Mortgage Consultant providing excellent client experience to Financial Advisors and wealth management clients in the mortgage origination cycle. Building relationships and assisting with tailored mortgage solutions.
About the role
- Senior ServiceNow SPM Consultant implementing ServiceNow Strategic Portfolio Management solutions for clients. Leading configuration and customization aligned with business needs in hybrid mode.
Responsibilities
- Lead implementation of ServiceNow SPM (formerly PPM) modules
- Conduct workshops, requirement gathering, and solution demonstrations
- Configure Demand Management, Project Management, and Portfolio Management
- Configure resource management, financial planning, and project planning
- Design workflows, forms, and approval processes
- Implement project templates, project tasks, and governance processes
- Perform data migration, data setup, and configuration activities
- Coordinate UAT testing and provide user training
- Work with stakeholders to align tool configuration with business processes
- Prepare solution documentation and implementation guides
- Support go-live activities and post-production stabilization
Requirements
- 6+ years of ServiceNow experience
- Strong hands-on experience in ServiceNow SPM / PPM implementation
- Experience in:
- o Demand Management
- o Project Management
- o Portfolio Management
- o Resource Management
- Configuration of workflows, forms, and approval mechanisms
- Experience in Flow Designer
- Knowledge of Business Rules, Client Scripts, UI Policies
- Experience in reports, dashboards, and performance analytics (basic)
- Experience in requirement gathering and stakeholder interaction
- Good understanding of Agile and Waterfall project methodologies
Benefits
- Health insurance
- Flexible work arrangements
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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