Polly · 19 hours ago
Encompass Administrator
Dallas, TX
Full-time
Hybrid
Mid, Senior Level
3+ years expPolly is a pioneer in mortgage capital markets technology, and they are seeking an experienced Implementation Consultant to help customers implement and adopt their technology solutions. The role involves leading implementations, configuring integrations, and working closely with customer stakeholders to design efficient workflows.
Big DataComputerEnterprise SoftwareFinancial ServicesFinTech
Responsibilities
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
Qualification
Required
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
Preferred
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.
Company
Polly
Polly is a revolutionary, end-to-end capital markets ecosystem that lenders trust to optimize performance and maximize profitability.
51-200 employees
H1B Sponsorship
Polly has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (1)
Funding
Current Stage
Growth StageTotal Funding
$77MKey Investors
8VCMenlo Ventures
2024-09-10Series Unknown· $25M
2022-01-26Series B· $37M
2021-03-25Series A· $15M
Leadership Team
Parvesh Sahi
Advisory Board Member
Recent News
MenloVentures
2025-12-31
HousingWire.com
2025-10-18
GlobalFinTechSeries
2025-05-17
Company data provided by crunchbase