Implementation Consultant

Lender Toolkit, LLC; United States; Remote; USD 85,000 - 95,000; Full time

Job summary

An innovative firm in the mortgage industry is seeking a talented Implementation Consultant to drive client success through seamless product adoption. This role involves leading project implementations, collaborating with cross-functional teams, and ensuring exceptional client satisfaction. The ideal candidate will have at least 5 years of project management experience, a solid understanding of mortgage lending, and proficiency in project management tools. Join this forward-thinking company to help shape the future of mortgage automation while enjoying a culture that prioritizes employee wellness and engagement.

Benefits

Comprehensive Benefits: Medical, Dental, Vision

Monthly Socials

Wellness initiatives

Power Coin Rewards System

Qualifications

• 5+ years of experience in project management, especially in technology or SaaS.
• Solid understanding of mortgage lending and regulatory requirements.

Responsibilities

• Lead end-to-end project implementation for clients adopting our products.
• Train clients and end-users on platform functionalities and best practices.

Skills

Project Management

Client Relationship Management

Communication Skills

Problem Solving

Organizational Skills

Time Management

Education

Bachelor’s degree in business or management

Tools

Teamwork Project Management

Microsoft 365

ICE's Encompass

Job description

Lender Toolkit is a Software Company in the Mortgage space, ranked #3194 on the INC. 5000 list of fastest-growing companies in America. LTK is one of ~5 Elite Pro Consulting Partners in the USA with ICE Mortgage Technology. As such, we are the most knowledgeable problem solvers when it comes to optimizing the lending process.

We offer clients our custom enhancement software that runs in tandem with Encompass. Our PowerTools and Automation software is designed to address lenders’ specific needs across the mortgage industry by automating and refining detailed processes.

At LTK we celebrate innovation and making technology that works like magic. We are at the forefront of the Mortgage Automation Transformation, and we are simultaneously on a mission to create a company culture that puts employees first to drive the company forward. Scaling new heights as a team while focusing on employees' overall wellness, are just some of the ways we do that. We are at the top of our game looking out into the future of Mortgage Automation, come see the view!

About the Role

As an Implementation Consultant, you will play a pivotal role in helping clients seamlessly adopt and integrate our cutting-edge products. You will collaborate with cross-functional teams and stakeholders to ensure the success of each implementation while maintaining exceptional client satisfaction. Your organizational skills and expertise in project management will be critical as you guide clients through the onboarding and implementation process efficiently and effectively. For this opening, we are looking specifically for candidates that have prior experience as an Underwriter.

What You’ll Own

• 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.

About You

• 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.
• Teamwork Project Management
• Microsoft 365

Perks and Benefits

• 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!

Lender Toolkit welcomes all candidates with equal opportunity.All applicants will be considered for employmentwithout attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Please note that at this time, Lender Toolkit does not hire individuals that reside within the state of New York or California.

#LI-BS1

The pay range for this role is:

85,000 - 95,000 USD per year (Remote (United States))