Customer Service Consultant

Role Information

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Loan Vision is hiring a customer service consultant who will report to the VP, Operations & General Manager. As part of the Loan Vision operations team, the customer service consultant will work directly with customers to assist on support requests. The candidate is expected to currently have and/or rapidly develop an extensive knowledge of the Loan Vision software and the mortgage banking industry.

  • Highly organized
  • Disciplined
  • “Figure it out” DNA
  • Proficient in PowerPoint, Excel and MO
  • Thrives in a fast-paced environment
  • Ability to handle multiple projects/requests
  • Confidence to try new things with vague or littledirection
  • Confidence to fail and keep trying
  • Prioritization discernment
  • Strong People skills
  • Attention to detail, resourcefulness, and problem-solving skills
  • Excellent written and verbal communication skills
  • Good time management skills and ability to prioritize work
  • Ability to travel and work remote
  • Desire to take ownership of software implementation projects
  • A good sense of humor
  • Positive attitude
  • Low ego
  • The candidate must have a passion for guiding our customers to maximize system utilization

Monitoring and addressing support requests on a daily basis.

Deliver expert consulting for supporting all areas of the system, including but not limited to:

  • Chart of account setup
  • G/L data transfer from legacy systems
  • Loan imports from loan origination software (LOS)
  • Invoice approval and journal approval workflows
  • System integrations
  • Fixed assets
  • ACH and positive pay
  • Interim servicing

Assist with supporting customers on areas of the system, including but not limited to:

  • General journals and recurring journals
  • Cash management, AP, payments, deposits, and bank recs
  • Financial reporting
  • Loan imports and loan level reporting
  • Fixed assets
  • Budgeting

  • Experience in the mortgage banking industry (preferred)
  • Experience using Loan Vision software or Microsoft Dynamics software (preferred)
  • 3-5 years business experience (preferred)
Educational requirements:
  • 4-year undergraduate degree in accounting, or equivalent experience (required)