Implementation Consultant - Loan Vision
New
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Loan VisionComputer Software
Location: United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 3-5 years business experience (preferred)
- Required Skills
- Project ManagementMicrosoft DynamicsMicrosoft ExcelMicrosoft OfficeAccountingPowerPoint
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
- Exceptional organizational skills
- Strong discipline and self-motivation
- Proactive problem-solving mindset
- Proficiency in PowerPoint, Excel, and Microsoft Office
- Capable of managing multiple projects and requests simultaneously
- Excellent prioritization and decision-making abilities
- Outstanding written and verbal communication skills
- Willingness to travel (10-20%)
Responsibilities
- Serve as the primary project lead for the successful implementation of Loan Vision, ensuring high-quality deployment for both new customers and existing clients with new projects.
- Develop and maintain deep expertise in both current and upcoming Loan Vision modules, acting as a consultant to clients for effective implementation and optimization.
- Provide expert-level consulting for system areas including Chart of Accounts, G/L data migration, LOS integration, workflow configuration, and fixed asset management.
- Deliver thorough training to clients on system aspects including cash management, accounts payable, financial reporting, loan data imports, and budgeting.
- Provide ongoing post-go-live support to ensure users effectively learn and execute job functions within the software.
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