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# Mortgage Technology & CRM Administrator (Encompass / HubSpot / IT ) - Bilingual Chinese Preferred

- **Company:** EAZZY CONSULTING LLC
- **Location:** New York, NY, United States
- **Salary:** $35,360.0
- **Contract:** Internship / Graduate position
- **Skills:** Microsoft Windows, Application Programming Interfaces (APIs), Computing Platforms, Software Documentation, Cyber Security, Encompass, SQL Databases, Systems Integration, WordPress, Internet Protocol Telephony, Software Troubleshooting, Zapier, Gsuite, Hubspot, Api Management
- **Published:** May 31, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=16d4463116ff52ed

## About the Role

Do you have experience in Video conferences (communication methods)?, * 1+ years of CRM, technology administration, or mortgage technology experience

 * Experience with HubSpot CRM administration
 * Strong technical troubleshooting skills
 * Experience creating workflows and automation
 * Strong organizational and project management abilities

Preferred

 * Encompass Administration experience
 * Mortgage industry experience
 * HubSpot certifications
 * API integration experience
 * Website administration experience
 * SQL or reporting experience
 * Phone system administration experience, * Mortgage / lending / fintech experience
 * Automation tools (Zapier, API, workflows)
 * Bilingual Chinese (Mandarin) is a plus, * Do you have experience with API integrations?
 * Do you have experience with RingCentral, Zoom Phone, or VOIP systems?, * How many years of HubSpot Administration experience do you have?
 * How many years of Encompass Administration experience do you have?
 * Have you completed a HubSpot implementation project?

Ability to Commute:

 * Flushing, NY 11354 (Preferred)

## Description

This position will play a critical role in configuring and maintaining Encompass, HubSpot CRM, phone systems, integrations, automation workflows, websites, and related technology solutions., Encompass Administration & Implementation

 * Configure and maintain Encompass Banker Edition
 * Set up loan programs, fee templates, and business rules
 * Configure workflows, milestones, conditions, and automation
 * Manage user permissions and system settings
 * Configure disclosures, documents, and closing packages
 * Support testing, troubleshooting, and go-live activities
 * Work with investors and correspondent lenders

HubSpot CRM Administration

 * Manage HubSpot CRM setup and administration
 * Create and maintain workflows, automation, and reporting
 * Configure pipelines, custom properties, forms, and lead routing
 * Manage user permissions and team access
 * Support HubSpot website updates and landing pages
 * Build dashboards and KPI reporting
 * Maintain integrations with third-party platforms

Systems & IT Administration

 * Manage company technology systems and software platforms
 * Support website maintenance and integrations
 * Configure phone systems, call recording, and CRM synchronization
 * Troubleshoot software and user issues
 * Coordinate with software vendors and consultants
 * Maintain system documentation and procedures
 * Support cybersecurity and access control best practices

Integrations & Automation

Experience with the following is highly preferred:

 * Encompass
 * HubSpot CRM
 * RingCentral
 * Zoom Phone
 * Zapier
 * API Integrations
 * WordPress
 * HubSpot CMS
 * Google Workspace
 * Microsoft 365


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