Capital Bank
Mortgage Systems Administrator
Rockville, MD · Full-time
Sponsorship not specified$90k-$120kDetected 19 days ago
CRMAuditingProcess ImprovementCommunicationProblem SolvingUnderwriting
About the role
- We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets.
- 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.
Responsibilities
- 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
- identify gaps and implement improvements to drive engagement and efficiency
- Maintain data integrity within CRM by auditing records, enforcing standards, and resolving discrepancies
- 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
- Monitor system usage and adoption; identify gaps and implement improvements to drive engagement and efficiency
Requirements
- 3+ years of experience administering mortgage technology platforms within the mortgage banking industry.
- Strong understanding of residential mortgage workflows, including lead management through loan closing
- Proficiency with CRM systems and POS platforms.
- Strong understanding of mortgage sales pipelines, lead management, and borrower workflow
Nice to have
- Direct experience with CRM platforms and/or mortgage POS systems preferred
Compensation
- $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.
- Full Time Remote
- Join a growing company with a culture that fosters an entrepreneurial spirit
- Company Contributions to your 401k
- Regardless of your contribution
Benefits
- Generous Paid Time Off and Paid Holidays
- Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more!
- 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.
- Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more?
Company info
- 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
- 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.
- Serve as the primary internal point of contact for CRM and POS-related questions, troubleshooting, and issue resolution
- Assist with regulatory and compliance-related system requirements, including implementation of investor, agency, and internal policy updates
Equal opportunity
- Capital Bank, N.A. is an E-Verify, Affirmative Action and
- Equal Opportunity Employer.
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This listing is sourced directly from Capital Bank's careers page and normalized into a canonical job model.