OverviewJob PurposeThe 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
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