Loan Boarding Conversion Analyst (Remote)
9726 Old Bailes Rd, Suite 200, Fort Mill, SC 29707, United States
What you'll Do:
- Loan Boarding, Loan Sphere (LLB) system experience a MUST
- Data mapping conversion experience via BKFS/ICE
- Creates project plans. Identifies and leverages resources.
- Drives effective implementation processes. Builds and sustains client relationships during the implementation phase.
- Collaborates with management and internal teams to identify client implementation needs and ensure appropriate follow up.
- Ensures accurate communication is disseminated across all stakeholders including internal teams, external partners and clients.
- Has responsibility throughout the client onboarding cycle including planning, setup, execution and management of assigned projects.
- Responsible for the initial system setup and provides troubleshooting support during the testing and implementation phase.
- Provides the highest levels of professional customer service throughout the project lifecycle.
- Conducts online meetings/conference calls to orient a new employee or customer, present new functionality, perform training and collaborate with clients about concerns.
- Develops implementation plans which include timelines and metrics for communication, marketing and training activities.
- Creates and maintains a “source of truth” for impacted groups with respect to all value-added products and services available.
- Works closely with end user/client to understand and prioritize business goals and information needs related to the implementation/project.
- Accomplishes objectives, identifies and addresses future concepts, and implements best practices
- Uses skills as a seasoned, experienced professional with a full understanding of industry practices and established policies and procedures
- Troubleshoots a wide variety of complex problems and identifies solutions within broad application of functional expertise
- Removes barriers to project success
- Provides risk management and issue resolution
- Errors will have significant business and financial impact
- No formal responsibility for the supervision of others but may provide functional advice or training to less experienced team members
- Works independently with supervisory consultation
- Ability to establish and maintain effective working relationships at the senior management level across functional groups and business units
What You'll Bring
- Bachelor’s degree of equivalent combination of education and experience
- 6-8 years of directly related experience
- Able to evaluate Change Management scope of project
- Leadership skills with ability to build consensus among disparate groups
- Ability to manage multiple clients and projects/tasks simultaneously
- Strong customer service skills
- Strong internal communication skills including ability to work with various departments such as Sales, IT, Training, Marketing and Support
- Strong background in Title Insurance, Mortgage, or related industry
- Strong knowledge of department operating systems/applications and software/applications that integrate with those systems
- Familiar with a variety of the field’s concepts, practices and procedures
- Strong interpersonal, relationship-building and teamwork skills
- Able to translate and communicate technical information to a nontechnical audience
- Self-motivated; self-starter
- Proficient in Microsoft Word, Excel and PowerPoint
Salary Range: $75,375 – $125,600 Annually
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
What We OfferBy choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan. ApplyJob Profile
Career development opportunities Inclusive culture Inclusive workplace People-first culture Personalized service Personalized service and support Recognition awards
Tasks- Coordinate client communications
- Deliver training
- Implement products
- Manage project plans
- Troubleshoot systems
Best Practices BKFS Change Management Communication Compliance Customer service Data Mapping Excel ICE Implementation Insurance Interpersonal Leadership Loan Boarding Management Marketing Microsoft Word Mortgage servicing Operating Systems Project Management Real Estate Risk Management Sales Title Insurance Training Troubleshooting
Experience3 years
Education TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9