The posting
Position Summary
We 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 Responsibilities
Client 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 Profile
The 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.
We recognize the value and importance of diversity and inclusion in our communities and in the workplace. We celebrate diversity and one of our goals as an employer is to create an inclusive work environment for all employees. We are an equal opportunity employer and do not discriminate against any employee or applicant because of race, religion, sex, sexual orientation including gender identity or expression, pregnancy, national origin, age, marital status, veteran status, disability status, or any other category or characteristic protected by law.
Applicants with disabilities who would like to require a reasonable accommodation related to any part of the application process may contact us at [email protected].
NOTE: If an applicant is selected to receive a conditional offer of employment, and in accordance with applicable law, a criminal background check may be conducted before the offer becomes final and employment begins. Pursuant to the San Francisco Fair Chance Ordinance, and other applicable laws, we will consider for employment qualified applicants with arrest and conviction records.
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