Mortgage Technology & CRM Administrator (Encompass / HubSpot / IT ) Bilingual Chinese Preferred

Mortgage Technology & CRM Administrator (Encompass / HubSpot / IT ) - Bilingual Chinese Preferred

EAZZY CONSULTING LLC

Flushing, NY Job Details Temporary | Permanent | Part-time | Full-time | Internship From $17 an hour 1 hour ago Benefits Employee assistance program Flexible schedule Qualifications Dashboard development Google Workspace Project management in technology Zoom HubSpot Marketing Hub SQL Managing projects CRM system proficiency Video conferences (communication methods) Cybersecurity Loan Origination Systems (LOS) Sales automation technologies Encompass Full Job Description Eazzy Consulting LLC is a growing financial consulting and mortgage technology firm seeking a highly skilled Mortgage Technology & CRM Administrator to manage, optimize, and support our mortgage technology infrastructure, CRM systems, and business operations platforms. This position will play a critical role in configuring and maintaining Encompass, HubSpot CRM, phone systems, integrations, automation workflows, websites, and related technology solutions. Primary Responsibilities Encompass Administration & Implementation Configure and maintain Encompass Banker Edition Set up loan programs, fee templates, and business rules Configure workflows, milestones, conditions, and automation Manage user permissions and system settings Configure disclosures, documents, and closing packages Support testing, troubleshooting, and go-live activities Work with investors and correspondent lenders HubSpot CRM Administration Manage HubSpot CRM setup and administration Create and maintain workflows, automation, and reporting Configure pipelines, custom properties, forms, and lead routing Manage user permissions and team access Support HubSpot website updates and landing pages Build dashboards and KPI reporting Maintain integrations with third-party platforms Systems & IT Administration Manage company technology systems and software platforms Support website maintenance and integrations Configure phone systems, call recording, and CRM synchronization Troubleshoot software and user issues Coordinate with software vendors and consultants Maintain system documentation and procedures Support cybersecurity and access control best practices Integrations & Automation Experience with the following is highly preferred: Encompass HubSpot CRM RingCentral Zoom Phone Zapier API Integrations WordPress HubSpot CMS Google Workspace Microsoft 365 QualificationsRequired 1+ years of CRM, technology administration, or mortgage technology experience Experience with HubSpot CRM administration Strong technical troubleshooting skills Experience creating workflows and automation Strong organizational and project management abilities Preferred Encompass Administration experience Mortgage industry experience HubSpot certifications API integration experience Website administration experience SQL or reporting experience Phone system administration experience Compensation Competitive salary based on experience Contract and project-based applicants welcome Bonus opportunities available Preferred Mortgage / lending / fintech experience Automation tools (Zapier, API, workflows) Bilingual Chinese (Mandarin) is a plus

Pay:

From $17.00 per hour

Benefits:

Employee assistance program Flexible schedule Application Question(s): Have you completed an Encompass implementation project? Do you have experience with API integrations? Do you have experience with RingCentral, Zoom Phone, or VOIP systems? What is your desired compensation? How soon can you start? Are you available for ongoing system administration and support? Please describe the most complex CRM or mortgage technology project you have completed. How many years of HubSpot Administration experience do you have? How many years of Encompass Administration experience do you have? Have you completed a HubSpot implementation project? Ability to

Commute:

Flushing, NY 11354 (Preferred)

Work Location:

In person