• Originate purchase and refinance loans by responding to company-provided leads via phone in a timely manner. • Engage with consumers, determine their needs, and offer the appropriate products. • Manage a loan pipeline from application to closing, collaborating with underwriting, processing, and other teams. • Obtain all necessary information to close the loan in a timely manner. • Ensure adherence to federal and state lending regulations. • Provide superior customer service. • Meet individual monthly sales goals. • Stay informed of developing trends in the mortgage industry.

• Business Consultants deliver comprehensive business consulting and practice management advice, solutions, and expertise to AssetMark advisors and partner relationships. • Responsible for assessing, analyzing, and advising advisor clients on all business/practice management aspects, particularly in business strategy and planning, human capital, operations, branding, marketing, and business transition (M&A, valuation, and succession planning). • Responsible for managing client engagements in coordination with the consulting team, including project management, relationship management, business analytics, reporting, and client advice. • Design, direct, and develop business strategies and solutions to meet client needs. • Provide ongoing assessment of client situation and progress, identify potential issues, and propose solutions. • Conduct client on-site meetings, telephone conferences, and webinars according to Engagement Standards documentation. • Participate in marketing and awareness campaigns for new consulting concepts, services, and key business initiatives. • Collaborate with the AssetMark Sales Team to develop and deepen advisor relationships to improve client loyalty, drive AUM growth, and improve asset retention.

• Support the delivery of privacy program assessments, regulatory gap analyses, and risk evaluations. • Assist in the development of privacy documentation such as policies, notices, DPIAs, and records of processing. • Contribute to data mapping initiatives by helping clients identify and document personal data flows across systems and vendors. • Help configure and maintain privacy management platforms (e.g., OneTrust, TrustArc) to support use cases like cookie compliance, subject rights management, and consent tracking. • Research and summarize evolving data protection laws and help translate regulatory requirements into actionable recommendations. • Collaborate with internal teams and senior consultants to ensure timely and high-quality project delivery. • Participate in client calls, working sessions, and deliverable reviews. • Maintain detailed project documentation and contribute to knowledge-sharing within the team.

Role Description As a Workday Certified Time Tracking & Absence Consultant, you will ensure successful deployment by architecting, configuring, and testing Workday solutions to meet the specific needs of the client. Foster the development of other Consultants by sharing expertise. May support proposal preparations, deliver demonstrations to clients, and speak at conferences. This remote role can be located anywhere within the United States or Canada to perform the required responsibilities. Key Expectations - Provide expertise in the Workday Payroll product suite, with deep expertise and experience with Absence & Time Tracking. - Lead or coach others to successfully: - Gather and document client business requirements. - Design and configure the Workday solution. - Demonstrate configurations through the development of prototype systems. - Assist in testing the Workday solution. - Complete knowledge transfer to clients. - Work with confidential client/data conversion team to help convert legacy data into Workday. - Assist the integration consulting team in configuring and testing integrations between Workday and other third-party or custom solutions. - Mentor new consultants and serve as a professional role model. - Communicate clearly and concisely; collaborate effectively on team-based projects. - Work with team members to address complex tasks/requirements when other team members need support. - Facilitate clients’ intellectual and practical adoption of Workday best practices. - Maintain clients’ ongoing satisfaction, ensuring Intecrowd is referenceable and referable once in production. - Provide regular status reports to the project managers keeping them apprised of overall project status. - Innovate and suggest new approaches and tools to deploy Workday efficiently and effectively. - Maintain Workday certifications and qualifications. - Ensure functional solutions are compatible with downstream data translation. - Demonstrate computational thinking; identify problem components, analyze patterns, and construct algorithmic solutions. - Contribute to and mold a culture of continuous education amongst your colleagues, mentees, and managers. - Provide insightful status reports to project managers that highlight risks to project health and improvements in client adoption. Qualifications - Current Workday Partner Absence and/or Time Tracking Certification. - 4+ years configuring and implementing a combination of Payroll/Absence/Time Tracking (PATT) Solutions. - Bachelor’s Degree or equivalent work experience. - Previous consulting experience with a consulting/software company. - Previous experience deploying Workday, SAP, Oracle, PeopleSoft, ADP, Ultimate, or similar applications. - Demonstrated project management experience. - Functional experience in one or more of the following areas: Payroll, Absence and/or Time Tracking. - Passion for providing exceptional customer service. - Ability to effectively manage against timelines and goals. - Excellent verbal and written communication skills. - Business analysis and requirements gathering abilities. - Ability to learn technology quickly through instruction and self-training. - Experience deploying multiple HCM/Payroll projects simultaneously a plus. - Expected travel is +/-20% depending on project. Employer’s Rights Intecrowd has the right to revise this job description at any time. This job description is not a contract for employment. This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks listed in this job description. Equal Opportunity Statement All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or status as a Vietnam or disabled veteran. Applications for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States and with Intecrowd.