2602-1 Client Advocate

Tnbankers; Tennessee; On-site; USD 50,000 - 70,000; Full time

Job summary

A leading FinTech company is seeking a reliable Client Advocate to enhance client satisfaction through direct communication with administrators and executives. This role involves managing client expectations, leading user meetings, and collaborating with sales and support teams. Ideal candidates will have a strong background in mortgage or consumer lending, as well as excellent organizational and communication skills. Join a dynamic team that values exceptional service and innovation in lending technology.

Qualifications

• Background in Consumer or Mortgage lending required.
• Experience in creating detailed business analysis.
• Ability to manage client expectations.

Responsibilities

• Maintain strong relationships and ensure client satisfaction.
• Manage regular client video meetings and annual users’ group conference.
• Collaborate with sales, support, and quality assurance teams.

Skills

Strong communications skills

Strong organizational skills

Customer service orientation

Education

BS degree in computer science, business administration, finance, economics, or a related field

Tools

MS Office

Banking computer software

Job description

A background in either Consumer or Mortgage lending is a requirement

JOB SUMMARY

We are looking for a reliable LOS (Loan Origination Software) Client Advocate. This is a customer service position that will be in direct contact with our clients’ administrators and executives to determine their satisfaction level with our product and service. The Client Advocate will also be responsible with managing client expectations and providing information our clients might find beneficial to their business.

This position will also work closely with sales, support and quality assurance within Integra Software Systems. The person at this position will also put together and lead regular client video meetings to highlight new release items. Creating and managing an annual users’ group conference will be a future role for this position. If you are very customer service oriented, have great communication skills and enjoy working with customers, we would love to have you as part of our team!

CHARACTERISTICS

The purpose of the Client Advocate is to develop & maintain a strong relationship of mutual respect while providing value to the client:

• Strong communications skills
• Strong organizational skills
• Be able to non-defensively solicit both negative and positive feedback from client
• Follow through on commitments made.
• Communicate often (i.e. email recaps/takeaways/status/update)
• Ability to forge trust relationships and enhance customer dedication

ADVANTAGES

• Lending experience required, particularly Portfolio Lending an advantage
• Knowledge of banking computer software and MS Office
• Experience in creating detailed business analysis; outlining problems, opportunities and solutions for a business
• BS degree in computer science, business administration, finance, economics, or a related fie

Founded, built, and supported 100% in Tennessee, Integra Loan Tech has been changing the landscape of lending technology since 1996. Starting with a philosophy of 'Best-in-Class Technology' backed with exceptional service, Integra has been a staple in the FinTech Industry for 30 years.

Integra expanded to provide mortgage, consumer, and commercial loan technology for our financial institution customers in a single platform. EPIC is ideal for any lender seeking a 100% completely browser-based environment.

Lending Technology is our sole focus partnering with banks, credit unions, and mortgage companies. Our Best-in-Class Service and Innovative Technology defines our culture and is something our team takes pride in.

Integra’s LOS software offers a wide range of features that help to streamline the lending process like never before. The Integra team has worked to create a product that covers Mortgage, Consumer, and Commercial lending all in one. Having a brilliant, easy-to-use, and easy-to-implement product is not our only company value. We have worked to create close & communicative relationships with each of our clients through our Client Advocate Program. Integra truly views each of our clients as part of our community and we are excited to welcome you today!

SEND RESUME TO:
[e-mail]