Configuration Specialist - Plan & Benefits Configuration
CentivoFull Time
Expert & Leadership (9+ years)
Candidates must have 5+ years of experience leading software implementations and managing enterprise or high-complexity customers. Expertise with project management tools like Google Workspace, Jira, or Confluence is required, along with experience in mortgage software/system implementations. Familiarity with technical systems and configuration, a passion for customer success, and excellent communication skills are essential. Specific experience configuring a mortgage Product & Pricing Engine (PPE) such as Polly, Optimal Blue, Lender Price, or EPPS, and interpreting/entering rate sheets or pricing rules into a PPE platform are necessary. Knowledge of lock desk operations, margin strategies, and rate sheet structures, as well as experience creating logic-driven rule sets for product eligibility and pricing using conditional statements, if/then logic, and formulas, is required. Preferred qualifications include gathering pricing requirements directly from lenders, project management skills for structured configurations, and prior experience mentoring implementation consultants.
The Implementation Consultant will own complex customer implementations from kickoff to go-live, guiding customers through platform capabilities and best practices. They will independently manage multiple customer projects, lead discovery sessions, and design tailored implementation plans. Responsibilities include partnering cross-functionally with Sales, Product, Engineering, and Customer Success, identifying and resolving roadblocks, and creating implementation assets like templates and best practice guides. The role also involves mentoring junior team members during onboarding and delivery efforts.
Cloud-based platform for mortgage operations
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.