Mortgage Systems Administrator

About Us
Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey.

Come join a bank where our employees thrive and are engaged in meaningful work. For the last 6 out of 7 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker.

Position Purpose

The Mortgage Systems Administrator is responsible for the administration, optimization, and user enablement of CBHL’s mortgage technology platforms, Loan Operating (LOS) which is Encompass, Customer Relationship Management (CRM) platform (Candid) and Point of Sale (POS) system (Blend). This role serves as the subject matter expert for all systems. The role ensures efficient system utilization across the organization by onboarding new employees, providing ongoing training and support, maintaining data integrity, and continuously improving workflows to enhance loan operational efficiency, user experience, and sales productivity.

Position Responsibilities

Serves as the primary administrator and subject matter expert for the Encompass loan origination system, including system configuration, maintenance, workflow management, user access, and ongoing optimization.

Partner with Operations, Sales, Processing, Underwriting, Secondary, Compliance, and IT teams to identify process improvement opportunities and implement technology-driven solutions.

Administer and maintain the Candid CRM and Blend POS platforms, including user setup, permissions, and configuration

Lead onboarding for new employees, including system setup, training, and adoption support

Develop and deliver training materials, documentation, and live sessions for loan officers, processors, and operations staff

Serve as the primary internal point of contact for CRM and POS-related questions, troubleshooting, and issue resolution

Monitor system usage and adoption; identify gaps and implement improvements to drive engagement and efficiency

Maintain data integrity within CRM by auditing records, enforcing standards, and resolving discrepancies

Assist with regulatory and compliance-related system requirements, including implementation of investor, agency, and internal policy updates

Assist in the design and implementation of campaigns, pipelines, and automated communication within Candid

Support integration efforts between CRM, POS, LOS (e.g., Encompass), and other internal systems

Track and report on key metrics related to system usage, lead conversion, and operational efficiency

Stay current on system updates, enhancements, and industry best practices; recommend and implement improvements

Coordinate with vendors (Candid and Blend) for support, upgrades, and issue escalation

Minimum Education & Experience

Bachelor’s degree in Business Administration, Finance, Information Systems, or related field preferred; equivalent combination of education and experience may be considered.

3+ years of experience administering mortgage technology platforms within the mortgage banking industry.

Direct experience with CRM platforms and/or mortgage POS systems preferred

Experience onboarding or training employees on software systems

Strong understanding of residential mortgage workflows, including lead management through loan closing

Proven ability to manage multiple projects, priorities, and deadlines in a fast-paced environment

Technical Knowledge and Skills

Proficiency with CRM systems and POS platforms.

Working knowledge of Loan Origination Systems such as Encompass and system integrations

Strong understanding of mortgage sales pipelines, lead management, and borrower workflow

Ability to configure workflows, automation, and user settings within SaaS platforms

Data management skills, including maintaining accuracy, reporting, and basic analytics

Excellent troubleshooting and problem-solving abilities

Strong communication skills with the ability to train both technical and non-technical users

High level of organization and attention to detail

Compensation

Base Salary Range: $90,000 - $120,000 annually. Final determination of where you are at in the salary range is based on numerous factors such as geographical location, relevant experience, skill set, education, and ability to meet qualifications within the job description.

Additional Compensation: This role will include a yearly annual target bonus based on individual performance.

Working Arrangements

Full Time Remote

Why Join Us?

Join a growing company with a culture that fosters an entrepreneurial spirit

Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more?

Company Contributions to your 401k - Regardless of your contribution

Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more!

Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities

Supporting Businesses. Helping People. Strengthening Communities.
Capital Bank, N.A. is an E-Verify, Affirmative Action and Equal Opportunity Employer.