Senior Implementation Consultant, Automated Underwriting/Closing

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%)

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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.