Mortgage banking SME

Responsibilities

Client Advisory & Pre-Sales Leadership

• Lead discovery conversations, requirements analysis, and solution shaping for AI-driven mortgage modernization.
• Serve as the strategic advisor to lenders and servicers on AI adoption, capability roadmaps, and process automation.
• Drive the creation of proposals, RFP responses, value narratives, and client-facing collateral.
• Conduct executive briefings and represent Tavant's AI capabilities in customer meetings and industry forums.

Mortgage Domain & Business Expertise

• Apply deep understanding of the mortgage lifecycle—origination, underwriting, closing, secondary, servicing, QC/QC+, risk & compliance, default/collections.
• Identify operational inefficiencies and translate them into AI-enabled opportunities.
• Stay current on MISMO standards, UMDP, GSE initiatives, regulatory requirements, and ecosystem platform trends.

AI Strategy, Use Case Ideation & Solution Design

• Define mortgage-specific AI/ML/genAI use cases for front, middle, and back office.
• Create solution architectures in collaboration with DataOps, MLOps, and engineering teams.
• Build ROI models, maturity assessments, and adoption roadmaps tailored to client readiness.
• Shape verticalized AI service offerings and reusable frameworks for the mortgage business.

Workshop Facilitation & Thought Leadership

• Lead AI strategy workshops, ideation sessions, and deep-dive assessments.
• Educate clients on AI/ML patterns, agent-based solutions, governance frameworks, and responsible AI.
• Produce playbooks, whitepapers, and thought leadership specific to mortgage AI transformation.

Data, Systems & Platform Awareness

• Understand LOS/servicing platforms, pricing/eligibility engines, document management systems, appraisal/valuation data, and third-party integrations.
• Advise on how these systems can leverage data pipelines, workflow automation, and embedded AI/ML capabilities.

Cross-Functional Collaboration

• Partner with solution architects, delivery leaders, data scientists, and engineering teams throughout the sales cycle.
• Support development of demos, PoCs, pilots, and accelerators that strengthen Tavant's mortgage AI portfolio.

Required Qualifications & Skills

Experience

• 8+ years in mortgage technology, consulting, AI services, or a related financial services advisory role.
• Demonstrated pre-sales experience—leading workshops, crafting proposals, defining solutions, and supporting deal cycles.
• Hands-on familiarity with AI/ML concepts (predictive modeling, document intelligence, generative AI, agentic automation) and their application in the mortgage industry.
• Experience working with LOS (Encompass, ICE, Blend, MeridianLink), servicing platforms, pricing/eligibility engines, and workflow tools.

Domain Knowledge

• Deep understanding of mortgage operations: borrower experience, underwriting, credit/risk processes, QC, servicing, escrow, default, and regulatory considerations.
• Knowledge of GSE guidelines, MISMO data standards, and UMDP modernization initiatives.

Technical & Analytical Skills

• Ability to translate business pain points into AI-feasible solutions and architectural options.
• Understanding of data flows, API ecosystems, document processing, and decisioning workflows.
• Experience collaborating with DataOps/MLOps teams and engineering groups.

Soft Skills & Leadership

• 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 from open-ended problems.
• Proven ability to build trusted relationships with clients and internal stakeholders.