Configuration Specialist- Professional Services
Partner One Capital
Partner One Capital
Key Responsibilities • Execute configuration tasks within MCP across assigned capability groups, including but not limited to 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 (e.g., written status updates, defect clarifications, documentation requests) 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).
• Follow defined configuration standards, naming conventions, and quality checklists to ensure consistency and accuracy across deliverables.
• Collaborate actively with onshore team members, contributing to daily or weekly coordination touchpoints and async communication channels.
• Support internal automation and AI-assisted implementation initiatives by executing structured tasks within established workflows.
Requirements
Qualifications & Experience • Execute configuration tasks within MCP across assigned capability groups, including but not limited to 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 (e.g., written status updates, defect clarifications, documentation requests) 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).
• Follow defined configuration standards, naming conventions, and quality checklists to ensure consistency and accuracy across deliverables.
• Collaborate actively with onshore team members, contributing to daily or weekly coordination touchpoints and async communication channels.
• Support internal automation and AI-assisted implementation initiatives by executing structured tasks within established workflows.
Preferred Qualifications • Experience working with a Loan Origination System (LOS), mortgage servicing platform, or other financial services software.
• Familiarity with the Mortgage Cadence Platform (MCP) — Enterprise or Essentials tier — is a strong plus.
• 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 SQL, scripting, or basic automation concepts is a plus.
• Prior experience working in a nearshore or offshore delivery model, particularly supporting U.S.-based clients or team
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