Senior Professional Service Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead discovery sessions to gain insights into client objectives, workflows, and business needs.

• Evaluate current processes and propose optimal solutions based on best practices.

• Convert business needs into functional system designs and operational frameworks.

• Spot opportunities for automation, process enhancements, and operational efficiencies.

• Act as a trusted advisor to both business and executive stakeholders.

• Conduct workshops and meetings with stakeholders.

• Record requirements, process flows, gap analyses, and recommendations for solutions.

• Assist with configuration validation, testing, training, user acceptance testing (UAT), and activities leading up to go-live.

• Collaborate with clients to foster organizational readiness and user engagement.

• Work in close partnership with Product Management, Professional Services, Client Success, Training, and Technical teams.

• Cultivate robust relationships with clients and internal stakeholders.

• Share best practices and provide mentorship to team members as appropriate.

• Enhance client satisfaction, ensure timely project delivery, maintain solution quality, and promote user adoption, implementation success, and positive client outcomes.

⛳️ Requirements

• Over 5 years of experience in mortgage banking, financial services, consulting, business analysis, or software implementation.

• Strong grasp of mortgage origination, lending operations, or loan lifecycle processes.

• Proven experience in gathering and documenting business requirements.

• Excellent communication, facilitation, and presentation abilities.

• Strong analytical, organizational, and problem-solving skills.

• Capability to manage multiple priorities and work autonomously in a dynamic environment.

• Familiarity with loan origination systems (LOS), such as Empower or comparable mortgage platforms (preferred).

• Experience in leading system implementations or business transformation initiatives (preferred).

• Knowledge of mortgage compliance, investor prerequisites, and operational workflows (preferred).

• Certifications such as PMP, CBAP, Lean, Six Sigma, or similar qualifications (preferred).

🏝️ Benefits

• Company profit-sharing bonus plan.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Basic life insurance.

• Short-term disability insurance.

• Long-term disability insurance.

• 401(k) participation with company matching.

• Minimum of 10 days of vacation for new employees.

• Sick time in accordance with state regulations.

• 8 company-paid holidays annually.

• 2 personal holidays each year.