Principal Consultant - Loan Boarding

Job Purpose

The Loan Boarding Principal Consultant serves as the senior subject matter expert on loan boarding product. This individual leads client-facing engagements, guiding financial institutions through the end-to-end implementation of loan boarding solutions — from initial discovery through post-go-live support. The role requires deep expertise in the movement of data from a source to the MSP mortgage servicing platform and data mapping methodologies.

Responsibilities

• Lead complex loan boarding implementations for mortgage servicers, credit unions, and correspondent lenders, ensuring accurate and timely transfer of loan data into servicing systems

• Serve as the primary technical and functional advisor to clients on Boarding API integration, field mapping, and data validation

• Translate complex technical requirements into clear client-facing documentation, training materials, and job aides

• Partner with clients to analyze source loan data, identify data quality issues, and develop remediation strategies prior to boarding

• Lead client workshops, discovery sessions, and status meetings with stakeholders at all levels

• Collaborate with internal development, QA, and product teams to communicate client needs and drive platform enhancements

• Mentor junior consultants and analysts on boarding methodologies, system configurations, and best practices

• Validate boarded loans against MSP transaction fields (ARM, escrow, MI, HMDA, MERS, etc.) to ensure data integrity

• Support UAT planning and execution, including test case design and defect triage

• Stay current on regulatory changes (HMDA, RESPA, TILA) and their impact on loan boarding data requirements

Knowledge and Experience

• 7+ years of experience in mortgage servicing, loan boarding, or mortgage technology consulting

• Deep hands-on experience with MSP (Black Knight / ICE Mortgage Technology) servicing platform

• Proficiency with field-level data mapping

• Strong understanding of loan boarding concepts, file data structures, and system integration workflows

• Experience with loan types including Conventional, FHA, VA, USDA, ARM, HELOC, and construction loans

• Solid knowledge of mortgage regulatory requirements including HMDA, MERS, escrow, and MI guidelines

• Excellent communication skills — able to present complex technical concepts to both technical and non-technical audiences

• Proven ability to manage multiple client engagements simultaneously in a fast-paced environment

Preferred Knowledge and Experience

• Experience with Loan Boarding or similar loan boarding automation platforms

• Prior experience at a mortgage servicer, bank, credit union, or data conversion

• Knowledge of ULDD, MISMO data standards, or FNMA/FHLMC delivery requirements

Skills and Competencies

• Client relationship management

• Data analysis and problem-solving under tight timelines

• Technical writing and documentation

• Cross-functional collaboration between business and technology teams

• Attention to detail in high-volume, high-accuracy data environments

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Intercontinental Exchange, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to legally protected characteristics.