortgage lending regulations, underwriting guidelines, and investor updates.

Mortgage Quality Control Analyst

Systems Engineer

• Architect, design, implement, and maintain enterprise IT infrastructure in both on-premises and cloud environments.
• Assist in the evaluation, selection, and implementation of infrastructure technologies and technical solutions that align with business objectives.
• Maintain a comprehensive understanding of system architecture, dependencies, integrations, and operational impacts across the technology environment.
• Troubleshoot and resolve complex infrastructure, networking, storage, virtualization, security, and application-related issues.
• Serve as a senior escalation point for critical incidents and outages, driving timely resolution while minimizing business disruption.
• Analyze system failures, performance issues, and service interruptions to identify root causes and implement corrective and preventive actions.
• Evaluate infrastructure designs for security, reliability, scalability, performance, and operational risk.
• Ensure compliance with established security frameworks, policies, and best practices.
• Develop, test, and maintain disaster recovery, business continuity, backup, and restoration strategies.
• Create automation and scripting solutions to improve operational efficiency, system reliability, and scalability.
• Collaborate with business leaders and stakeholders to communicate technical recommendations, project updates, risks, and infrastructure roadmaps.
• Translate complex technical concepts into business-focused recommendations for non-technical audiences.
• Develop and maintain technical documentation, architecture diagrams, operational procedures, and support processes.
• Monitor infrastructure health, capacity, availability, and performance metrics, providing reporting and recommendations as needed.
• Participate in on-call escalation support for critical infrastructure incidents as required.

Senior Systems Engineer – Infrastructure, Cloud

Data Entry

• Enters complex alphanumeric data into the computer system from documents or records scheduled for processing
• Enters information regarding document tracking into the computer system
• Requests any necessary documentation required for the preparation of the data for entry
• Prepares any assigned logs or other data entry records required to calculate volumes, accuracy rates, deadlines, or status of documents remaining to be entered
• Properly labels or identifies all files or documents entered
• Generates required reports to complete appropriate distribution of the documents or files
• Performs all other duties as requested