Configuration Specialist- Professional Services
New
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Partner One CapitalFinancial Services Software
Colombia. Brazil. Mexico. Argentina. Chile. UruguayFull-Time
Salary not disclosed
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Job Details
- Required Skills
- SQLJiraSaaS
Requirements
- Experience working with a Loan Origination System (LOS), mortgage servicing platform, or other financial services software.
- 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 the Mortgage Cadence Platform (MCP) — Enterprise or Essentials tier — is a strong plus.
- Familiarity with SQL, scripting, or basic automation concepts is a plus.
- Experience working in a nearshore or offshore delivery model, particularly supporting U.S.-based clients or teams.
Responsibilities
- Execute configuration tasks within MCP across assigned capability groups, including 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 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).
- Collaborate actively with onshore team members, contributing to daily or weekly coordination touchpoints and async communication channels.
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