Hire the best Encompass specialists

Check out Encompass specialists with the skills you need for your next job.

Hire freelancers

$75 hourly
Tyler D.
- 5.0/5
- (4 jobs)
Experienced Account Support Specialist and Analyst with a demonstrated history of working in the beverages industry. Skilled in Market Research, Inventory Management, Data Analysis, and Microsoft Office Suite. Strong analytical background with a Bachelor of Science (BS) focused in Psychology from Wright State University.

Encompass
Data Mining
Online Market Research
Data Entry
Market Trends
Information Analysis
Google Workspace
Company Research
Management Skills
Microsoft Office
Analytical Presentation
SQL
Microsoft Excel
Data Analysis
Marketing Analytics
$35 hourly
Kati S.
- 5.0/5
- (2 jobs)
Experienced executive & administrative assistant, client support, and operational support professional. Motivated and hyper-organized self-starter, committed to producing high quality work. US based. My areas of expertise include: - General Administration including doc management, form preparation, basic accounting/reconciliation, data entry, HR related tasks - Data & Program Administration - Project Management - Organizational system implementation, SOP & process documentation - Shopify store administration - Travel booking & calendar management - Intellectual Property violation reporting - Excel, Coda, Google Suite, Microsoft Suite, Salesforce, Asana I have worked with small businesses and large corporations alike. 4+ years in Administration/Ops. 7+ years in corporate, client facing roles. Ecommerce & Apparel background. Extensive banking & real estate-lending experience. Demonstrated history of handling sensitive client & employee information. Let me know how I can work for you, and take the tasks that are weighing you down off your plate. I’m a quick study & confident you will be satisfied with my level of professionalism, efficiency, and ability to get the job done.

Encompass
Email Management
Event Planning
Salesforce
DocuSign
Calendar
Google Calendar
Customer Service
Administrative Support
Data Entry
Real Estate
Canva
Microsoft Excel
Scheduling
Microsoft Office
$50 hourly
Dave M.
- 5.0/5
- (19 jobs)
Expert Software Developer with 30 years of proven experience. Expert on Telephony, Streaming, MVC and Web Services and Alexa Skills. Expert Loan Origination Expert - Encompass, Calyx Point, Avista. Integration of these with other applications. Also team of expert loan processors available. Expert Kronos Consultant on WorkForce Dimensions, WorkForce Ready and WorkForce Central. Deep knowledge of Kronos API and Setup and Configuration.

Encompass
.NET Core
Session Initiation Protocol
Pipedrive
Kronos Workforce Management
Automatic Speech Recognition
MVC Framework
PCI
Avaya
Alexa Skills Kit
RESTful API
.NET Framework
Web Service
Perl
$45 hourly
Tzvi M.
- 5.0/5
- (5 jobs)
Seasoned Data Engineering and Business Intelligence Professional with 6+ years experience. Full stack ETL 1. Setting up and administering data hosting with all major cloud service data warehouses: BigQuery, Snowflake, Redshift, Databricks. 2. Extraction with custom API Queries, or tools such as Fivetran, Airbyte, Estuary, Singer. 3. SQL and Python Transformation with DBT Core, Domo, or in database. 4. Analysis and visualization in Power BI, IBM Cognos, Tableau, Domo, Looker Studio, Datorama, Mode, and others.

Encompass
AWS Lambda
Amazon Redshift
Databricks Platform
Python
BigQuery
Snowflake
dbt
Data Analysis
ETL
SQL
Microsoft Access
Microsoft PowerPoint
Microsoft Excel
Domo
$12 hourly
Vishwanath R.
- 5.0/5
- (1 job)
Professional Summary: Mortgage Loan Processor with 8+ years of experience in US Mortgage Process. Well versed with End to End process of US Mortgage Loans. Skilled in Encompass, Loan sifter, Pricing & Locking in various Lender Portals for Specific loan products. Experienced in Ordering Services. Accomplished in closing Loans with well-known Lenders

Encompass
Zoho CRM
Microsoft Teams
Price Optimization
PDF Conversion
TeamViewer
Team Management
Income Statement
LoanSifter
$70 hourly
Anne H.
- 5.0/5
- (2 jobs)
Experienced Administrator and Business Analyst with a demonstrated history of working in the mortgage, automotive, and damage assessment industries. Proficient with Microsoft Office, Google Suite, Encompass, Micros, QuickBooks, Hubdoc, SalesForce, Jira, and Slack. Organized, correctable, excellent communication skills, approachable and a fast learner. Working on obtaining my Salesforce Administrator Certification currently but have worked with Salesforce on a user level for 10 years.

Encompass
Jira
Administrative Support
Salesforce
Intuit QuickBooks
Lucidchart
Report
Google
Google Sheets
Data Entry
Scheduling
Google Workspace
Microsoft Office
$37 hourly
Lauren H.
- 5.0/5
- (1 job)
Client-focused, driven professional with over 15+ years of experience providing financial support and guidance. Expertise in fostering relationships with a variety of stakeholders, facilitating business processes in support of fiscal operations. Extremely detail oriented with the ability to work on multiple tasks at once.

Encompass
Computer
Presentation Design
Presentations
Business Presentation
Office Design
Microsoft Word
Microsoft Office
Microsoft Excel
$45 hourly
Todd H.
- 0.0/5
- (1 job)
Objective Experienced and results-focused professional with an extensive underwriting, compliance, account management, financial services, and sales background.

Encompass
Microsoft SharePoint
Microsoft Office
Report Writing
Cash Flow Analysis
Business Development
Salesforce
Calculation
Business
Financial Report
Salesforce CRM
Oracle
Management Skills
Financial Statement
Business Management
$75 hourly
Paul G.
- 5.0/5
- (2 jobs)
Mortgage Professional with 10 years experience Processing, Post-Closing, Closing, and working as a Loan Officer Assistant.

Encompass
Sales
Customer Service
$20 hourly
Diana R.
- 5.0/5
- (3 jobs)
I am an experienced customer service representative that has been in the industry for 8 + years. I am a leader that takes initiative and is proactive along with taking my job very serious and completely dedicated to my career. With experience in Microsoft office and Google suit and much more. "Positive go getter attitude" Let's get in touch and get the work done. Authorized to work in the US for any employer

Encompass
Business Management
Microsoft Project
Management Skills
Microsoft Office
Microsoft Excel
Google Calendar
Notarization
Project Management
Customer Experience
Mortgage Agreement
Data Entry
$15 hourly
Tessa C.
- 5.0/5
- (2 jobs)
I'm a virtual administrative assistant with experience in client communication, data entry, calendar, and social media management. I look forward to helping all clients with their specific needs and keeping them organized! - Proficient in Encompass, Microsoft Outlook, and Microsoft Office - Years of experience using Instagram, Pinterest, Twitter, and Tik Tok - Regular and thorough communication is a must for me!

Encompass
Social Media Management
Communication Skills
Client Management
Calendar Management
Microsoft Outlook
Microsoft Word
Microsoft Excel
Receptionist Skills
Virtual Assistance
$25 hourly
Kasey T.
- 5.0/5
- (2 jobs)
Experienced Loan Officer Assistant with a demonstrated history of working in the financial services industry. Skilled in Switchboard Operator, Adobe Photoshop, Business Process Improvement, Inventory Control, and Social Media. Strong finance professional with a Bachelor's Degree focused in Fine and Studio Arts from Nazareth College of Rochester.

Encompass
Inventory Management
Customer Service
Marketing
Graphic Design
Loan Processing
Data Entry
$35 hourly
Alysia G.
- 0.0/5
- (0 jobs)
* Personal Assistant * Sales * Auditing * Loan Origination * Business Development * Accounting * Mortgage Loan Processing * Fair Housing Regulations * Account Management * Bookkeeping * Research * Pricing * Financial Services * Office Management * Upselling

Encompass
Communication Etiquette
Communication Skills
Bookkeeping
Loan Processing
Notarization
Mortgage Agreement
Bank Reconciliation
Finance
Microsoft Outlook
Expert
Virtual Assistance
Receptionist Skills
Microsoft Office
$50 hourly
Morgan K.
- 0.0/5
- (2 jobs)
Advanced Encompass administrator with 5 years admin and workflow-customization experience. Whether you are standing up your first instance or looking to automate workflows, I can help!

Encompass
$35 hourly
Tommica T.
- 0.0/5
- (0 jobs)
Mortgage Operations Leader with over 20 years of success in post-Professional Summary Dynamic and results-driven Mortgage Operations Leader with over 20 years of experience across the full spectrum of mortgage lending, specializing in post-closing, investor delivery, quality control, and regulatory compliance. Adept in managing complex, high-volume pipelines for FHA, VA, USDA, Bond, and Conventional loans, with a proven track record of optimizing workflows, enhancing documentation accuracy, and ensuring timely investor delivery. Demonstrated success leading remote and onshore teams, improving audit outcomes, and navigating both retail and correspondent lending environments. Active NMLS-licensed Mortgage Signing Agent, recognized for professionalism, operational expertise, and a commitment to excellence. Seeking a leadership opportunity with a federally chartered bank or mortgage lender where deep industry insight and strategic process management can drive performance and growth, investor delivery, quality control, and regulatory compliance across FHA, VA, USDA, Bond, and Conventional loan products. Proven ability to manage high-volume loan pipelines, lead cross-functional teams, and implement process improvements that reduce loan exceptions and meet investor SLAs. I am currently active as a Mortgage Signing Agent, and a licensed NMLS originator. Known for a strong track record in team development, documentation accuracy, and audit remediation. Seeking to bring deep operational expertise to a leadership role in a federally chartered bank or mortgage lender. Core Competencies * Mortgage Post-Closing Operations * FHA / VA / USDA / Conventional / Bond Loans * Regulatory Compliance (TRID, RESPA, FHA Guidelines) * Loan Delivery & Investor Shipping * Quality Control & Audit Remediation * Pipeline Management

Encompass
Computer Basics
$17 hourly
Meghan S.
- 4.9/5
- (22 jobs)
Detail-Oriented Administrative & Data Entry Specialist | 10+ Years in Mortgage Loan Audit Experienced administrative professional with over a decade in mortgage loan auditing, bringing exceptional attention to detail, accuracy, and organizational skills. I have a strong background in data entry, document management, and administrative support. Now seeking part-time opportunities in data entry or general administrative tasks where I can leverage my expertise to help businesses stay organized and efficient. Key Skills: ✅ High Attention to Detail & Accuracy (10+ years in mortgage loan auditing) ✅ Accurate & Efficient Data Entry ✅ Document Formatting & Editing ✅ Email Management ✅ File Organization & Maintenance ✅ Strong Time Management & Communication ✅ Proficient in MS Office Suite & Google Workspace ✅ Research, Data Mining & Scrubbing ✅ Payroll Clerical Support ✅ Basic Photo Editing & Website/Etsy Listings ✅ Print Marketing (QR Codes, Logos, Stickers) I am highly organized, adaptable, and committed to delivering high-quality work. If you need a reliable professional to assist with data entry, administrative support, or organizational tasks, I’d love to help!

Encompass
Financial Audit
Data Mining
SEO Audit
Financial Analysis
Database
Underwriting
Data Entry
Microsoft Excel
Typing
Microsoft Word
$40 hourly
Victoria T.
- 3.7/5
- (7 jobs)
Hi there, I'm Victoria. Upwork Top Rated Plus expert you've been looking for! The skills I've learned over my years of professional work are very useful to any company needing a hardworking individual that thrives on helping others. Skills: Flexible and versatile. Proven multi-tasking skills. Organizational abilities. Poised and competent. Demonstrates the ability to easily transcend cultural differences. Thrives in deadline-driven environments. Magnanimous interpersonal, communication and relationship-building skills. Listens attentively, communicates persuasively and follow through diligently. My experiences have included: Interfaced with customers via inbound and outbound calls, chat and emails Attentively listened to customer needs and concerns; demonstrated empathy Collected pertinent information and disseminate that information to responding units and agencies. Effectively communicated with team members and team leaders to ensure high quality and timely expedition of requests. Sales Support and Administration in Telecom Skills: Windows - Microsoft Office Suite (Excel, Word, PowerPoint, Access, Outlook) 90wpm Calyx Point, Empower, and Encompass Mortgage Software, Velocify, Reverse Vision, Slack, Shopify,

Encompass
Data Entry
Ticketing System
Email Support
Online Chat Support
Helpdesk
BigCommerce
3CX
Microsoft Excel PowerPivot
Microsoft PowerPoint
Slack
Adobe Business Catalyst
Microsoft Outlook
Microsoft Access
$25 hourly
Angela M.
- 4.8/5
- (6 jobs)
I have twenty years of experience in the mortgage industry. I have done sales and taken loan applications,processed loans and gathered required documents and moved to operations where I became a residential mortgage underwriter. I am now a Senior Project Underwriter and I analyze Condominium Financial Statements, Insurance, Bylaws and Legal Documents to ensure the Project Compliance with all Federal Regulations and Guidelines.

Encompass
Real Estate Investment Assistance
LoanSifter
Underwriting
Microsoft Word
Microsoft Excel
Salesforce CRM
$10 hourly
Royena S.
- 0.0/5
- (0 jobs)
Career Objective To acquire a new skill that can enhance and broaden my knowledge with Technology. Learn a few or more skills not related to IT.

Encompass
Customer Service
Microsoft Active Directory
Salesforce
Microsoft SharePoint Administration
Directory
VMWare
Microsoft Teams
Microsoft Office
Microsoft Exchange Server
Microsoft Azure
Citrix
Ticketing System
Zendesk
Jira
$22 hourly
Derek S.
- 0.0/5
- (0 jobs)
To obtain use the skills I have gained through employment experience, education, and real-world applications to further the company towards its goals.

Encompass
Business
Business Presentation
Test Development
Product Development
Economics
International Development
Microsoft Azure
Python
$25 hourly
Laura M.
- 0.0/5
- (0 jobs)
CAREER OBJECTIVE: My career objective is to use my professional and educational background to add value and create growth for my employer. I am proficient in working in a high speed and demanding environment. I will use my expertise to excel in tasks and/or positions that are required of me.

Encompass
Microsoft Office
$19 hourly
Carmalita C.
- 5.0/5
- (2 jobs)
Versatile, reliable hands-on Mortgage Loan Processor with entrepreneurial talents and proficiency in competitive markets. In-depth knowledge of loan processing. Enthusiastic professional who is detail-oriented and adept at organizing information, maintaining schedules, streamlining communications, and keeping things running smoothly. Quickly learns new processes and thrives in challenging work environments emphasizing results. Ambitious, adaptable, results-driven loan processing professional with 14+ years of business experience. Respected and valued by senior management, peers, and subordinates for leadership abilities, intellect, positive attitude, character, and hard work ethic. Bilingual.

Encompass
Office Design
Typing
Process Improvement
Presentation Design
Microsoft Word
Microsoft Office
Database Management System
Marketing
Microsoft Outlook
Google
Invoicing
Microsoft Excel
Administrate
Data Entry
$24 hourly
Collin R.
- 0.0/5
- (0 jobs)
I am currently a Lock Desk Specialist with a well-rounded skill set in managing all rate lock related duties. This includes: locking loans with investors (HomePoint Financial, United Wholesale Mortgage, US Bank, Sunwest and Caliber), extending rate locks before they expire, and processing change requests through OptimalBlue. I’m also a very customer oriented individual as I have experience providing Loan Originators with support for pricing inquiries and post lock questions.

Encompass
Microsoft PowerPoint
Microsoft Word
Pricing
Microsoft Outlook
Customer Service
Microsoft Excel
Salesforce
Sales & Marketing
$30 hourly
Charmaine P.
- 0.0/5
- (1 job)
With a proven track record in mortgage post-closing, RESPA compliance, client account management, notarial acts/duties and loan closing, I bring a results-driven approach, strong attention to detail, and the ability to work independently and as part of a team. With a proven track record of success, I have achieved numerous career milestones that include: -Delivered exceptional performance as a RESPA Disclosure Specialist, ensuring timely and accurate initial and re-disclosures within a remarkable 2-day timeframe. Maintained a 95% accuracy rate, successfully disclosing up to 30 loans daily at Stearns Lending. -Achieved efficient and error-free loan closings, resulting in an impressive 85% loan closing percentage as a Mortgage Loan Closer at South State Bank. Played a pivotal role in the growth of the loan processing team. -Streamlined the process as a Client Account Manager, consistently closing purchase loans within 30 days or less—Oversaw application submissions for 15 wholesale brokers with an average of 30 monthly loans. -Spearheaded the district as a Branch Account Executive, surpassing sales and collections targets by an impressive 20%. Successfully closed an average of 30 consumer loans per month. With solid expertise in quality assurance, process improvement, and training implementation, I am committed to optimizing processes, cultivating relationships, and delivering exceptional customer service. I stay informed about pending industry changes, trends, and best practices in the fast-paced mortgage industry. My core competencies include quality assurance, accuracy and attention to detail, loan programs, process improvement, adherence to industry regulations, stakeholder liaison, and customer service excellence. I am proficient in loan origination systems such as MorVision, Encompass, Calyx Point, and Mortgagebot, as well as advanced technology platforms including Desktop Underwriter (DU), Loan Prospector (LP), and Government Underwriting System (GUS). As a Mortgage Post Closer at REV Federal Credit Union, I have achieved exceptional accuracy and completeness by reviewing, auditing, and ensuring the delivery of closing packages. I am adept at preparing credit and legal documentation packages, delivering files to investors and sub-servicers, and liaising with relevant parties to meet strict deadlines. My skills, experience, and dedication make me a strong candidate for the position. I would like to discuss how my qualifications align with your company's needs.

Encompass
Real Estate Closing
Account Management
Mortgage Agreement
Loan Approval
Loan Processing
Process Improvement
Organizer
Time Management
Accounts Receivable
Accounts Payable
Quality Assurance
Project Management
Customer Experience
Written Comprehension
$70 hourly
Brian S.
- 0.0/5
- (0 jobs)
Encompass custom Plugins, Codebehind, converted Encompass smarclient plugins to Encompass Web. ASP.,NET CORE MVC Apps C#, VB.NET, SQL, Javascript Console Apps, Windows Apps

Encompass
Visual Basic
.NET Framework
JavaScript
VB.NET
SQL Programming
ASP.NET Web API
SQL
ASP
C#
ASP.NET
$20 hourly
Dezarae H.
- 0.0/5
- (1 job)
Objective: Dedicated and experienced Notary Public with a proven track record spanning two decades, offering expertise in general notary work and specializing in Mortgage Loan Signings. Committed to providing exceptional service, ensuring accuracy, and maintaining the highest ethical standards.

Encompass
Google Ads
PandaDoc
DocuSign
Microsoft SharePoint
ChatGPT
Canva
Microsoft Excel
Microsoft PowerPoint
Microsoft Office
$27 hourly
Irene A.
- 0.0/5
- (0 jobs)
Results-driven professional with 20+ years of proven success in banking, mortgage servicing, and customer support. Renowned for optimizing processes, mitigating risks, ensuring regulatory compliance, consistently driving operational efficiency, and delivering exceptional customer experiences. I am a skilled communicator and relationship builder with expertise in cross-functional operations and client satisfaction strategies that exceed performance goals.

Encompass
Loan Processing
Documentation
Process Development
Interpersonal Skills
Zendesk
Salesforce
Data Entry
Life Coaching
Notarization
Phone Communication
Technical Support
Management Skills
Customer Service
Business Management
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Last updated: Apr 25, 2025

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