[Hiring] Implementation Consultant @Loancrate

Role Description

Buying a new loan origination system is the easy part. Actually configuring it to match how a lender runs its business - their conditions, their disclosures, their underwriting guidelines, their quirks - is where implementations are won or lost. We're looking for an Implementation Consultant to be the person in the room (virtually or on-site) who makes that configuration work actually happen.

This is a forward-deployed, hands-on role. You'll work directly with a lender's team during the implementation phase to configure Loancrate around their workflows, answer their configuration questions, and get them through user acceptance testing. Once the customer is live, you roll off and move to the next implementation - the CSM stays on as the long-term relationship owner, and the Implementation Lead keeps the overall project plan on track, while you're the one actually in the product with the customer making it work.

Because this role sits inside an active mortgage workflow from day one, you need to already be fluent in mortgage - not learning it as you go. We can teach you Loancrate inside and out. What we can't do in any reasonable timeframe is teach you what a lender's processors and underwriters actually need a system to do for them.

This is a foundational role on a team we're building from scratch: you'll help define what "good configuration" looks like, build the muscle memory for how we implement lenders quickly and correctly, and be one of the people whose work most directly determines whether a customer's go-live goes smoothly.

What You'll Do

• Act as the forward-deployed implementation expert - work directly with the customer's team to configure Loancrate around their specific workflows, conditions, and business rules.
• Translate a lender's current-system setup into a Loancrate configuration - take how they operate today and recommend (and build) the configuration that gets them the same outcome, or better, in Loancrate.
• Own testing support during UAT - respond to configuration and testing questions as they come in, and work the "UAT Blocked" queue in Jira so customer-reported blockers get resolved quickly instead of sitting.
• Troubleshoot configuration issues in real time - when something isn't behaving the way the customer expects, you're the one who can dig in, find the root cause, and fix it or escalate it clearly.
• Work closely with the Implementation Lead and CSM - you're heads-down on configuration and testing; they're managing the timeline and the broader relationship, and you keep them informed of anything that could affect either.
• Roll off cleanly at go-live - document the final configuration and any open items clearly enough that the CSM can pick up the relationship without a gap.
• Help build the implementation playbook - common configuration patterns, frequently asked setup questions, and testing checklists that make the next implementation faster than the last.
• Willingness to travel - expect approximately once-a-month domestic US travel to customer sites, with occasional additional trips around key milestones like UAT kickoff and go-live.

What Success Looks Like

Within your first 90 days, you will:

• Be the hands-on configuration owner on at least one active implementation, trusted by the customer to answer setup questions directly.
• Have cleared UAT-Blocked tickets at a pace that keeps testing moving rather than stalling on your queue.
• Have handled a real configuration curveball - a workflow that doesn't map cleanly to Loancrate - and worked it to a resolution the customer was happy with.
• Have a direct working relationship with your Implementation Lead and CSM, with a clear handoff process for when you roll off a project.

By the 12-18 month mark, you'll have implemented multiple lenders end-to-end, be a go-to resource for tricky configuration scenarios, and be a candidate to help train and ramp future Implementation Consultants as the team grows.

Qualifications

• Direct mortgage experience - you've worked at a lender or mortgage tech company and understand the origination-to-closing lifecycle (1003, LE, CD, AUS findings, conditions, lock extensions) well enough to configure a system around it without hand-holding.
• Hands-on experience with a loan origination system (Encompass, Empower, Byte, or similar) - you've worked inside one, ideally helped configure or administer one, and know where lenders' real-world workflows get tricky.
• Comfort working hands-on in software configuration - you're not afraid to get into settings, rules, and workflows yourself rather than just describing what needs to change to someone else.
• Testing and troubleshooting instincts - you can read a bug report or a UAT ticket, reproduce the issue, and tell the difference between a configuration fix, a training gap, and an actual product bug.
• Clear, patient communication - you'll be answering the same category of question from different customers constantly, and need to do it clearly and without making anyone feel behind.
• Comfort with a project-phase role - you're energized by the intensity of an implementation and the clean handoff at the end, rather than wanting to own the long-term relationship.
• Bias to action and comfort with ambiguity - we're building this function from the ground up; you'll be figuring out the right way to configure something as often as you're executing a known pattern.
• Curiosity about AI and how it's changing mortgage workflows - you don't need an ML background, but you should be excited to help configure and explain AI-driven features to customers.
• Proactive, independent workstyle - you keep plans, trackers, agendas, and follow-ups moving without needing someone to remind you; when a decision is needed, you bring the relevant context and options to the right person.

Benefits

• Robust medical coverage (100% of employee + family premiums covered)
• Vision & dental coverage
• 401(k)
• HSA / FSA
• Access to lender partner’s employee loan program
• Remote-first culture - work from wherever you do your best work
• Flexible time off - we trust you to manage your time

Company Description

Loancrate started to make home-buying simpler and less expensive for lenders and borrowers. Today, mortgage lenders are stuck running their companies on software products built 20 years ago. These products are slow, unstable, and don't lead to material improvements in efficiency. When using these systems, the average human cost to originate a loan is still over $11,000.

Loancrate builds AI-native tooling to automate mortgage workflows. Our ultimate goal is fully automated origination, which has the potential to save lenders over $16B in operating expense per year.

Since starting in 2020, our remote team has enabled our customers to power >$85 billion in new home loans. We care about collaboration, very open communication covering the good & the bad so that we learn from our decisions quickly, and ultimately having fun while we're building. You'll fit in well if you like diving deep quickly!