Remote Mortgage Tech Solutions Advisor

We know you want your work to matter. Opti Funder is the leading provider of mortgage warehouse technology for IMBs and warehouse lenders.

We are bringing real and positive change to our industry. Being part of Opti Funder means being first to market with breakthrough solutions. Our work is challenging, and we bring our best every day. We are focused on creating value for clients, and we are invested in what we are building together.

We know what it takes to stay in the lead—a high-performing team. We respect our talent and reward our associates with a competitive salary, generous PTO, health and retirement benefits, bonuses and more.

Job Description
We are looking for a trusted advisor who thrives at the intersection of technology and mortgage expertise. The ideal candidate combines analytical rigor with empathy, translating complex business needs into elegant, rule-driven solutions. Curious and adaptable, this person embraces ambiguity and turns it into clarity for clients. The right candidate is hands-on—ready to configure, validate, and optimize workflows that make a measurable difference.

With deep industry experience and a passion for continuous learning, this person should bring confidence and creativity to every engagement.

Responsibilities

• Deliver first-to-market technology that transforms how mortgage originators and warehouse banks operate

• Own client outcomes end-to-end—gathering requirements, designing workflows, and configuring solutions that reduce risk and improve performance

• Collaborate with project managers, subject matter experts, analysts, and Customer Success to drive satisfaction and measurable results

• Provide data-driven decision support through scenario building, multi-factor analysis, configuration review, and environmental assessment

• Configure in an open-source, rule-based admin system to build client instances and improve them through iterative validation

• Build client trust through expert consultation on warehouse performance variables and strategies; engage internal teams as needed

• Articulate complex technical concepts to non-technical stakeholders via meetings, calls, and clear written communication

• Develop best practices for scalability, supportability, ease of maintenance, and system performance

• Use integrated business analysis tools (Excel, GCP Data Studio, Postman) to inform exports/mapping, business rules, and other aspects of configuration

• Test new releases/deployments after hours on occasion to ensure readiness and quality

Skills and Experience

• Bachelor’s degree in a related discipline and a track record of continuous learning

• Thorough understanding of the loan origination process acquired in mortgage or financial services roles

• Experience building complex matrices of requirements without a standard rules engine; extreme focus and attention to detail

• Broad experience with conditional formatting and the ability to translate requirements into rules and decision logic for system evaluation

• Extensive practice configuring, testing, and troubleshooting new applications and systems

• Familiarity with workflows and capabilities of LOS platforms (Encompass, Meridian Link, Byte, Empower, Blue Sage) and warehouse platforms (WLS, Pro Merit)

• Ability to thrive in a virtual team and demonstrate engagement

• Self-motivated, energetic, able to pivot with shifting priorities and process ambiguity

• Authentic client-facing skills: building rapport, establishing trust and credibility, and exchanging clear, professional messages

• Agility and adaptability toward new system features and ongoing development

• Proficiency with MS suite and collaborative tools;
Excel power user is a plus

You might be a good fit if you like to:

• Listen with curiosity, build…