SME, Mortgage Solutions

Notarize, Arlington, VA

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As the SME in Mortgage Solutions, you will be responsible for mapping and supporting lender partners as they implement Notarize’s fully digital remote closing solution. This role assists lenders in navigating all counterparty relationships- including title, warehouse lender, and servicers to define an integrated solution that enables a seamless and fully digital closing experience.   

The SME, Mortgage Solutions will act as the primary relationship owner for a group of external mortgage lenders. The work will include ongoing management of lender relationships, education of the best operational approach to meet their needs, and designing elegant solutions amongst all partners to meet their strategic goals. You will partner with clients, sales executives, customer success, and our product development team to manage complex implementations, ensure that project plans are comprehensive, and raise issues for escalation as appropriate. This is a critical role as our high-growth company continues to implement with more mortgage lenders, doing larger and larger deployments, with many occurring simultaneously.

This position reports to the General Manager of Digital Mortgage Solutions.


  • Manage ongoing lender relationships as SME for the mortgage finance industry
  • Maintain an in-depth understanding of external lenders’ strategic direction, loan manufacturing processes and technologies resulting in process/technology efficiency recommendations to support lender goals and objectives
  • Understand technical components of a deployment and communicate requirements to both business and technical client audiences
  • Conduct detailed process reviews to map lenders’ business processes, providing increased efficiencies and an improved customer experience through use of Notarize solutions
  • Demonstrate appropriate level of tenacity in making sure project tasks get completed on schedule, resolving issues, and building internal relationships to help move projects forward
  • Partner with internal Engineering, Customer Success, and Sales teams to collaborate on optimizing a lender's experience
  • Aid lenders in forming optimal partnership channel, that focus on moving the industry forward 


  • 4+ years of strong project management experience, ideally in a rapidly-paced top-tier consulting firm, services or technology-related environment. Previous start-up experience is ideal
  • Interest in the primary/secondary mortgage or financial services industry
  • Understanding that the success of each project with each client will determine whether the client remains with us, and that you own making that success a reality
  • Ability to manage conflict and build strong working relationships, internal and external to the organization, across all levels of personnel
  • Experience managing tight deadline across multiple projects simultaneously
  • Comfortable conversing with a broad group of lenders, mortgage technology vendors (software developers), and internal business areas to support problem resolution and workflow positioning
  • Excellent analytical skills with a customer service focus
  • Strong Excel and PowerPoint skills
Position based out of Arlington, VA office.

About Notarize

At Notarize, our mission is to help people execute the most important transactions of their lives and to make legal notarization more convenient, secure, and verifiable. Notarize is the first notary public platform allowing any person or business to get their documents legally notarized online. In 2011, the Commonwealth of Virginia became the first state to allow appropriately certified Virginia notaries to serve customers online. And, these notaries were given the explicit authority to serve Americans no matter where they're located. These online notarizations are accepted across the country due to the Full Faith and Credit Clause of the United States Constitution and state laws that specifically address and accept out of state notarizations. Notarize leverages these and other laws to offer people and businesses the ability to legally notarize documents online, from anywhere. 1,000,000,000+ Documents are notarized in the U.S. each year. While notarization is a painful process for individuals, it’s excruciating for businesses that must collect notarized documents to operate. Imagine the pain you experience when getting something notarized - now imagine managing that pain and inconvenience across thousands of your customers. With Notarize for Business, organizations that rely upon notarized documents can leverage the Notarize platform to collect documents from their customers. With Notarize for Developers, they can integrate Notarize directly into their systems to automate and digitize what have always been frustrating, offline processes. And for the first time ever, with Notarize for Mortgage, lenders and title companies can leverage the Notarize Platform to close loans entirely online. The result: saved time and money; reduced fraud; a better customer experience; improved efficiency and convenience. In today’s tech-enabled economy, we are working to bring legal notarization into the modern era to solve some of industry's most frustrating business processes.

Want to learn more about Notarize? Visit Notarize's website.