Must have skills: Look for an experienced Mortgage banking SME with these skills such as RFP responses, pre sales, AI, mortgage and banking expirience and in depth
presales from services background ,expirience in Origination and servicing across in mortgage space.
Must be able to lead a workshop, excellent communication.
Look for candidates who started as a Business process analyst in mortgage and banking space and later grown into a Business architect/ Business process reengineering.
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.
Never miss an opportunity! Create an alert based on the job you applied for.
