Description
Job Title: Senior SAP CRM Consultant / Specialist
Company: Cogency Inc.
Location: Toronto, ON (Hybrid – 4 Days Onsite)
Job Type: Full-Time
Interview Process: Final Round In-Person Interview Required
Job Summary
Cogency Inc. is seeking an experienced Senior SAP CRM Consultant / Specialist to support a large-scale Mortgage Origination transformation initiative for a leading Banking and Financial Services client.
The successful candidate will play a key role in the functional design, configuration, customization, and implementation of a custom SAP CRM Mortgage Origination solution, supporting the end-to-end mortgage lifecycle, including Account Origination, Adjudication, and Fulfillment.
The ideal candidate will have 8+ years of SAP CRM experience, strong expertise in SAP CRM 7.0, Web UI, One Order Framework, Business Partners, BRF+, Pricing, and Banking Services, along with excellent stakeholder engagement and solution design capabilities.
Key Responsibilities
SAP CRM Functional Consulting
- Lead the functional design, configuration, and implementation of SAP CRM solutions.
- Gather and analyze business requirements and translate them into scalable SAP CRM solutions.
- Configure SAP CRM modules and customize standard functionality to meet business needs.
- Support end-to-end solution delivery throughout the project lifecycle.
Mortgage Origination Solution
- Design and implement SAP CRM solutions supporting the complete Mortgage Origination lifecycle.
- Configure workflows supporting:
- Account Origination
- Mortgage Applications
- Credit Adjudication
- Fulfillment
- Loan Processing
- Collaborate with business stakeholders to optimize lending and mortgage processes.
SAP CRM Modules & Frameworks
- Configure and enhance SAP CRM 7.0 and Web UI applications.
- Work extensively with:
- Business Partners (BP)
- Bank Services
- Opportunity Management
- Case Management
- Quotations
- Due Diligence Processes
- One Order Framework
- Configure CRM organizational models, transactions, and business processes.
Business Rules & Pricing
- Configure and enhance SAP Pricing procedures.
- Develop and maintain BRF+ (Business Rule Framework) rules for business decision automation.
- Configure UI Component Sets and Web UI customizations.
- Support pricing enhancements and business rule implementation.
Integration & Solution Design
- Collaborate with SAP ABAP developers and integration teams.
- Define functional specifications for custom developments.
- Support integration with:
- SAP ECC/S4HANA
- Enterprise APIs
- Third-party banking systems
- Mortgage platforms
- Participate in solution architecture and integration workshops.
Testing & Deployment
- Prepare functional specifications and test scenarios.
- Support Unit Testing, SIT, UAT, and Production deployments.
- Troubleshoot functional defects and coordinate issue resolution.
- Support production stabilization and hypercare activities.
Stakeholder Management
- Conduct workshops with business users, product owners, and technical teams.
- Provide functional leadership throughout project execution.
- Mentor junior consultants and support knowledge transfer.
- Prepare solution documentation, process flows, and user guides.
Required Qualifications
- Bachelor’s degree in Information Technology, Computer Science, Business, or a related discipline.
- 8+ years of SAP CRM functional consulting experience.
- Strong expertise in:
- SAP CRM 7.0
- SAP CRM Web UI
- One Order Framework
- Business Partners (BP)
- Bank Services
- Opportunity Management
- Case Management
- Quotations
- Hands-on experience configuring:
- Pricing
- BRF+ (Business Rule Framework)
- UI Component Sets
- Experience supporting Mortgage Origination or Lending solutions.
- Strong understanding of SAP CRM functional architecture.
- Experience preparing Functional Specifications and Solution Design Documents.
- Experience working in Agile and Waterfall delivery environments.
- Excellent analytical, communication, and stakeholder management skills.
Nice to Have
- Experience with SAP S/4HANA and SAP Banking Services.
- Knowledge of SAP BTP and SAP Integration Suite.
- Experience working with SAP PI/PO or SAP CPI.
- Familiarity with SAP Fiori applications.
- Experience integrating SAP CRM with external lending or mortgage platforms.
- Exposure to REST APIs and OData Services.
- Knowledge of SAP ABAP debugging and technical design.
- Experience with DevOps and CI/CD practices.
Banking Domain Experience (Mandatory)
Candidates must have experience in Banking or Financial Services, with preference for experience in:
- Mortgage Origination
- Residential Lending
- Commercial Lending
- Loan Processing
- Credit Adjudication
- Account Origination
- Banking CRM Solutions
- Customer Onboarding
- Retail Banking
Technical Skills
SAP CRM
- SAP CRM 7.0
- SAP CRM Web UI
- Business Partners (BP)
- Bank Services
- One Order Framework
- Opportunity Management
- Case Management
- Quotations
Business Rules
- BRF+
- SAP Pricing
- UI Component Sets
Integration
- SAP PI/PO (Preferred)
- SAP Integration Suite (Preferred)
- REST APIs
- OData Services
Tools
- Solution Manager
- Jira
- Confluence
- Microsoft Office
Key Competencies
- SAP CRM Functional Consulting
- Mortgage Origination Solutions
- Banking Domain Expertise
- Business Process Analysis
- Functional Design & Configuration
- BRF+ & Pricing Configuration
- Stakeholder Management
- Requirements Gathering
- Solution Documentation
- Agile Delivery
- Problem Solving
- Excellent Communication Skills
Work Model
- Location: Toronto, ON
- Work Model: Hybrid – 4 Days Onsite per Week (Mandatory)
- Employment Type: Full-Time
- Interview Process: Final Round In-Person Interview (Mandatory)
Cogency Inc. is an equal opportunity employer committed to fostering an inclusive workplace. We are looking for a highly skilled Senior SAP CRM Consultant / Specialist with strong SAP CRM functional expertise and Mortgage Origination experience to help deliver enterprise banking transformation initiatives.





