Implementation Consultant- LOS Mapping & Data Expert

United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

SaaS, Cloud Computing, Mortgage TechnologyIndustries

Requirements

Candidates must possess over 5 years of experience in software implementation and consulting, with a proven track record of managing complex projects and multi-stakeholder rollouts. Expertise in mortgage software/system implementations, technical systems, and configuration is essential, along with admin-level experience in Encompass or similar LOS systems. Experience mapping data between an LOS and third-party systems, understanding data fields for pricing, and troubleshooting data discrepancies are required. Strong project management skills and prior experience mentoring junior consultants are preferred.

Responsibilities

The Implementation Consultant will own and manage complex customer implementations from kickoff to go-live, serving as a trusted advisor to clients on platform capabilities and best practices. Responsibilities include leading discovery sessions, designing tailored implementation plans, and partnering cross-functionally with internal teams to ensure seamless customer onboarding. The role involves identifying and resolving roadblocks, creating implementation assets, and mentoring junior team members.

Skills

Software Implementation

Consulting

Project Management

SaaS

Cloud-based Solutions

Customer Onboarding

Mortgage Software

Technical Systems Configuration

Data Analysis

Problem Solving

Cross-functional Collaboration

Polly

Cloud-based platform for mortgage operations

About Polly

Polly.io offers a platform designed to improve the mortgage industry by making operations more efficient for lenders. The platform is cloud-based, which means it uses internet technology to provide secure and scalable services. This allows lenders to access advanced tools for data analysis and machine learning, helping them to price loans and manage loan locks more accurately and quickly than traditional methods. Polly.io also features a Loan Trading Exchange that connects buyers and sellers of mortgage loans, making the process more transparent and efficient. By providing real-time analytics and market insights, Polly.io helps lenders make better decisions. The goal of Polly.io is to empower lenders of all sizes to enhance their productivity and profitability through its comprehensive suite of tools.

San Francisco, CaliforniaHeadquarters

2019Year Founded

$74.9MTotal Funding

GROWTH_EQUITY_VCCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Professional growth & upward mobility

Competitive salaries

100% paid medical/vision/dental/disability/life insurance

Unlimited PTO

Remote environment

Risks

Increased competition from similar fintech solutions could erode Polly's market share.

Continuous technological advancements may require costly updates to Polly's platform.

Economic downturns could negatively impact demand for Polly's mortgage services.

Differentiation

Polly offers the industry's first cloud-native, commercially scalable Product and Pricing Engine.

The platform integrates advanced data science and machine learning for superior mortgage pricing accuracy.

Polly's Loan Trading Exchange enhances transparency and efficiency in the mortgage loan sale cycle.

Upsides

Polly's cloud-based platform aligns with the industry's digital transformation trend.

The integration with nCino enhances loan officer mobility and engagement opportunities.

Polly's Lender Intelligence tool provides valuable market insights for data-driven decisions.

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