AI Consultant - Mortgage Domain Expertise
Job Overview
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
Bachelor’s 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. You’ll 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.