The Mortgage Law Firm is a trusted name in default legal services, providing comprehensive solutions to financial institutions. They are seeking a Power Platform Automation Engineer to modernize and expand automation capabilities using Microsoft technologies, focusing on building and supporting production-critical automations in a document-intensive environment.
Responsibilities:
- Modernize the automation portfolio by delivering new and enhanced workflows using Microsoft Power Platform (Power Automate Cloud, Power Automate Desktop where needed) and supported Azure services as appropriate
- Partner with business stakeholders to understand processes and identify migration priorities
- Assess existing automation use cases end-to-end (triggers, dependencies, data sources, credentials, SLAs) and translate them into Power Platform solution designs that improve reliability, observability, and maintainability
- Partner with cross-functional teams (operations, IT, development, security, business owners) to validate requirements, define acceptance criteria, and ensure automations meet business and compliance needs
- Establish and maintain delivery standards for automation artifacts, including solution packaging, environment strategy (Dev/Test/Prod), release approvals, and documentation
- Implement version control for all automation artifacts using Git with proper branching strategies
- Participate in the peer review process to ensure changes meet standards prior to release
- Develop RPA workflows using Power Automate Desktop (attended) and Power Automate Cloud flows (unattended), applying structured logic, error handling, and reusable components
- Implement workflow logic using expressions and data transformations (Power Fx, JSON parsing, string/date manipulation, validation rules)
- Build and maintain API-based integrations using HTTP/REST actions (OAuth/API keys where applicable), including robust handling of timeouts, throttling, and error responses
- Create supporting scripts/utilities as needed (e.g., PowerShell) to enable unattended execution and handle file/system tasks related to automation
- Manage solution dependencies, connection references, and environment variables across deployments
- Implement a repeatable deployment process for Power Platform solutions (Dev/Test/Prod promotion, release checklist, smoke tests, rollback steps), using available tools (Power Platform pipelines and/or Azure DevOps as appropriate)
- Implement a phased rollout approach for new Microsoft-based workflows, including parallel validation, controlled cutovers, and post-release stabilization as required
- Architect solutions for high-frequency unattended work (every 30 minutes, hourly, daily) with automatic recovery and retry logic
- Implement document processing automation with OCR capabilities for extraction from PDFs, scanned images, and forms
- Integrate with Microsoft 365 (SharePoint, Teams, Outlook, Excel), Azure services, SQL databases, and third-party APIs
- Provision, configure, and maintain the automation execution environment (Windows automation host/VM including PAD prerequisites, browser versions, automation dependencies, and scheduled task health; IT Support owns OS patching, network, and firewall changes)
- Manage service accounts/permissions required for unattended runs in coordination with IT/security; maintain connection references and credential rotation procedures
- Ensure proper handling of secrets, API keys, and connection credentials — never hardcoded, always vaulted
- Ensure sensitive data is handled using platform-native security controls and organizational standards
- Stabilize and operationalize existing automations (runbooks, alerts, failure triage) while delivering new Power Automate workflows
- Implement monitoring and alerting using Power Automate run history + Teams/email; integrate with existing monitoring when available
- Configure proactive alerts for failures, performance degradation, and anomalies with appropriate escalation paths
- Maintain operations runbooks for incident response, troubleshooting procedures, and known issue workarounds
- Provide production support and continuous improvements for business-critical automations, including failure triage, stakeholder communication, and coordination of escalations with IT/security/vendors as needed; provide support during business hours and coordinate after-hours response for critical workflows per IT policy
- Conduct root cause analysis (RCA) for production incidents and implement preventive measures
- Ensure adequate logging/audit trails to support troubleshooting and compliance requirements
- Maintain audit logs for automation activities as supported by the platform and organizational policy
- Build exception handling with intelligent retry logic, exponential backoff, and clear escalation/disable rules for repeatedly failing runs
- Analyze automation metrics to identify optimization opportunities and capacity planning needs
- Implement continuous improvement cycles based on operational data and user feedback
- Create comprehensive technical documentation: solution architecture, process design documents, deployment guides, and operational runbooks
- Provide training and support to end users on migrated automation processes
- Participate in architecture reviews and knowledge sharing sessions with the broader IT team
Requirements:
- Bachelor's degree in Computer Science, Information Systems, Engineering, or related field (or equivalent work experience)
- 3+ years of hands-on experience building and supporting production automation/RPA solutions, including both attended and unattended workflows
- Hands-on experience with Microsoft Power Automate (Cloud) and Power Automate Desktop
- Experience integrating automations with Microsoft 365 (e.g., Outlook, SharePoint, Teams, Excel) and at least one backend integration: SQL or Dataverse, and/or REST APIs
- Experience implementing document processing/OCR workflows (AI Builder, Azure AI Document Intelligence, or similar)
- Experience operating automations in production using runbooks, monitoring/alerts, and incident response practices
- Familiarity with Git (branching, pull requests)
- Configure/maintain a Windows automation host/VM in Azure used for unattended runs (automation runtime prerequisites, scheduled task health, run reliability; IT Support handles OS patching, network, and firewall)
- US-based and authorized to work in the United States
- Ability to provide after-hours support for critical production issues on an as-needed basis, per IT policy
- Strong communication and collaboration skills
- Familiarity with Power Platform solutions packaging (connection references, environment variables)
- Power BI exposure for basic operational reporting
- Working knowledge of PowerShell for automation support tasks related to unattended execution