Software Technology Inc. · 5 days ago
Mortgage banking SME with AI– Mortgage Engineering Services
United States
Contract
Hybrid
Senior Level, Lead/Staff
8+ years expSoftware Technology Inc. is seeking a seasoned AI Consultant to support their Mortgage Engineering Services practice. This role requires a strong mix of mortgage domain expertise and AI strategy to shape transformative solutions for lenders and servicers, while collaborating with various teams to design mortgage-specific AI use cases and facilitate workshops.
ConsultingInformation Technology
Hiring Manager
Ranadheer Reddy
Responsibilities
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
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
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
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
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
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
Qualification
Required
15+ years of experience
Experience 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
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
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
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
Bachelor's degree in Computer Science, Engineering, Business, Finance, or related field
Preferred
Advanced degree preferred but not required
Industry certifications in AI/ML, cloud platforms, or mortgage systems are a plus
Company
Software Technology Inc.
Software Technology, Inc.
201-500 employees
H1B Sponsorship
Software Technology Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (8)
2023 (8)
2022 (11)
2021 (11)
2020 (15)
Funding
Current Stage
Growth StageCompany data provided by crunchbase