The Mortgage Office
Technical Onboarding Specialist, Lending/Mortgage
Hybrid, San Mateo, CA
Sponsorship not specifiedDetected 54 days ago
SQLData AnalysisProject ManagementHubSpotCRMPipeline ManagementExcelOnboardingCustomer SuccessCommunicationCollaborationUnderwriting
About the role
- Success in this role requires equal parts process knowledge, client communication, and technical comfort with a consultative approach that prioritizes long-term client outcomes over quick go-lives.
Responsibilities
- Technical Software Implementation: Own the end-to-end onboarding process for loan origination clients, including system configuration, workflow setup, loan type and fee structure build-out, and role-based training tailored to each client's origination team.
- Workflow Discovery & Configuration: Conduct discovery sessions to understand each client's origination process and translate it into TMO system configuration, including pipeline stages, task automation, document checklists, and approval workflows.
- Document & Disclosure Workflows: Guide clients through TMO's document configuration process, leveraging familiarity with origination document packages and disclosure workflows to advise on best practices and support coordination with doc prep service integrations such as Doss Docs or Lightning Docs.
- Client Adoption & Success: Guide clients through go-live and the early months of platform use, proactively identifying adoption gaps and ensuring origination staff - loan officers, processors, and support roles - are confident and productive on the platform.
- Integration & Data Support: Coordinate with the data team on loan data imports and work with clients to connect third-party services such as credit bureaus, e-signature providers, and loan document preparation services.
- Cross-Functional Collaboration: Partner with Sales, Product, and Support to deliver a seamless client experience, relay origination-specific product feedback, and flag configuration edge cases that may need escalation.
- Qualifications Previous experience in Mortgage lending software implementation: lifecycle and documents, including application intake, pipeline management, processing, underwriting, and closing workflows.
- Strong project coordination skills with the ability to manage multiple concurrent onboarding's across internal teams and client stakeholders.
Requirements
- Comfort with assisting data team with system configuration and data imports based on customer's Origination/Loan types as well as basic troubleshooting
- ability to learn and explain software functionality at a technical level.
- Superior communication abilities with proven success explaining technical concepts to non-technical stakeholders.
Nice to have
- Exposure to private lending, hard money, or non-QM origination lending.
- 2-4 years of experience preferred in software implementation, technical onboarding, customer success, or a related client-facing role - preferably in mortgage, fintech, or B2B SaaS.
- Working knowledge of Microsoft SQL for reporting and data analysis.
- Proficiency in Microsoft Excel (functions, macros, data analysis).
- 401(k) with company funded match.
- Mission-driven company with a 45+ year legacy and industry-leading products trusted by thousands of lenders.
- Collaborative, supportive team known for long tenure, deep expertise, and a culture built on trust and integrity.
- Help modernize and evolve the leading platform in private lending technology.
Company info
- We are seeking a Technical Onboarding Specialist (Mortgage/Lending tech) to lead onboarding and configuration for clients deploying TMO's loan origination module.
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This listing is sourced directly from The Mortgage Office's careers page and normalized into a canonical job model.