Implementation Consultant- LOS Mapping & Data Expert

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July 28

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Polly

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Finance • Fintech • Artificial Intelligence

Polly is a company transforming the mortgage capital markets through its vertically integrated solution that spans the entire mortgage value chain, from rate lock through loan sale and delivery. Leveraging cloud-based technology, Polly automates and optimizes processes for lenders of all sizes, enhancing scalability, efficiency, and security in mortgage operations. Polly offers a Platform Product and Pricing Engine, Loan Trading Exchange, and Data & Analytics tools that empower users with better data visibility and decisions. Polly's use of artificial intelligence allows loan officers to manage ineligible loans better, improve loan outcomes, and enhance customer satisfaction. The company focuses on innovation and client engagement to drive updates and improvements, ensuring that customers receive the most advanced solutions available in the mortgage industry.

- employees

💸 Finance

💳 Fintech

🤖 Artificial Intelligence

💰 $37M Series B on 2022-01

📋 Description

• You’re an experienced Implementation Consultant with 5+ years of software implementation and consulting experience, including owning complex projects and guiding customers through multi-stakeholder rollouts. • You thrive in fast-paced, high-growth environments and are excited by the opportunity to shape how customers adopt and scale modern, cloud-based SaaS solutions. • You're a strong cross-functional partner and a trusted advisor to clients. • Does this sound like you? If so, keep reading and apply today!

🎯 Requirements

• 5+ years of experience leading software implementations and managing enterprise or high-complexity customers • Expertise with project management tools and systems (e.g., Google Workspace, Jira, Confluence, project tracking software) • Experience with mortgage software/system implementations • Comfort with technical systems and configuration- willing and able to quickly learn new tools and products • A passion for customer success, problem solving, and proactive risk mitigation • Excellent communication skills across technical and non-technical audiences • Ability to influence stakeholders and guide customers through change • Has admin-level experience in Encompass or similar LOS (e.g., field configuration, input forms, business rules, custom objects) • Has mapped data between an LOS and at least one third-party system (e.g., PPE, POS, CRM) • Understanding of data fields required for pricing • Familiar with troubleshooting data discrepancies • Has resolved field-level mismatches or validation errors in a production implementation • Preferred: Project management skills to support structured approach to data mapping efforts in implementation • Preferred: Prior experience mentoring or coaching other implementation consultants

🏖️ Benefits

• Competitive Compensation: Polly offers competitive salaries designed to reward your expertise and direct impact/contributions. • Comprehensive Health Coverage: Employees enjoy 100% company-paid medical, vision, dental, disability, and life insurance, granting peace of mind. • Flexible Vacation, Done Right: Take time off to recharge when you need it with Polly’s flexible, non-accrued vacation policy—because we trust you to balance work and life. • Hybrid Environment: Polly employees work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas-Fort Worth and San Francisco.