Point of Sale Systems Administrator

Home Office
15405 SE 37th Street
Suite 200
Bellevue, WA 98006, USA

The Point of Sale System Administrator is responsible for the administration, configuration, and optimization of Evergreen’s Point-of-Sale (POS) platform and related sales technology systems. This role supports efficient mortgage production workflows, drives user adoption, and enhances both borrower and partner experiences.

• Administer and maintain the company’s POS and related sales technology platforms across company, region, branch, and user levels.
• Manage system configuration, including templates, workflows, and user roles, ensuring alignment with business processes and compliance requirements.
• Provide outage updates, collect feedback, and recommend improvements.
• Partner with leadership in managing the POS vendor (nCino), coordinating support cases, escalations, and enhancement requests.
• Monitor vendor releases, evaluate new features, and coordinate testing, communication, and rollout activities in alignment with business priorities.
• Support and execute change management activities, tracking system updates, documenting changes, and ensuring effective communication and adoption across the organization.
• Collaborate cross‑functionally with Production, IT, and Training teams to support system integrations, workflow alignment, and operational efficiency.
• Provide advanced user support and troubleshooting for loan officers, LOAs, and operations teams.
• Analyze user feedback and system performance to identify opportunities for process improvement and system optimization.
• Coordinate onboarding, refresher, and platform-specific training in partnership with the Training Department to drive adoption and effective system use.
• Develop and maintain documentation, job aids, and policies & procedures related to POS system usage and administration.
• Manage user access, including onboarding, role changes, and deactivation across systems.
• Maintain accurate user data and system records, including persona-based access and reporting needs.
• Support departmental coordination activities such as scheduling, communication, and project tracking.
• Other duties as assigned.

• Perform all actions in accordance with the Mission, Vision, and Convictions of EHL.
• Provide a WOW experience and effectively communicate with associates, clients, partners, and vendors via phone, written communication and/or in person.
• Host regular and timely communication with associates and Manager to seek feedback.
• Be willing to assume additional responsibilities, duties, or projects as they arise.
• Show strong organization skills, the ability to learn quickly, and accuracy/timeliness in completing tasks.
• Perform all actions in accordance with policies and procedures of the company.
• Meet productivity guidelines of the position.
• Use software specific to the position and Microsoft office products effectively.
• Continuously explore, adopt, and integrate approved AI tools into daily work to improve productivity, accuracy, scalability, and workflow efficiency while ensuring compliance with company policies, security standards, and data protection requirements.
• Work well with other members of the EHL team and be willing to fill in when needed.

• 5-8 years of experience in mortgage operations, sales technology, system administration, or business systems analysis.
• Hands‑on experience with mortgage technology platforms such as nCino, Encompass, or similar systems, including system configuration, workflow management, or user administration.
• Experience supporting or participating in system implementations, enhancements, or release management activities.
• Ability to analyze business processes and translate operational needs into system solutions and improvements.
• Experience working with third‑party vendors or technology partners, including coordinating support cases or system enhancements.
• Strong organizational and multitasking skills with the ability to manage competing priorities in a fast‑paced environment.
• Excellent written and verbal communication, with the ability to effectively support and guide users at…