Job Description

Implementation Consultant

We're looking for an experienced Implementation Consultant with deep hands on experience administering or configuring mortgage Loan Origination Systems (LOS) platforms (especially ICE Encompass) to help customers successfully implement and adopt Polly's capital markets and pricing technology. This is not an internal Encompass Administrator role. Instead, it's a customer facing implementation role where your Encompass expertise will be used to design workflows, configure integrations, and guide lenders through complex implementations that sit alongside (and integrate with) their LOS. If you enjoy translating LOS configuration, business rules, and mortgage operations into scalable solutions, and working directly with customers, this role is likely a strong fit.

Does this sound like you? If so, keep reading and apply today!

What you'll do:

1. Lead end to end implementations for Polly customers, serving as the subject-matter expert for LOS workflows, Encompass configuration, and mortgage data structures
2. Partner with customer stakeholders (secondary marketing, capital markets, IT, and ops) to understand current Encompass setups and design future-state workflows
3. Configure, validate, and support integrations between Polly and Encompass, including data mapping, business rules, and automation logic
4. Translate Encompass admin concepts (custom fields, business rules, forms, APIs, reporting) into implementation requirements and solution designs
5. Troubleshoot implementation issues related to LOS data, configuration, and workflow dependencies
6. Document configurations, implementation decisions, and best practices for customers and internal teams
7. Collaborate closely with Product, Engineering, and Customer Success to escalate issues, influence roadmap decisions, and improve implementation playbooks

What you have:

• Encompass Platform Expertise: 37+ years of hands-on experience administering and configuring Encompass as an Administrator, LOS Administrator, Consultant, or Mortgage Systems Analyst in production environments.
• LOS Configuration & Rule Design: Deep working knowledge of Encompass business rules, custom fields, personas, workflows, forms, and reporting, with the ability to design scalable, logic-driven configurations.
• Mortgage & Secondary Market Knowledge: Strong understanding of the end-to-end mortgage loan lifecycle, including secondary marketing concepts and downstream operational impacts.
• Production Change Management: Proven experience supporting and implementing LOS changes in live production environments, with a focus on risk mitigation, testing, and rollout best practices.
• Customer Consulting & Partnership: Comfort working directly with customers in a consultative, solution-oriented capacity to understand business needs and deliver practical system solutions.
• Technical Translation & Communication: Ability to translate complex LOS configurations and technical decisions into clear, business-friendly explanations for non-technical stakeholders.
• Troubleshooting & Systems Thinking: Strong problem-solving and troubleshooting skills in complex system environments, with the ability to diagnose issues across configurations, workflows, and integrations.
• Client-Facing Implementation Experience (Preferred): Experience in professional services, implementation consulting, or client-facing delivery roles supporting software implementations.
• Capital Markets & Pricing Exposure (Preferred): Familiarity with capital markets, pricing engines, or secondary marketing systems and how they integrate with the LOS.
• API & Integration Fluency (Preferred): Exposure to Encompass APIs, SDKs, or third-party LOS integrations, with an understanding of data flow and system interoperability.
• Multi-Client Delivery (Preferred): Experience managing multiple customers or concurrent implementations while maintaining quality, timelines, and stakeholder alignment.

Why join Polly?

• High Bar of Talent: Polly consistently performs in the top quartile of start-up companies, and we consider the people of Polly the engine helping us achieve success. Many candidates choose Polly because of the collaborative, smart, and fun people that work here. We strive to hire the best to continue to raise that bar, and <5% of those that enter the interview process are presented with an offer.
• Disruptive Mission: Mortgage capital markets is historically an under-innovated space; Polly is committed to changing that. Our purpose-built platform has reimagined and reinvented the way that our lender customers operate. We are seeking passionate and driven builders who are not interested in accepting the status quo.
• Individual Impact & Growth: Every day, the Polly team doesn't just workthey contribute to our overarching mission. Individual impact is highly visible and everyone's voice matters. You will have exposure to every level of leadership, cross-functional teams, and impactful projects, giving you a unique opportunity to build and hone your skills.
• Hybrid Workplace with Innovation at the Core: Here at Polly, we believe in blending flexibility with in-person collaboration. With a hybrid model, our employees work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas-Fort Worth and San Francisco, driving forward-thinking solutions and fostering teamwork.

Employee Benefits:

• Competitive Compensation: Polly offers competitive salaries designed to reward your expertise and direct impact/contributions.
• Comprehensive Health Coverage: Employees enjoy 100% company-paid medical, vision, dental, disability, and life insurance, granting peace of mind.
• Flexible Vacation, Done Right: Take time off to recharge when you need it with Polly's flexible, non-accrued vacation policybecause we trust you to balance work and life.
• Hybrid Environment: Polly employees work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas-Fort Worth and San Francisco.

Interview Process:

• Recruiting Screen - 30 minute 1:1 with a Polly Talent Team Member
• Initial Team Round - 30 minute 1:1 with Polly's Dir, Professional Services
• Assessment - Take Home Assessment
• Post Assessment Rounds (3)- 30 to 45 minute Peer and/or Cross Functional Team Members

Let's get to know each other.

Polly has pioneered the next generation of mortgage capital markets technology with its cutting-edge, data-driven platform. Its enterprise-grade solutions, including the industry's only cloud-native, commercially scalable product, pricing, and eligibility (PPE) engine and first-of-its-kind Polly/ AI platform, empower the nation's top banks, credit unions, and mortgage lenders to increase profitability, automate workflows, and revolutionize the loan officer and broker experiences. As a mortgage technology trailblazer, Polly is committed to driving meaningful value and ROI through best-in-class innovation that enables unlimited configurability, flexibility, granularity, and scalability. Polly was founded by a seasoned team of mortgage capital markets and technology experts and is headquartered in San Francisco, California. Recognized as a pioneer in mortgage capital markets, as well as in culture and career development, Polly was named to Forbes' America's Best Startup Employers in 2025. This evaluation was based on three key criteria: Employer Reputation, Employee Satisfaction, and Company Growth.

Polly is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, age, color, national origin, religion, sex, gender identity, sexual orientation, marital status, pregnancy status, disability status, veteran status, or any other legally protected status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Beware of recruitment scams impersonating the Polly brand or our employees. Our team communicates only through official Polly channels, and we will never ask for sensitive information over text or conduct text-only interviews. If you are ever suspicious or in doubt, reach out to us directly at peopleteam@polly.io. We care deeply about this network and your experience.

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