Senior Implementation Consultant, Automated Underwriting/Closing

Intercontinental Exchange Inc

  • Jacksonville, FL
  • 30+ days ago

    Highlights

    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 Implementation Consultant is a client-facing delivery professional within ICE Mortgage Technology's Data & Document Automation (DDA) Professional Services Organization.

    Numbers & Facts

    LocationJacksonville, FL

    Description

    Overview

    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

    Required Qualifications

    Mortgage Industry Experience (within last 2 years)

    UW Analyzer Track (Income, Credit, Asset Analyzers):

    • Senior Underwriter with 3-5+ years across conventional, government, and/or jumbo products

    • Senior Processor with 3-5+ years managing loan pipelines, conditions, and documentation

    • Senior QC Analyst with 3-5+ years performing pre- or post-close quality reviews

    Audit Analyzer Track:

    • Senior Post-Closer with 3-5+ years in closing, funding, and post-close document review

    • Senior Compliance Analyst with 3-5+ years in mortgage regulatory compliance (TRID, RESPA, ECOA, HMDA)

    • Senior QC Analyst with 3-5+ years performing post-close audit and compliance reviews

    Professional Skills

    • 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

    Technical Skills

    Preferred:

    • Encompass administrator experience (business rules, field configuration, document management)

    • DDA Analyzer administrator or configuration experience

    Acceptable:

    • 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 Qualifications

    • 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

    • Willingness to travel to client sites as needed (between 25-50%)

    #LI-SF1

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    Intercontinental Exchange, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to legally protected characteristics.

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