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Senior Professional Service Consultant
Perseus Group, Constellation Software. Lead discovery sessions to understand client goals, workflows, and business requirements .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business analysis, process improvement, and client relationship management within the mortgage banking and financial services sectors. Proficient in translating business requirements into functional designs and leading system implementations to enhance operational efficiency and user adoption.
Highest-signal resume keywords
Business AnalysisMortgage OriginationLoan Origination SystemsProject Management Professional (PMP)Lean Six Sigma
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business Requirements GatheringProcess ImprovementOperational EfficiencySystem ImplementationGap AnalysisUser Acceptance Testing (UAT)Configuration ValidationDocumentationAnalytical SkillsProblem-Solving
Soft Skills
Exceptional CommunicationFacilitation SkillsPresentation SkillsOrganizational SkillsRelationship Building
Tools & Technologies
EmpowerLoan Origination Systems (LOS)
Certifications & Qualifications
Project Management Professional (PMP)Certified Business Analysis Professional (CBAP)LeanSix Sigma
Industry Keywords
Mortgage BankingFinancial ServicesLending OperationsLoan Lifecycle ProcessesMortgage ComplianceInvestor RequirementsOperational Workflows
Tech Stack
Tools & technologiesPMP
About the role
Key responsibilities & impact- Lead discovery sessions to understand client goals, workflows, and business requirements
- Analyze current-state processes and recommend best-practice solutions
- Translate business requirements into functional system and operational designs
- Identify opportunities for automation, process improvement, and operational efficiency
- Serve as a trusted advisor to business and executive stakeholders
- Facilitate workshops and stakeholder meetings
- Document requirements, process flows, gap analyses, and solution recommendations
- Support configuration validation, testing, training, user acceptance testing (UAT), and go-live activities
- Partner with clients to drive organizational readiness and user adoption
- Work closely with Product Management, Professional Services, Client Success, Training, and Technical teams
- Build strong relationships with clients and internal stakeholders
- Share best practices and mentor team members where appropriate
- Drive client satisfaction, on-time project delivery, solution quality, user adoption, implementation success, and client outcomes
Requirements
What you’ll need- 5+ years of experience in mortgage banking, financial services, consulting, business analysis, or software implementation
- Strong understanding of mortgage origination, lending operations, or loan lifecycle processes
- Experience gathering and documenting business requirements
- Exceptional communication, facilitation, and presentation skills
- Strong analytical, organizational, and problem-solving capabilities
- Ability to manage multiple priorities and work independently in a fast-paced environment
- Experience with loan origination systems (LOS), including Empower or similar mortgage platforms (preferred)
- Experience leading system implementation or business transformation projects (preferred)
- Knowledge of mortgage compliance, investor requirements, and operational workflows (preferred)
- PMP, CBAP, Lean, Six Sigma, or related certifications (preferred)
Benefits
Comp & perks- Company profit sharing bonus plan
- Medical insurance
- Dental insurance
- Vision insurance
- Basic life insurance
- Short-term disability insurance
- Long-term disability insurance
- 401(k) participation with company match
- Minimum of 10 days of vacation for new employees
- Sick time based on state requirements
- 8 Company-paid holidays per year
- 2 personal holidays per year