Senior Implementation Consultant - Automated Underwriting/Closing

Job Purpose

The 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%)

Required Qualifications

• 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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