Implementation Consultant- PPE Configuration Specialist

United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

SaaS, Cloud Computing, Mortgage TechnologyIndustries

Requirements

Candidates should have 5+ years of experience in software implementation and consulting, including managing complex projects and guiding customers through multi-stakeholder rollouts. Expertise with mortgage software/system implementations, project management tools (Google Workspace, Jira, Confluence), and technical systems/configuration is required. Experience configuring a mortgage Product & Pricing Engine (PPE) such as Polly, Optimal Blue, Lender Price, or EPPS, interpreting and entering rate sheets, creating logic-driven rule sets, and familiarity with conditional statements are essential. Preferred qualifications include gathering pricing requirements directly from lenders, project management skills for structured configurations, and prior experience mentoring implementation consultants.

Responsibilities

The Implementation Consultant will own complex customer implementations from kickoff to go-live, acting as a trusted advisor to guide customers through platform capabilities and strategic configurations. They will independently manage multiple customer projects with competing timelines, lead discovery sessions, design implementation plans, and partner cross-functionally with Sales, Product, Engineering, and Customer Success. Responsibilities also include identifying and resolving roadblocks, creating implementation assets, and mentoring junior team members.

Skills

Software Implementation

Consulting

Project Management

SaaS

Cloud-based Solutions

Customer Onboarding

Configuration

Mortgage Software

Jira

Confluence

Google Workspace

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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