Implementation Consultant - Loancrate

What is Loancrate?

We started Loancrate to make home-buying simpler and less expensive for lenders and borrowers. Today, mortgage lenders are stuck running their companies on software products built 20 years ago. These products are slow, unstable, and don't lead to material improvements in efficiency. When using these systems, the average human cost to originate a loan is still over $11,000.

Loancrate builds AI-native tooling to automate mortgage workflows. Our ultimate goal is fully automated origination, which has the potential to save lenders over $16B in operating expense per year.

Since starting in 2020, our remote team has enabled our customers to power >$85 billion in new home loans. We care about collaboration, very open communication covering the good & the bad so that we learn from our decisions quickly, and ultimately having fun while we're building. You'll fit in well if you like diving deep quickly!

The Opportunity

Buying a new loan origination system is the easy part. Actually configuring it to match how a lender runs its business—their conditions, their disclosures, their underwriting guidelines, their quirks—is where implementations are won or lost. We're looking for an Implementation Consultant to be the person in the room (virtually or on-site) who makes that configuration work actually happen.

This is a forward-deployed, hands-on role. You'll work directly with a lender's team during the implementation phase to configure Loancrate around their workflows, answer their configuration questions, and get them through user acceptance testing. Once the customer is live, you roll off and move to the next implementation—the CSM stays on as the long-term relationship owner, and the Implementation Lead keeps the overall project plan on track, while you're the one actually in the product with the customer making it work.

Because this role sits inside an active mortgage workflow from day one, you need to already be fluent in mortgage—not learning it as you go. We can teach you Loancrate inside and out. What we can't do in any reasonable timeframe is teach you what a lender's processors and underwriters actually need a system to do for them.

This is a foundational role on a team we're building from scratch: you'll help define what "good configuration" looks like, build the muscle memory for how we implement lenders quickly and correctly, and be one of the people whose work most directly determines whether a customer's go-live goes smoothly.

What You'll Do

• Forward-deployed Implementation Expert: Work directly with the customer's team to configure Loancrate around their specific workflows, conditions, and business rules.
• Translate Setup: Take how a lender operates today in their current system and recommend (and build) the configuration that gets them the same outcome, or better, in Loancrate.
• Own Testing Support: Respond to configuration and testing questions during UAT, working the "UAT Blocked" queue in Jira so customer-reported blockers get resolved quickly.
• Troubleshoot Issues: Dig into real-time configuration issues, find root causes, and fix or escalate them clearly.
• Collaborate across Teams: Work closely with the Implementation Lead and CSM to keep projects informed of setup details that impact timelines or relationships.
• Clean Handoffs: Document final configurations and open items so the CSM can pick up the account seamlessly at go-live.
• Build Playbooks: Document common configuration patterns, FAQ setup answers, and testing checklists to streamline future implementations.
• Travel: Expect approximately once-a-month domestic US travel to customer sites, with occasional additional trips around key milestones (UAT kickoff, go-live).

What Success Looks Like

Within your first 90 days:

• Be the hands-on configuration owner on at least one active implementation, trusted by the customer to answer setup questions directly.
• Clear UAT-Blocked tickets at a pace that keeps testing moving efficiently.
• Handle a complex configuration challenge—a workflow that doesn't map cleanly to Loancrate—and resolve it to the customer's satisfaction.
• Build strong working relationships with Implementation Leads and CSMs with clear project handoff processes.

By 12-18 months:

• Implement multiple lenders end-to-end, serve as a go-to resource for tricky setup scenarios, and help train/ramp future Implementation Consultants.

Required Skills and Background

• Direct Mortgage Experience: Prior experience at a lender or mortgage tech company. Deep understanding of the origination-to-closing lifecycle (1003, LE, CD, AUS findings, conditions, lock extensions).
• Loan Origination System (LOS) Expertise: Hands-on experience working inside, configuring, or administering platforms like Encompass, Empower, Byte, or similar systems.
• Hands-on Configuration: Comfortable navigating system settings, business rules, and workflows directly.
• Troubleshooting & Testing: Ability to reproduce issues from UAT tickets and distinguish between configuration fixes, training gaps, and platform bugs.
• Clear Communication: Patient, empathetic communicator capable of explaining complex configuration details repeatedly without friction.
• Project-Phase Affinity: Energized by the intensity of customer implementations and clear project handoffs.
• Bias to Action: Comfortable navigating ambiguity and helping define setup patterns from the ground up.
• Curiosity about AI: Excited to configure and demonstrate AI-driven features in mortgage workflows.
• Proactive Workstyle: Takes ownership of tracking, follow-ups, agendas, and decisions independently.

Perks & Benefits

• Robust medical coverage (100% of employee + family premiums covered)
• Vision & dental coverage
• 401(k) retirement plan
• HSA / FSA options
• Access to lender partner's employee loan program
• Remote-first culture
• Flexible time off policy