Polly

Encompass Administrator

Polly

full-time

Posted on:

Location Type: Hybrid

Location: Dallas • Texas • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Lead end to end implementations for Polly customers, serving as the subject-matter expert for LOS workflows, Encompass configuration, and mortgage data structures
  • Partner with customer stakeholders (secondary marketing, capital markets, IT, and ops) to understand current Encompass setups and design future-state workflows
  • Configure, validate, and support integrations between Polly and Encompass, including data mapping, business rules, and automation logic
  • Translate Encompass admin concepts (custom fields, business rules, forms, APIs, reporting) into implementation requirements and solution designs
  • Troubleshoot implementation issues related to LOS data, configuration, and workflow dependencies
  • Document configurations, implementation decisions, and best practices for customers and internal teams
  • Collaborate closely with Product, Engineering, and Customer Success to escalate issues, influence roadmap decisions, and improve implementation playbooks

Requirements

  • Encompass Platform Expertise: 3–7+ years of hands-on experience administering and configuring Encompass as an Administrator, LOS Administrator, Consultant, or Mortgage Systems Analyst in production environments.
  • LOS Configuration & Rule Design: Deep working knowledge of Encompass business rules, custom fields, personas, workflows, forms, and reporting, with the ability to design scalable, logic-driven configurations.
  • Mortgage & Secondary Market Knowledge: Strong understanding of the end-to-end mortgage loan lifecycle, including secondary marketing concepts and downstream operational impacts.
  • Production Change Management: Proven experience supporting and implementing LOS changes in live production environments, with a focus on risk mitigation, testing, and rollout best practices.
  • Customer Consulting & Partnership: Comfort working directly with customers in a consultative, solution-oriented capacity to understand business needs and deliver practical system solutions.
  • Technical Translation & Communication: Ability to translate complex LOS configurations and technical decisions into clear, business-friendly explanations for non-technical stakeholders.
  • Troubleshooting & Systems Thinking: Strong problem-solving and troubleshooting skills in complex system environments, with the ability to diagnose issues across configurations, workflows, and integrations.
  • Client-Facing Implementation Experience (Preferred): Experience in professional services, implementation consulting, or client-facing delivery roles supporting software implementations.
  • Capital Markets & Pricing Exposure (Preferred): Familiarity with capital markets, pricing engines, or secondary marketing systems and how they integrate with the LOS.
  • API & Integration Fluency (Preferred): Exposure to Encompass APIs, SDKs, or third-party LOS integrations, with an understanding of data flow and system interoperability.
  • Multi-Client Delivery (Preferred): Experience managing multiple customers or concurrent implementations while maintaining quality, timelines, and stakeholder alignment.
Benefits
  • Competitive Compensation: Polly offers competitive salaries designed to reward your expertise and direct impact/contributions.
  • Comprehensive Health Coverage: Employees enjoy 100% company-paid medical, vision, dental, disability, and life insurance, granting peace of mind.
  • Flexible Vacation, Done Right: Take time off to recharge when you need it with Polly’s flexible, non-accrued vacation policy—because we trust you to balance work and life.
  • Hybrid Environment: Polly employees work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas-Fort Worth and San Francisco.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Encompass configurationLOS workflowsdata mappingbusiness rulesautomation logicAPI integrationtroubleshootingproduction change managementreportingsystems thinking
Soft skills
customer consultingproblem-solvingcommunicationcollaborationconsultative approachtechnical translationpartnershipstakeholder alignmentimplementation experiencemulti-client delivery