AI Consultant - Mortgage Domain Expertise

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.

• 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, Data Ops, 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

• 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, Meridian Link, 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 Data Ops, 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

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.

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.