AI Consultant Mortgage Domain Expertise
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Job Location:
Santa Clara County, CA - USA
Salary:
Not Disclosed
Posted on:
6 hours ago
Vacancies:
1 Vacancy
Job Summary
About the role
We are seeking a seasoned AI Consultant to support its Mortgage Engineering Services practice. This is a client-facing onsite role focused on shaping and delivering AI-led transformation initiatives across the mortgage and banking ecosystem. The position blends deep mortgage domain expertise AI strategy and pre-sales leadership supporting lenders and servicers across origination underwriting servicing and quality control. The ideal candidate brings strong functional credibility (approximately 70% domain / 30% technical) and is comfortable leading executive conversations workshops and solution discovery.
What you will do
Lead discovery sessions requirements analysis and solution shaping for AI-driven mortgage modernization
Act as a strategic advisor to lenders and servicers on AI adoption roadmaps and process automation
Drive proposal development RFP responses value narratives and client-facing materials
Conduct executive briefings and represent AI capabilities in customer meetings and industry forums
Apply deep understanding of the end-to-end mortgage lifecycle: origination underwriting closing secondary servicing QC risk & compliance default/collections
Identify operational inefficiencies and translate them into AI-enabled use cases
Stay current on MISMO standards UMDP initiatives GSE guidelines and regulatory considerations
Define mortgage-specific AI/ML/genAI use cases across front middle and back office
Collaborate with engineering DataOps and MLOps teams on solution architectures
Build ROI models maturity assessments and adoption roadmaps aligned to client readiness
Shape verticalized AI offerings and reusable frameworks for the mortgage domain
Lead AI strategy workshops ideation sessions and deep-dive assessments
Educate clients on AI patterns agent-based solutions governance and responsible AI
Develop playbooks whitepapers and thought leadership focused on mortgage AI transformation
Partner with sales solution architects data scientists and engineering teams throughout the deal cycle
Support demos PoCs pilots and accelerators that strengthen the mortgage AI portfolio
Requirements
8 years in mortgage technology consulting AI services or related financial services advisory roles
Demonstrated pre-sales experience including leading workshops crafting proposals and supporting deal cycles
Hands-on familiarity with AI/ML concepts (predictive modeling document intelligence generative AI agentic automation)
Experience working with mortgage platforms such as Encompass ICE Blend MeridianLink servicing systems pricing/eligibility engines and workflow tools
Strong understanding of mortgage operations borrower experience underwriting credit/risk QC servicing escrow default and compliance
Knowledge of GSE guidelines MISMO standards and UMDP modernization initiatives
Ability to translate business pain points into AI-feasible solutions and architectural options
Understanding of data flows APIs document processing and decisioning workflows
Experience collaborating with DataOps MLOps and engineering teams
Strong communication storytelling and executive-facing presentation skills
Ability to lead cross-functional teams during pre-sales and solutioning cycles
Comfort operating in ambiguous environments and shaping structured frameworks
Bachelors degree in Computer Science Engineering Business Finance or a related field
Advanced degree preferred but not required
Industry certifications in AI/ML cloud platforms or mortgage systems are a plus
Why Join
This role offers the opportunity to shape AI-led modernization at the intersection of mortgage domain expertise and emerging technology. Youll work closely with enterprise clients influence strategic decisions and help define how AI is practically applied across real-world mortgage operations.
Diversity & Inclusion
We believe strong sales organizations are built on diverse perspectives experiences and leadership styles. We are committed to fostering an inclusive environment where individuals are valued for their expertise ideas and contribution and where equitable opportunities for growth and advancement are part of how we build high-performing teams.
Key Skills
- Loan Origination
- Sales Experience
- Microsoft Office
- Financial Services
- Customer Service
- Organizational skills
- Communication skills
- Military Experience
- Fair Housing Regulations
- Inside Sales
- Outside Sales
- Word Processing
About Company
Bringing a personalized approach to connecting exceptional talent with unique opportunities. Specializing in recruitment for diverse roles, leveraging extensive experience and innovative strategies to find the perfect match for any business needs. Collaboration builds a stronger, mor ... View more
