Implementation Consultant

The role

You will work directly with a lender's team to configure Loancrate around their mortgage workflows, conditions, and business rules. You will answer configuration questions, support user acceptance testing, and get the customer live, then roll off to the next implementation.

What you will do

• Act as the forward-deployed implementation expert, working directly with the customer's team.
• Translate a lender's current setup into a Loancrate configuration that gets the same or better outcome.
• Own testing support during UAT and work the "UAT Blocked" queue in Jira.
• Troubleshoot configuration issues in real time, find root causes, and fix or escalate them.
• Work closely with the Implementation Lead and CSM, keeping them informed of anything that could affect the timeline or relationship.
• Roll off cleanly at go-live by documenting the final configuration and open items for the CSM.
• Help build the implementation playbook, including configuration patterns, setup FAQs, and testing checklists.
• Travel to customer sites approximately once a month within the US, with occasional extra trips.

Required qualifications

• Direct mortgage experience at a lender or mortgage tech company, with understanding of the origination-to-closing lifecycle (1003, LE, CD, AUS findings, conditions, lock extensions).
• Hands-on experience with a loan origination system such as Encompass, Empower, Byte, or similar.
• Comfort working hands-on in software configuration, including settings, rules, and workflows.
• Testing and troubleshooting instincts: can reproduce issues and tell configuration fixes, training gaps, and product bugs apart.
• Clear, patient communication.
• Comfort with a project-phase role and a clean handoff at the end rather than owning the long-term relationship.
• Bias to action and comfort with ambiguity.
• Curiosity about AI and how it is changing mortgage workflows.
• Proactive, independent workstyle that keeps plans, trackers, agendas, and follow-ups moving.

Benefits

• Medical coverage with 100% of employee and family premiums covered.
• Vision and dental coverage.
• 401(k).
• HSA / FSA.
• Access to lender partner's employee loan program.
• Remote-first culture.
• Flexible time off.

Before you apply

• Mortgage experience is required from day one, since the role works inside an active mortgage workflow.
• Travel of approximately once a month to US customer sites is expected.

About the company

Loancrate builds AI-native tooling to automate mortgage workflows, with a goal of fully automated loan origination. The company has a remote team and has enabled customers to power over $85 billion in new home loans since 2020.