Working familiarity with how automations function—how they connect platforms, the role of APIs, why data integrity matters, and basic security considerations—or a strong aptitude and eagerness to learn these quickly (required)
Practical experience building automations with visual workflow builder tools (Power Automate, Workfront Fusion, Workato, or similar) required
Familiarity with common mortgage marketing technology platforms (e.g., Total Expert, MonitorBase, HomeBot, Yext, Evocalize, Relcu, OneTrust) is preferred, but not required
Detail-oriented, with a methodical approach to building and debugging
Creative problem solver who can see the possibilities in a platform and design practical solutions
Curious and self-motivated, with a genuine interest in learning technical systems
Clear communicator, able to explain technical concepts and document work for others
Experience with utilizing AI (Anthropic & OpenAI models) to solve problems, perform research and build mockup workflows
Self-starter who also thrives as part of a team
Adaptable and able to pivot as business needs change and evolve