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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.
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