Configuration Specialist- Professional Services

3 days, 13 hours ago
Full-time
Mid Level
Customer and Technical Support
PartnerOne

PartnerOne

PartnerOne specializes in enterprise software solutions that manage extensive data environments through hyper automation, virtualized cloud storage, artificial intelligence, and metadata analytics, serving many of the world's largest corporations.

Media
51-250

Description

  • Execute configuration tasks in the Mortgage Cadence Platform across assigned capability groups, including platform setup, workflow configuration, document and imaging setup, reporting, and system integrations.
  • Support onshore implementation consultants from requirements gathering and design through acceptance testing, UAT, and go-live.
  • Contribute to Statements of Work, configuration documentation, and implementation estimates under onshore direction.
  • Resolve support tickets and defects within assigned capability areas following triage and escalation protocols.
  • Provide asynchronous client-facing updates, clarifications, and documentation responses as directed by the onshore lead.
  • Maintain accurate records of configuration progress, open items, and ticket status in project tracking tools such as ADO, Jira, and Smartsheet.
  • Follow configuration standards, naming conventions, and quality checklists to ensure consistent and accurate deliverables.
  • Collaborate with onshore team members through daily or weekly coordination touchpoints and asynchronous communication channels.
  • Support internal automation and AI-assisted implementation initiatives by completing structured tasks within established workflows.

Requirements

  • Experience working with a Loan Origination System, mortgage servicing platform, or other financial services software.
  • Familiarity with the Mortgage Cadence Platform, especially the Enterprise or Essentials tier, is a strong plus.
  • Experience in mortgage industry processes such as 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, especially supporting U.S.-based clients or teams.
  • Comfort working across the full implementation lifecycle, including testing, defect resolution, and go-live support.

Interested in this position?

Apply directly on the company website

Apply Now

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