Overview

Job Purpose

The Investor Setup Technical Consultant manages the overall facilitation, implementation, execution, quality assurance control and completion of Encompass Document Solution (EDS) forms implementation, investor customization, and global form updates to print criteria, setting, and form development requests and projects – ensuring consistency with company strategy, commitments, and goals. They work with partner project teams, including EDS Product, Technical Development, Publishing and Product Compliance resources and directly with Investor Partners, to define/scope project requirements and requests from concept through development and release.

 

Responsibilities

Leverage mortgage industry expertise to assist Investor Partners in the use of the Ice Mortgage Technology software solutionsOversee, coordinate and manage all aspects of the Investor Setup process for new and existing Investor PartnersCollaborate with Investor Partners to resolve complex problems in a timely manner and assist to ensure business requirements are validated and escalated as requiredWork with internal teams to communicate and document project requirements and expectations effectivelyMay supervise day to day work of junior level employees without formal management role.Participate in cross-functional meetings as an analytical or procedural expert representing their team.Manage projects in accordance with Investor Setup workflowEnsure project milestones are completed to achieve deliverablesDocumented all aspects of the project accurately and completely in CRM systemRecord and maintain accurate timecard records as requiredMaintain Departmental StandardsDrive service level attainmentMaintain and promote consistent and professional behavior in all written and oral communicationsContinual achievement of quality partner satisfaction standardsUnderstand and follow company and department policies and guidelines

 

Knowledge and Experience

Five (5) years mortgage industry experience and a bachelor’s degree or equivalentProject Management ExperienceExperience using desktop loan origination applicationsEffective presentation skills with the ability to adapt to various situations and levels of experienceStrong written and oral communication skills with the ability to listenExhibits flexibility and the aptitude to organize and manage shifting priorities effectivelyAnalytical with the proven ability to recognize solutions and address accordinglyEmbraces teamwork and collaboration with a professional and proactive attitudeMaintain composure and professionalism under high-pressure conditions; solicits feedbackBias for action; willingness to affect positive change; adaptable and committed to the success of our clientsExperience using Microsoft Word, Excel, and PowerPoint

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Intercontinental Exchange, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to legally protected characteristics.