Job Description

Title : Mortgage banking SME with AI

Location : Dallas, Santa Clara or Remote (30% travel) (EST and CST)

Duration: FTE

Must have skills:
Looking for an experienced Mortgage banking SME with these skills such as RFP responses, pre sales, AI, mortgage and banking experience and in depth presales from services background, experience in Origination and servicing across in mortgage space.
Must be able to lead a workshop, excellent communication.
Looking for candidates who started as a Business process analyst in mortgage and banking space and later grown into a Business architect/ Business process reengineering.



Job Description:
Our Client is seeking a seasoned AI Consultant to support our Mortgage Engineering Services practice. This role blends mortgage domain expertise, AI strategy, and pre-sales leadership to shape transformative solutions for lenders, servicers, and aligned partners. The ideal candidate understands the mortgage lifecycle end-to-end, recognizes where AI is creating measurable impact today, and can articulate how emerging capabilities-generative AI, agentic automation, predictive modeling, and document intelligence-will reshape the industry.


You will collaborate with sales, delivery, data science, and engineering teams to lead client conversations, design mortgage-specific AI use cases, facilitate workshops, and craft verticalized offerings aligned to Client's AI strategy. This is a client-facing, high-visibility role requiring a strong mix of business insight, communication skills, and technical awareness.



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.



Education
Bachelor's degree in Computer Science, Engineering, Business, Finance, or related field; advanced degree preferred but not required.
Industry certifications in AI/ML, cloud platforms, or mortgage systems are a plus.

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