Technical Onboarding Specialist, Lending/Mortgage

About the role

We are seeking a Technical Onboarding Specialist (Mortgage/Lending tech) to lead onboarding and configuration for clients deploying TMO's loan origination module. This role is well-suited for professionals with hands-on lending/mortgage technology experience who enjoy bridging the gap between how lenders operate and how software should be configured to support them.

You will work closely with operations managers, branch leads, and origination teams to understand each client's lending workflow, translate it into a tailored TMO configuration, and guide users through training and adoption. 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.

What you'll do

• 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.
• Project Coordination: Serve as the day-to-day point of contact for your client implementations, coordinating timelines and deliverables with TMO's professional services and data teams to keep onboardings on track and stakeholders informed.
• 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.
• Familiarity with origination document packages and lending disclosures -  including initial disclosures, escrow instructions, promissory notes, deeds of trust, Loan Estimate/Closing disclosure and related fee estimates- and a working understanding of the data required.
• 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.
• Strong project coordination skills with the ability to manage multiple concurrent onboarding's across internal teams and client stakeholders.
• Superior communication abilities with proven success explaining technical concepts to non-technical stakeholders.
• Experience with CRM systems (HubSpot preferred) and project management platforms.

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).

Why Join Us?

• Comprehensive health, dental, and vision coverage.
• 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.
• Beautiful San Mateo office with a tight-knit culture.
• Competitive compensation and room for professional growth.
• Performance-based bonuses.
• Generous PTO. 
• Modern workspace with on-site amenities.
• Awesome company Christmas party.