Onboards and supports mortgage-industry clients through implementation and go-live. Coordinates kickoff calls, system access, resources, tickets, follow-ups, and issue resolution while collaborating with sales, integration, and training teams. Maintains application knowledge, provides industry guidance, communicates proactively, and works toward client satisfaction and service-level targets.

Provides phone and ticket-based support to internal and enterprise mortgage-industry customers. Responsibilities include documenting, researching, resolving, and communicating updates on client issues; coordinating with other departments; maintaining expertise in application and technical components; and participating in client calls. Requires mortgage-industry knowledge, prior funding, processing, underwriting, document-drawing, or related experience, customer service experience, and proficiency with Microsoft Office tools.

Lead client onboarding and implementation for new mortgage-industry customers, providing responsive support through targeted go-live dates. Manage tickets, kickoff and follow-up calls, project status reviews, client communications, issue escalation, and coordination with account management, sales, integration, and training teams. Maintain subject-matter expertise in DocMagic applications, technical components, and MISMO while ensuring timely resolutions and smooth customer transitions.