Senior Implementation Consultant - Automated Underwriting​/Closing

Implementation Consultant

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
• Willingness to travel to client sites as needed (up to 25–50%)

Required Qualifications

• Mortgage Industry Experience (within last 2 years)
• UW Analyzer Track (Income, Credit, Asset Analyzers):
  • Senior Underwriter with 3+ years across conventional, government, and/or jumbo products
  • Senior Processor with 3+ years managing loan pipelines, conditions, and documentation
  • Senior QC Analyst with 3+ years performing pre- or post-close quality reviews
• Audit Analyzer Track:
  • Senior Post-Closer with 3+ years in closing, funding, and post-close document review
  • Senior Compliance Analyst with 3+ years in mortgage regulatory compliance (TRID, RESPA, ECOA, HMDA)
  • Senior QC Analyst with 3+ years performing post-close audit and compliance reviews
• 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
• Encompass end-user experience in a production lending environment
• DDA Analyzer end-user experience (significant plus)
• Proficiency with JIRA, Service Now, Salesforce, or similar tools;
  Microsoft Office Suite

Preferred Knowledge and Experience

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

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