Lender

Implementation Specialist

• Lead end-to-end project implementation for clients adopting our products or Encompass.
• Act as the primary point of contact for client engagements, ensuring clear communication and alignment on goals.
• Organization of projects within the Teamwork Project Management software and communication of project statuses, with clear prioritization and history of work completed.
• This includes organizing and leading weekly project calls with each client, completing a consistent number of tasks and solutions to production, and ensuring ROI for the client.
• Ensure projects stay within timeline, budget and scope.
• Facilitate stakeholder meetings to gather requirements and provide solution recommendations.
• Collaborate with internal teams to ensure timely delivery of project deliverables.
• Address and resolve any implementation challenges, ensuring seamless adoption of the solution(s).
• Train clients and end-users on platform functionalities and best practices.
• Provide post-implementation support to ensure sustained client success.
• Identifying opportunities for promotion of existing Lender Toolkit solutions to resolve client needs and deploying those solutions for improved client experience.
• Adopt our #teamplayer value and assist on other projects/tasks as needed.

Implementation Consultant