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Implementation Specialist

Lenders Cooperative

Full-time
USA
project management
customer experience
user experience
documentation
customer feedback
Apply for this position

AtLenders Cooperativeweare a forward-thinking group of former bankers, investment bankers, and technologists who recognize the need for better innovation and solutions to support financial institutions' commercial lending efforts.Our core mission is to help these institutions to focus on their true strengths. At Lenders, our culture is built on three core valuesUrgency, Collaboration, and Commitmentwhich shape how we work, innovate, and support one another. Joining Lenders means being part of a mission-driven team that values innovation, collaboration, and a commitment to excellence. If you thrive in high-pressure environments where urgency meets creativity and where every challenge is an opportunity to create impact, then continue reading.... Lenders Cooperative seeksan Implementation Specialist. This position will provide onboarding support and training to our clients, who operate across all stages of loan production and portfolio management. Location:The position is remote. (U.S. Citizenship Required). Key Responsibilities:

  • Own new customer onboarding and additional implementations for assigned accounts, including kickoff, process design, build, train, and rollout

  • Build and maintain strong relationships with customers and become a trusted advisor throughout the implementation process

  • Serve as a dedicated project manager for all assigned implementations, focusing on time-to-value for our customers

  • Consult with the customer to deliver the appropriate implementation experience based on each customers maturity.

  • Utilize our application templates as an accelerator to get customers up and running quickly, applying configuration changes as needed

  • Partner with the Support team to ensure a smooth handoff of the customer experience from onboarding and implementation to ongoing partnership

  • Work with customers to gather requirements to create their custom items within Ventures and then train them on how to maintain them going forward. Specific areas that have been identified for customization

    • Reports

    • Web Templates for custom documents

    • Document Storage set up and document mapping

    • Tasks and Checklists

    • Administration preferences (permission settings, snippets, etc.)

    • Borrower Portal

  • Conduct highly effective meetings with customers over web conference

  • Create written documentation and videos for training and knowledge base articles.

  • Assist with customer support through the ticketing system which will include support tickets that may be assigned

  • There may be occasional travel

Position Requirements:

  • Bachelors Degree or equivalent. Education level will be considered holistically, considering both education and work experience.

  • Minimum 2 years experience in project management, implementation and/or client user experience.

  • Minimum 2 years experience working in the lending field or software for lenders

  • Attention to Detail - Implementation Specialists should have a keen eye for detail to accurately diagnose and address customer issues. They should pay close attention to customer feedback, product usage/workflows, and other metrics to identify areas for improvement.

  • Continuous Learning - The software industry is constantly evolving, with new features, updates, and technologies being introduced regularly. Implementation Specialists should be committed to continuous learning to stay updated on the latest developments and enhance their technical skills.

Benefits:

  • Competitive salary and performance-based bonuses

  • Comprehensive health, free dentaland vision insurance plans

  • Flexible work hours andfully remote work options

  • Unlimited PTO and company holidays

  • Collaborative and inclusive work environment with a diverse team

  • Company-sponsored events and team outings

If you're ready to take your career to the next level and be part of a team that values creativity and innovation, apply now! We can't wait to meet you and see how you'll contribute to our success. Lenders Cooperative is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We celebrate our employees' unique differences because that drives curiosity, innovation, and the success of our business. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities.

Apply for this position
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About the job

Full-time
USA
Posted 3 hours ago
project management
customer experience
user experience
documentation
customer feedback

Apply for this position

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Implementation Specialist

Lenders Cooperative

AtLenders Cooperativeweare a forward-thinking group of former bankers, investment bankers, and technologists who recognize the need for better innovation and solutions to support financial institutions' commercial lending efforts.Our core mission is to help these institutions to focus on their true strengths. At Lenders, our culture is built on three core valuesUrgency, Collaboration, and Commitmentwhich shape how we work, innovate, and support one another. Joining Lenders means being part of a mission-driven team that values innovation, collaboration, and a commitment to excellence. If you thrive in high-pressure environments where urgency meets creativity and where every challenge is an opportunity to create impact, then continue reading.... Lenders Cooperative seeksan Implementation Specialist. This position will provide onboarding support and training to our clients, who operate across all stages of loan production and portfolio management. Location:The position is remote. (U.S. Citizenship Required). Key Responsibilities:

  • Own new customer onboarding and additional implementations for assigned accounts, including kickoff, process design, build, train, and rollout

  • Build and maintain strong relationships with customers and become a trusted advisor throughout the implementation process

  • Serve as a dedicated project manager for all assigned implementations, focusing on time-to-value for our customers

  • Consult with the customer to deliver the appropriate implementation experience based on each customers maturity.

  • Utilize our application templates as an accelerator to get customers up and running quickly, applying configuration changes as needed

  • Partner with the Support team to ensure a smooth handoff of the customer experience from onboarding and implementation to ongoing partnership

  • Work with customers to gather requirements to create their custom items within Ventures and then train them on how to maintain them going forward. Specific areas that have been identified for customization

    • Reports

    • Web Templates for custom documents

    • Document Storage set up and document mapping

    • Tasks and Checklists

    • Administration preferences (permission settings, snippets, etc.)

    • Borrower Portal

  • Conduct highly effective meetings with customers over web conference

  • Create written documentation and videos for training and knowledge base articles.

  • Assist with customer support through the ticketing system which will include support tickets that may be assigned

  • There may be occasional travel

Position Requirements:

  • Bachelors Degree or equivalent. Education level will be considered holistically, considering both education and work experience.

  • Minimum 2 years experience in project management, implementation and/or client user experience.

  • Minimum 2 years experience working in the lending field or software for lenders

  • Attention to Detail - Implementation Specialists should have a keen eye for detail to accurately diagnose and address customer issues. They should pay close attention to customer feedback, product usage/workflows, and other metrics to identify areas for improvement.

  • Continuous Learning - The software industry is constantly evolving, with new features, updates, and technologies being introduced regularly. Implementation Specialists should be committed to continuous learning to stay updated on the latest developments and enhance their technical skills.

Benefits:

  • Competitive salary and performance-based bonuses

  • Comprehensive health, free dentaland vision insurance plans

  • Flexible work hours andfully remote work options

  • Unlimited PTO and company holidays

  • Collaborative and inclusive work environment with a diverse team

  • Company-sponsored events and team outings

If you're ready to take your career to the next level and be part of a team that values creativity and innovation, apply now! We can't wait to meet you and see how you'll contribute to our success. Lenders Cooperative is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We celebrate our employees' unique differences because that drives curiosity, innovation, and the success of our business. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities.

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