Subject Matter Expert Mortgage

Hi, we are FintechOS

We are the global leader in fintech enablement, with a mission to make fintech innovation available to every company. The FintechOS platform simplifies and accelerates the launching, servicing, and expansion of financial products and services, helping businesses recognize value up to ten times sooner than with other approaches: with FintechOS, financial institutions can get up and running with new financial solutions in as little as 12 weeks.

About the Role

We are seeking a highly skilled SME Mortgage to serve as a trusted advisor for prospects, customers, and partners within the UK mortgage and lending ecosystem. This hybrid role bridges pre-sales, solution consulting, and delivery, ensuring that clients fully leverage the power of the FintechOS platform to build innovative, digital-first lending experiences.

The ideal candidate combines deep UK mortgage domain expertise, hands-on technical capability, and strong client-facing communication, guiding organizations from discovery through design, build, testing, and adoption.

Key Responsibilities

Advisory & Pre-Sales Engagement

• Act as a trusted advisor to prospects and newly onboarded customers, illustrating how FintechOS can transform their lending operations into modern, digital-first businesses.
• Support pre-sales teams by architecting, engineering, and demonstrating tailored mortgage and lending solutions.
• Engage credibly with stakeholders at all levels, from engineers to executives, ensuring alignment and clarity on solution direction.
• Proactively address concerns, mitigate risks, and represent FintechOS technology with confidence and professionalism.
• Collaborate with product specialists and ecosystem partners to craft competitive solutions aligned with regional and market-specific UK mortgage needs.

Solution Consulting & Delivery

• Lead requirements elicitation sessions and discovery workshops to capture functional, non-functional, and technical specifications.
• Translate business requirements into solution designs leveraging the FintechOS platform, defining data flows, integrations, and architecture components.
• Perform Gap Analysis to determine what can be achieved through configuration versus extension or customization.
• Document solution specifications clearly for development teams and provide continuous functional guidance throughout the delivery lifecycle.
• Participate in and/or lead testing, training, and knowledge-transfer activities to foster client and partner self-sufficiency.
• Triage issues and change requests, driving the resolution process while supporting all delivery project stakeholders.
• Deliver onsite and online training—standard or customized—to both customers and FintechOS partners.
• Contribute to internal methodologies, frameworks, best practices, and expert content relevant to mortgage and lending solutions.
• Coach and mentor new colleagues, contributing to onboarding and capability-building initiatives.
• Provide continuous feedback to Product teams to shape future improvements to the FintechOS platform.

Cross-Team Collaboration

• Work as a bridge between Delivery, Technology, and Pre-Sales teams to ensure a consistent, high-quality customer journey from initial engagement through ongoing adoption.
• Support Customer Success and Partner Success teams by addressing technical queries, providing recommendations, and advising on solution approaches.
• Enable FintechOS partners to use the platform effectively, especially within mortgage and lending solution contexts.

Requirements

Technical Expertise

• Several years of experience with API-driven architectures.
• Hands-on engineering capability, including the ability to prototype solutions and contribute code or configuration to accelerate customer value.
• Strong understanding of traditional enterprise architecture within financial institutions, paired with advocacy for modern, digital-first approaches.
• Deep knowledge of cloud-native, service-oriented, and event-driven architectures, including security and compliance considerations.
• Proven ability to define and document data exchanges and integrations with third-party systems.

Domain & Consulting Skills

• Mandatory UK mortgage experience with strong understanding of end-to-end lending processes (originations, underwriting, servicing, compliance, affordability, KYC/AML, broker/packager journeys, etc.).
• Experience engaging confidently with customers and prospects in consultative, technical, and sometimes critical client-facing situations.
• Strong facilitation skills for workshops, discovery sessions, and cross-functional meetings.
• Entrepreneurial mindset with the ability to work autonomously while thriving in a collaborative team environment.
• Ability to create clear functional and non-functional specifications and translate business needs into actionable technical solutions.

What We're Looking For

A passionate, technically strong, and domain-experienced mortgage SME who thrives at the intersection of technology, customer engagement, and business transformation. Someone who can guide customers through complexity, articulate compelling solution visions, and ensure successful execution using FintechOS capabilities.

Our culture:

• We are a highly motivated team, tackling significant technical challenges in one of the biggest industries in the world. We are driven by the impact our work can have on millions of people globally.
• At FintechOS, we strive to be the place where a diverse mix of talented people want to come, stay, and do their best work. Our commitment to diversity and inclusion is reflected in our people, our partners, and our customers.
• We are fully focused on equality and believe deeply in diversity of race, gender, sexual orientation, religion, ethnicity, national origin, and all the other wonderful characteristics that make us different.

Quick Facts:

• We are a venture-backed business co-headquartered in New York and London.
• We serve international clients across North America and Europe.
• Our customers range from globally strategic companies like Groupe Société Générale, Admiral Group, and BPCE Oney to game-changing players like Vibrant, eMag, and Howden.
• Our partners include both niche consulting agencies and global consulting firms and systems integrators, including Deloitte, EY, and PwC.