OverviewJob PurposeThe Implementation Consultant is a client-facing delivery professional within ICE Mortgage Technology's Data & Document Automation (DDA) Professional Services Organization. This role is responsible for end-to-end implementation of DDA Analyzer products; Income, Credit, Asset, and Audit Analyzers, which automate mortgage underwriting, quality control, and post-close audit workflows within the Encompass platform. The consultant serves as the primary day-to-day client resource from discovery through go-live and post-implementation support.
Responsibilities- Client Engagement & Delivery
- Own the full implementation lifecycle: discovery, solution design, configuration, UAT, training, go-live, and post-implementation support
- Serve as primary client contact, building trusted advisor relationships with stakeholders from operations staff to executive sponsors
- Facilitate requirements sessions and drive consensus on solution design, workflow integration, and best-practice configurations
- Conduct client training and knowledge transfer to ensure successful adoption and self-sufficiency
- Technical Configuration & Project Management
- Configure DDA Analyzers per client underwriting guidelines, investor overlays, and operational workflows within Encompass and EDS
- Troubleshoot configuration issues and coordinate with Product and Engineering on defect resolution
- Manage project timelines and deliverables across multiple concurrent engagements
- Produce clear status reports, escalation summaries, and implementation documentation for clients and internal stakeholders
- Coordinate cross-functionally with Product Management, Engineering, Technical Support, and DDA Data Services
- Knowledge Sharing & Process Improvement
- Contribute to PSO playbooks, SOPs, and best-practice documentation
- Support adoption and health-check activities for clients in post-go-live phases
- Identify opportunities for process automation and workflow optimization within PSO delivery operations
- Willingness to travel to client sites as needed (up to 25-50%)
Knowledge and Experience- Mortgage Industry Experience (within last 2 years)
- UW Analyzer Track (Income, Credit, Asset Analyzers):
- Senior Underwriter with 3+ years across conventional, government, and/or jumbo products
- Senior Processor with 3+ years managing loan pipelines, conditions, and documentation
- Senior QC Analyst with 3+ years performing pre- or post-close quality reviews
- Audit Analyzer Track:
- Senior Post-Closer with 3+ years in closing, funding, and post-close document review
- Senior Compliance Analyst with 3+ years in mortgage regulatory compliance (TRID, RESPA, ECOA, HMDA)
- Senior QC Analyst with 3+ years performing post-close audit and compliance reviews
- 3+ years client-facing experience in consulting, implementation, or professional services
- Demonstrated project management skills with ability to manage multiple concurrent engagements and meet deadlines
- Strong written and verbal communication, including executive-level documentation and client-facing facilitation
- Proven ability to build trusted client relationships and drive consensus across diverse stakeholder groups
- Self-motivated with strong analytical and problem-solving skills
- Encompass end-user experience in a production lending environment
- DDA Analyzer end-user experience (significant plus)
- Proficiency with JIRA, ServiceNow, Salesforce, or similar tools; Microsoft Office Suite
Preferred Knowledge and Experience- Bachelor's degree in business, finance, or related field (or equivalent experience)
- PMP, CompTIA Project+, or comparable project management certification
- NMLS licensure (current or prior)
- Experience with Agile and Waterfall delivery methodologies
- Prior mortgage technology, fintech, or SaaS implementation experience
- Encompass administrator experience (business rules, field configuration, document management)
- DDA Analyzer administrator or configuration experience
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