Position SummaryWe are seeking an experienced
Senior Professional Service Consultant to partner with mortgage lenders on business transformation, system implementation, and process optimization initiatives. This role works directly with clients to understand business objectives, analyze operational processes, and design solutions that drive efficiency, compliance, and user adoption.
The ideal candidate is an
independent thinker,
self-starter, and
collaborative team player who can translate complex business requirements into practical solutions and deliver successful client outcomes.
Key ResponsibilitiesClient Consulting & Solution Design- Lead discovery sessions to understand client goals, workflows, and business requirements.
- Analyze current-state processes and recommend best-practice solutions.
- Translate business requirements into functional system and operational designs.
- Identify opportunities for automation, process improvement, and operational efficiency.
- Serve as a trusted advisor to business and executive stakeholders.
Implementation & Delivery- Facilitate workshops and stakeholder meetings.
- Document requirements, process flows, gap analyses, and solution recommendations.
- Support configuration validation, testing, training, user acceptance testing (UAT), and go-live activities.
- Partner with clients to drive organizational readiness and user adoption.
Collaboration- Work closely with Product Management, Professional Services, Client Success, Training, and Technical teams.
- Build strong relationships with clients and internal stakeholders.
- Share best practices and mentor team members where appropriate.
Required Qualifications- 5+ years of experience in mortgage banking, financial services, consulting, business analysis, or software implementation.
- Strong understanding of mortgage origination, lending operations, or loan lifecycle processes.
- Experience gathering and documenting business requirements.
- Exceptional communication, facilitation, and presentation skills.
- Strong analytical, organizational, and problem-solving capabilities.
- Ability to manage multiple priorities and work independently in a fast-paced environment.
Preferred Qualifications- Experience with loan origination systems (LOS), including Empower or similar mortgage platforms.
- Experience leading system implementation or business transformation projects.
- Knowledge of mortgage compliance, investor requirements, and operational workflows.
- PMP, CBAP, Lean, Six Sigma, or related certifications.
Success ProfileThe successful candidate will be:
- Independent Thinker: Challenges assumptions and develops innovative solutions.
- Self-Starter: Takes ownership, works with minimal direction, and drives results.
- Team Player: Collaborates effectively across clients and internal teams.
- Consultative: Focuses on understanding business needs before prescribing solutions.
- Customer-Focused: Committed to delivering measurable client outcomes.
- Results-Oriented: Accountable for quality, timelines, and customer satisfaction.
Key Performance Indicators- Client satisfaction
- On-time project delivery
- Requirements and solution quality
- User adoption and readiness
- Implementation success and client outcomes
- Reduction in rework and escalation rates
FLSA Designation (US Only):Exempt
Salary Range:The estimated base salary range for this role is USD$117,000.00 - USD$143,000.00 per year. We include salary ranges in job postings only where required by applicable pay transparency laws, based on the jurisdictions in which the role may be performed. The posted range is a good faith estimate and reflects factors that are subject to change. Final offer amounts may vary based on job-related factors, including work location, candidate experience and expertise, and other relevant considerations.
Other Compensation (US Only):This role will also be eligible for participation in a Company profit sharing bonus plan. Plan details will be provided to you upon hire.
Benefits (US Only):Full time employees will also be eligible for enrollment in a wide range of choices of benefits , including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match).
Time off (US Only):The Company provides a minimum of 10 days of vacation for new employees , sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year.
