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Implementation Consultant - Loan Vision

Banyan SoftwareSoftware Portfolio company
United StatesMid
Saltoun Capital Partners
Norwest
Rock Creek Capital
Operations & Strategy

About the role

TL;DR

Implement and onboard customers to Loan Vision software, providing expert consulting and training.

  • Loan Vision is seeking an Implementation Consultant to join their deployment team.
  • This role involves working directly with customers to efficiently implement and onboard them to the Loan Vision software.
  • Key Responsibilities Lead the successful implementation of Loan Vision for new and existing clients.
  • Develop deep expertise in Loan Vision modules and guide clients on effective software implementation.
  • Provide expert consulting across all areas of the Loan Vision system, including setup, migration, and integration.
  • Deliver thorough training to clients on various aspects of the Loan Vision system.
  • Provide post-go-live support to ensure clients effectively learn and execute their job functions.
  • Requirements 4-year undergraduate degree in accounting or equivalent experience.
  • Experience in the mortgage banking industry.
  • Experience using Loan Vision software or Microsoft Dynamics software. 3-5 years of business experience.
View original posting →

Required skills

Project ManagementAzureExcelPowerPointAccountingCustomer OnboardingImplementation Management

Domain expertise

fintechconsulting

Benefits & perks

Unlimited PTO, Standard Holidays, Competitive health benefits, 401k Program and match, Collaborative work atmosphere, Work from home, Eligibility for Annual Incentive Trip

Tech stack

AzureExcelPowerPoint

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