3+ years in mortgage lending or operations, software implementation, or banking technology
Strong communication and customer-facing skills
Ability to analyze and improve business processes
Experience in collaborative team environments
Proficient in using Microsoft Office applications
Responsibilities
Lead implementation of mortgage technology solutions, including Encompass
Collaborate with clients to gather requirements and document workflows
Assist with configuration, testing, and deployment activities
Facilitate client meetings, workshops, and training sessions
Identify and communicate project risks and dependencies
Recommend best practices and process improvements
Coordinate with cross-functional teams within Professional Services
Stay informed on industry trends and technology solutions
Support multiple projects in a fast-paced environment
Travel approximately 10-15% as project needs arise
Benefits
Opportunity for professional growth in enterprise technology solutions
Exposure to the latest mortgage technology trends and tools
Collaborative team environment with cross-functional exposure
Flexibility to manage multiple projects simultaneously
Development of consultative and problem-solving skills
Full Job Description
Overview
Job Purpose
The Consultant, PSO - Implementation is responsible for driving the implementation, configuration, and adoption of mortgage technology solutions for customers. Working closely with project teams, business stakeholders, and client partners, the consultant helps gather requirements, configure solutions, support testing activities, and helps lead implementation projects.
This role is ideal for professionals with experience in mortgage operations, financial services, business systems, software implementations, or consulting who are looking to grow their expertise in enterprise technology solutions.
Responsibilities
Lead the delivery, configuration, and implementation of mortgage related technology solutions to include Encompass
Collaborate with customers to gather business requirements and document workflows and process improvements
Assist in solution readiness, initiation, configuration, testing, deployment, and post-deployment activities
Participate in client meetings, workshops, and training sessions
Identify project risks, issues, and dependencies and communicate them to project leadership
Recommend process improvements and best practices to enhance customer adoption and utilization of solutions
Partner with cross-functional teams including Product, Support, Engineering, and other teams within Professional Services
Stay informed on mortgage industry trends, lending operations, and technology solutions
Support multiple implementation projects simultaneously in a fast-paced environment
Travel estimated 10-15% as needed based on project and client requirements
Knowledge and Experience
3+ years of experience in one or more of the following:
Mortgage lending or mortgage operations
Software implementation or consulting
Banking technology
Strong communication and customer-facing skills
Ability to analyze business processes and identify opportunities for improvement
Experience working in a collaborative team environment.
Strong organizational and time management skills
Experience with Microsoft Office applications, including Excel, Word, PowerPoint, and Teams
Preferred Knowledge and Experience
Experience with Loan Origination Systems (LOS), mortgage technology platforms, Encompass preferred
Exposure to software implementation, business analysis, system configuration, or process improvement initiatives
Familiarity with customer software onboarding methodologies
What We're Looking For
A consultative mindset with a passion for solving customer challenges
Strong problem-solving and analytical skills
Curiosity and willingness to learn new technologies and business processes
Ability to build relationships and work effectively with customers and internal teams
Self-motivated professionals who thrive in a dynamic and growing environment
