LoanPro

Implementation Specialist

• Take ownership of the feature design processes by translating customer specifications into detailed feature design plans.
• Craft solutions that align with our product capabilities, maintain scalability, and offer optimal user experiences.
• An essential function of this role requires onsite work to collaborate with other team members.
• Remote work can be conducted at managers discretion and in accordance with company hybrid policy.
• Provide technical guidance and oversight to project managers and implementation specialists, ensuring that technical solutions align with project requirements, LoanPro standards, and industry best practices.
• Proactively address technical challenges and roadblocks to keep the project on track.
• Maintain clear and effective communication with project stakeholders.
• Provide regular project status updates, technical reports, and address any technical concerns or queries.
• Identify potential technical risks and develop risk mitigation strategies.
• Continuously monitor technical risks throughout the feature build process and implement contingency plans when necessary.
• Lead client training efforts to ensure smooth feature adoption by clients.
• Responsibilities / Duties / Tasks: Client Experience: Provide a white glove experience and advocate for LoanPro clients by understanding their needs, communicating effectively, and designing solutions that align with their objectives and expectations.
• Feature Design and Planning: Collaborate with clients to gather detailed requirements for desired features and enhancements. Design technical solutions that align with clients' needs, our product capabilities, and best practices. Create comprehensive feature design plans, including architecture, workflows, and user interfaces.
• Stakeholder Communication : Maintain clear and effective communication with project stakeholders, including team members, clients, and external partners. Provide weekly updates on project status, risks, and progress to project managers.
• Risk Management : Identify potential risks and develop risk mitigation plans. Continuously monitor risks and implement strategies to minimize their impact on project outcomes.
• Quality Assurance: Ensure project deliverables meet the highest quality standards and align with the defined feature requirements. Review and approve processes to validate feature functionality, and stability.
• Change Management: Manage changes to feature designs. Evaluate the impact of changes and communicate them effectively to project managers and
• or clients, ensuring alignment and agreement.
• Documentation : Maintain comprehensive feature design documentation to ensure we have a clear understanding of what we are building or what has been built. Maintain change logs to record when changes were made to any feature design being built.
• Cross Team Coordination : Deliver training sessions for internal teams, implementation specialists, and end-users as required.
• Continuous Improvement: Drive process improvement initiatives and conduct lessons learned sessions to enhance feature design and build practices .
• Team Leadership : Foster a collaborative and positive team environment. Motivate team members, provide guidance, and ensure a cohesive and productive team dynamic.
• Attitude: Exemplify and be hungry, humble, and smart in regard to work attitude and growth!

Implementation Engineer

Technical Project Manager

• Spearhead the implementation and integration of credit card programs onto our platform.
• Serve as a key point of contact for clients, exemplifying exceptional customer service.
• Lead and manage the end-to-end onboarding process for credit card programs onto our platform.
• Work closely with clients and internal stakeholders to align project expectations and ensure seamless communication.
• Utilize experience in building or onboarding card programs to provide insights during integration.
• Develop comprehensive project plans, manage resources, and drive project execution.
• Ensure that all onboarding processes adhere to regulatory compliance and documentation standards.
• Drive improvements in onboarding processes and methodologies based on industry trends and client feedback.

Technical Project Manager – Card

Account Executive

• Take ownership of deep learning about our software, its functions, and how it fulfills our customers' needs and how they use the product
• Communicate with potential and current clients to understand customer goals, challenges, project requirements, timeline, budget, and authority
• Create detailed business plans to reach predetermined goals and quotas
• Own, manage and drive prospects through the full sales process from qualification to close
• Maintain and organize customer and account information
• Research and develop existing accounts to increase customer efficiencies
• Develop an in-depth understanding of LoanPro, industry trends, and competition
• Work effectively with internal departments to deliver the best solution for the client and ensure an excellent experience
• Consistently achieve and exceed quarterly metrics (appointments set, opportunities created, qualified leads, new contacts, calls per day, KPI, etc.)
• Answer questions about LoanPro processes and solutions with confidence and expertise
• Manage prospecting status, data integrity, and forecasting in Salesforce
• Drive pipeline growth through development of outbound leads
• Deliver quality and tailored demonstrations to mid-market and enterprise prospects based on their needs and priorities
• Remain in regular contact with your clients to understand and meet their needs
• Provide ideas/insights to management and sales to help facilitate growth of organization
• Stay on top of industry trends and develop a complete understanding of our current and potential Strategic Partners’ and our customers’ businesses
• Research target accounts, identify key players, generate interest, and develop new relationships
• Clearly articulate value, be persuasive and present to decision-makers, key stakeholders, and executives
• Support LoanPro at trade shows and conventions, as needed
• Ability to give, receive, and implement feedback and constructive criticism
• Have a positive and energetic attitude and make efforts to maintain/improve morale
• Effectively collaborate and consult with colleagues to identify issues, determine potential solutions, and analyze the impact on the broader organization
• Build collaborative, trustworthy relationships across a range of styles, functions, geographies, and cultures to form networks within and outside the company
• Develop and maintain strong organizational astuteness and agility
• Self-directed, including: manages time, proactively seeks work opportunity, supports the department and software needs, proactively seeks and pulls work, delivers on daily projects tasks, communicates with team - has a strong sense of urgency and engagement of projects and timely delivery
• Focuses on work while at work, stays engaged, attentive and proactive and eliminates distractions (cell phone, internet, long breaks, distractions, etc)
• Puts sufficient time, energy, and effort into the tasks necessary to complete the duties and responsibilities of the position