Configuration Specialist- Professional Services

Position Overview

We are seeking motivated and detail-oriented Configuration Specialists to join our Professional Services team in an offshore or nearshore capacity. In this role, you will work alongside onshore implementation consultants to configure the Mortgage Cadence Platform (MCP) for clients across the mortgage lending industry.

Configuration Specialists play a critical role in the delivery of MCP implementations by executing configuration tasks across one or more functional capability groups, supporting SOW and scoping documentation, and resolving tickets in coordination with onshore team members. This role spans the full implementation lifecycle — from initial setup and configuration through testing, defect resolution, and go-live support.

This is an excellent opportunity for technically skilled professionals with experience in mortgage technology, loan origination systems, or enterprise software configuration who are looking to grow within a fast-evolving Professional Services organization.

Key Responsibilities

• Execute configuration tasks within MCP across assigned capability groups, including but not limited to core platform setup, workflow configuration, document/imaging setup, reporting, and system integrations.

• Support onshore implementation consultants throughout the full project lifecycle — from requirements gathering and design-and-build through acceptance testing, UAT, and go-live.

• Contribute to the development and maintenance of Statements of Work (SOWs), configuration documentation, and implementation estimates under onshore direction.

• Resolve open support tickets and defects within assigned capability areas, following established triage and escalation protocols.

• Participate in asynchronous client-facing communications (e.g., written status updates, defect clarifications, documentation requests) as directed by the onshore lead.

• Maintain accurate records of configuration progress, open items, and ticket status in project tracking tools (e.g., ADO, Jira, Smartsheet).

• Follow defined configuration standards, naming conventions, and quality checklists to ensure consistency and accuracy across deliverables.

• Collaborate actively with onshore team members, contributing to daily or weekly coordination touchpoints and async communication channels.

• Support internal automation and AI-assisted implementation initiatives by executing structured tasks within established workflows.

Qualifications & Experience

• Execute configuration tasks within MCP across assigned capability groups, including but not limited to core platform setup, workflow configuration, document/imaging setup, reporting, and system integrations.

• Support onshore implementation consultants throughout the full project lifecycle — from requirements gathering and design-and-build through acceptance testing, UAT, and go-live.

• Contribute to the development and maintenance of Statements of Work (SOWs), configuration documentation, and implementation estimates under onshore direction.

• Resolve open support tickets and defects within assigned capability areas, following established triage and escalation protocols.

• Participate in asynchronous client-facing communications (e.g., written status updates, defect clarifications, documentation requests) as directed by the onshore lead.

• Maintain accurate records of configuration progress, open items, and ticket status in project tracking tools (e.g., ADO, Jira, Smartsheet).

• Follow defined configuration standards, naming conventions, and quality checklists to ensure consistency and accuracy across deliverables.

• Collaborate actively with onshore team members, contributing to daily or weekly coordination touchpoints and async communication channels.

• Support internal automation and AI-assisted implementation initiatives by executing structured tasks within established workflows.

Preferred Qualifications

• Experience working with a Loan Origination System (LOS), mortgage servicing platform, or other financial services software.

• Familiarity with the Mortgage Cadence Platform (MCP) — Enterprise or Essentials tier — is a strong plus.

•  Experience in mortgage industry processes, including loan origination, underwriting, closing, or post-closing workflows.

• Exposure to workflow configuration, rules engines, document management, or system integrations in an enterprise SaaS environment.

• Experience supporting or contributing to SOW development, effort estimation, or requirements documentation.

• Familiarity with SQL, scripting, or basic automation concepts is a plus.

• Prior experience working in a nearshore or offshore delivery model, particularly supporting U.S.-based clients or team