Hybrid Client Solutions Specialist chez Mortgage Automator

About Mortgage Automator:

Built by Lenders, Designed for Growth. Mortgage Automator was started in 2013 as a simple document generating tool for a small private lender in Toronto, Canada. Since then, the software has evolved significantly to encompass every possible feature and account for all the unique lending scenarios. Mortgage Automator is a cutting-edge technology company specializing in providing innovative, automated solutions for the private lending industry.

Our comprehensive product offerings include modules for loan origination, servicing, and administration. The loan origination module automates the entire process from application to approval, ensuring quick and accurate decision-making. Our servicing module streamlines payment processing, accounting, and borrower communications, while our administration tools offer robust reporting, compliance tracking, and portfolio management capabilities, optimizing operations for our clients.

At Mortgage Automator, our mission is to transform the private lending landscape through the power of automation and technology. We are committed to reducing administrative burdens, improving operational efficiency, and enhancing clarity throughout the lending process. By delivering exceptional support and training, we ensure our clients maximize the value of our platform, empowering them to succeed in a competitive market and driving growth and innovation within the industry.

Why Join Us?

• Competitive Compensation and Benefits: Enjoy industry-leading wages, comprehensive health benefits, and generous vacation policies.
• Impactful Work: Play a direct role in enhancing our customer experience and improving our product.
• Innovative Environment: Stay at the forefront of technology and mortgage automation.
• Career Growth: This role offers a clear pathway for advancement. Team members who excel in the Client Solutions role may be considered for future opportunities in Onboarding or Client Success Management. Growth is performance-based and directly tied to your ability to make an impact, build strong client relationships, and take initiative.
• Vibrant Culture: Join a collaborative, energetic, and feedback-driven team committed to learning and excellence.

Job Summary:

The Client Solutions Team is the frontline of our customer experience — delivering expert-level support, relationship management, and configuration guidance to ensure our clients are set up for success. You’ll act as a trusted partner, helping lenders configure their systems, answer complex inquiries, and navigate our platform through email, live chat, and video calls.

We’re looking for someone who is not only tech-savvy and client-focused but also motivated by the potential to take on greater responsibility. If you’re driven and committed, this role can be a launchpad to long-term growth within the company.

Essential Functions:

• Act as the primary point of contact for client-reported issues via email, chat, or video conferencing.
• Set clear expectations, timelines, and deliverables when assisting clients.
• Assist with the technical setup and configuration of loan products, user roles, workflows, and system permissions.
• Host live walkthroughs, product Q&A sessions, and support calls for individual users and small client teams.
• Confidently present to users with varied technical skill levels, simplifying complex software concepts.
• Diagnose, troubleshoot, and resolve software issues or escalate as necessary.
• Build and nurture long-term client relationships through consistent and proactive communication.
• Document all interactions in our CRM and contribute to our knowledge base.
• Collaborate cross-functionally with QA, Product, and Onboarding teams to ensure seamless client experiences.
• Other duties as assigned.

Qualifications & Experience:

• Experience in Technical Support, Client Success, Onboarding, or QA Testing in a software environment.
• Strong communication skills, especially in explaining technical concepts to non-technical users.
• Detail-oriented and methodical with excellent documentation and organizational skills.
• Able to juggle multiple priorities in a fast-paced, client-focused environment.
• Comfortable presenting to small groups via video calls.

Ready to revolutionize the mortgage industry and accelerate your career? Join us — and take the first step toward a future in leadership at Mortgage Automator!

Position Status: Permanent

Salary: $62,000 +

Schedule: Monday to Friday

Work Environment: In-Office