Lender

Implementation Consultant

Lender

full-time

Posted on:

Location Type: Remote

Location: California • New York • United States

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Salary

💰 $75,000 - $85,000 per year

About the role

  • 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.

Requirements

  • 5 years minimum experience in project management, particularly in technology or SaaS implementation.
  • Solid understanding of mortgage lending and regulatory requirements and their application to a general production workflow.
  • Experience with ICE's mortgage technology Encompass®.
  • Self-starter with the ability to work with minimal supervision as a remote employee.
  • Exceptional organizational and time management skills with an ability to juggle multiple priorities.
  • Strong communication skills, both written and verbal, in English.
  • Experience working with clients in financial services, lending, or the mortgage industry.
  • Ability to conduct stakeholder meetings and effectively manage client relationships.
  • Proficiency in using project management tools and software.
  • A proactive and solutions-oriented mindset with a focus on client satisfaction.
  • Bachelor’s degree in business, management, or equivalent professional experience.
Benefits
  • Remote Work: No daily commute, no traffic.
  • Comprehensive Benefits: Medical, Dental, Vision, and more to keep you and your family healthy.
  • Monthly Socials: Play games, earn prizes, and have fun with all employees at Lender Toolkit.
  • Wellness initiatives: Bi-Weekly Meditation, Group Challenges, and More!
  • Power Coin Rewards System: Opportunity to Earn Points in exchange for gift cards, experiences, travel, and more!
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
project managementSaaS implementationmortgage technologyEncompassorganizational skillstime managementclient relationship managementstakeholder managementsolution recommendationspost-implementation support
Soft Skills
communication skillsself-starterproactive mindsetsolutions-orientedteam playerability to juggle multiple priorities
Certifications
Bachelor’s degree in businessBachelor’s degree in management