Mortgage Systems Administrator
Capital Bank
| Company | Capital Bank |
| Category | Operations & Admin |
| Location | Rockville |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Not stated |
| Salary | Not stated by the employer |
| Posted | 16 Jun 2026 |
| Last verified | 4 Aug 2026 |
| Source | Employer ATS (greenhouse) |
Description
About Us 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
The Mortgage Systems Administrator is responsible for the administration, optimization, and user enablement of CBHL’s mortgage technology platforms, Loan Operating (LOS) which is Encompass, Customer Relationship Management (CRM) platform (Candid) and Point of Sale (POS) system (Blend). This role serves as the subject matter expert for all systems. The role ensures efficient system utilization across the organization by onboarding new employees, providing ongoing training and support, maintaining data integrity, and continuously improving workflows to enhance loan operational efficiency, user experience, and sales productivity.
Position Responsibilities
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.
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
Serve as the primary internal point of contact for CRM and POS-related questions, troubleshooting, and issue resolution
Monitor system usage and adoption; identify gaps and implement improvements to drive engagement and efficiency
Maintain data integrity within CRM by auditing records, enforcing standards, and resolving discrepancies
Assist with regulatory and compliance-related system requirements, including implementation of investor, agency, and internal policy updates
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
Stay current on system updates, enhancements, and industry best practices; recommend and implement improvements
Coordinate with vendors (Candid and Blend) for support, upgrades, and issue escalation
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.
3+ years of experience administering mortgage technology platforms within the mortgage banking industry.
Direct experience with CRM platforms and/or mortgage POS systems preferred
Experience onboarding or training employees on software systems
Strong understanding of residential mortgage workflows, including lead management through loan closing
Proven ability to manage multiple projects, priorities, and deadlines in a fas