05 Feb
Mortgage Automator
Old Toronto
Document Solution & Integration Specialist at MORTGAGE automator
Are you ready to be part of a game-changing force in the mortgage industry? At Mortgage Automator, we're not just pushing boundaries; we're redefining them. Our cutting-edge cloud-based loan management and conveyancing software is setting new standards, automating processes, and empowering our clients across four countries — the US, Canada, New Zealand, and Australia.
Why Join Us?
- Competitive Compensation and Benefits: Enjoy industry-leading wages, comprehensive health benefits, and generous vacation policies.
- Impactful Work: Your contributions will directly influence our strategic initiatives and leverage data to maintain our competitive edge.
- Innovative Environment: Stay at the forefront of technology as you work with the latest tools and techniques in data management and analytics.
- Industry Knowledge: Gain insights into the mortgage industry that can inform personal and professional decisions.
- Vibrant Culture: Join a team that values collaboration, coaching, and continuous learning, where professional relationships flourish.
Job Summary:
We are seeking a skilled Document Solution Specialist who can seamlessly blend technical expertise with client-facing responsibilities. In this role, you will automate and optimize document processes using HTML and CSS, and collaborate closely with the Data Migration team, making proficiency in Excel essential. A key aspect of this role involves working with APIs and using Zapier to connect our software with other CRMs and databases, creating a comprehensive ecosystem for our clients. Understanding and optimizing workflow will be crucial. You will work directly with clients to understand their needs and implement effective solutions, ensuring a smooth and efficient document creation process.
Essential Functions:
Document Digitization:
- Use HTML and inline CSS to interpret, structure, format, and digitize loan origination and servicing documents.
- Implement automation solutions to streamline document processes and enhance accuracy and efficiency.
Client Interaction:
- Communicate effectively with clients to understand their requirements and provide tailored solutions.
- Build and maintain strong customer relationships throughout the document creation and execution process.
- Offer training and support to clients on the use of automated document solutions.
Collaboration:
- Work closely with development, client success, and onboarding teams to ensure seamless document creation processes.
- Actively participate in team projects aimed at improving operational efficiency and scalability.
- Provide feedback and insights to internal teams to enhance product offerings and client services.
Issue Resolution:
- Address customer inquiries and concerns through ticketing platforms, ensuring a timely and accurate resolution.
- Conduct thorough investigations of customer issues, identifying root causes and providing effective solutions.
- Escalate complex issues to appropriate teams when necessary, ensuring client satisfaction.
Integration:
- Utilize API and Zapier to integrate with other software and CRM systems, offering clients comprehensive and automated solutions.
- Develop and maintain integration workflows to ensure smooth data exchange between systems.
- Stay updated on the latest API and Zapier developments to continuously improve integration capabilities.
Qualifications & Experience:
- Expert proficiency in HTML and CSS.
- Understanding of best coding practices such as loops, arrays, and variables.
- Proficient in Excel.
- Experience with API, reading JSON files, and Zapier workflows.
- Familiarity with software tools, ticketing systems, or customer relationship management (CRM) platforms.
- Exceptional communication skills, both written and verbal.
- Strong organizational and time management skills.
- Ability to work independently, manage multiple priorities, and thrive in a fast-paced environment.
- Experience in private lending or mortgage industry is preferred.
Ready to revolutionize the mortgage industry? Join us and be part of our journey to greater heights!
Position Status: Permanent
Schedule: Monday to Friday
Work Environment: Hybrid-Remote;
60% in Office (Midtown Toronto) 40% Work from Home
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