Client Success Analyst

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eLEND Solutions

WebsiteLinkedInAlle Stellen

11 - 50 Mitarbeiter

Gegründet 2003

💳 Fintech

🤝 B2B

☁️ SaaS

Fintech • B2B • SaaS

eLEND Solutions ist eine anbieterunabhängige FinTech SaaS-Plattform, die Autohaus-Händler, Kreditgeber und Partner verbindet, um Echtzeit-Finanzierungsszenarien mit Übereinstimmung der Kreditgeber am Verkaufsort zu ermöglichen. Das Unternehmen bietet Bonitäts- und Identitätsüberprüfungen, fortschrittliche Pre-Desking- und Finanz/Desking-Tools sowie Integrationen mit führenden CRM-Systemen, Bestandsverwaltungssystemen und Websites, um vernetztes Einzelhandelsgeschäft zu optimieren und finanzierbare Geschäfte sowie Abschlussraten zu verbessern. eLEND legt Wert auf Datensicherheit und Compliance (SOC 2 zertifiziert) und bietet konfigurierbare APIs und Middleware, um Vertriebs- und Finanzierungsabläufe für Autohäuser und Finanzpartner zu vereinen.

Beschreibung

• Analyze loan registrations and provide support for new submissions, portal navigation, and process-related inquiries. • Serve as a primary point of contact for complex client questions and escalations related to loan structuring, AUS findings, DTI calculations, liabilities, disclosures, and renovation loan scenarios. • Assist clients with mortgage loan registration within the eLEND loan portal while ensuring accuracy and completeness. • Provide expert-level support and guidance to clients regarding loan processing workflows and operational best practices. • Proactively engage with clients to understand evolving business needs, identify potential challenges, and provide strategic solutions. • Deliver both on-demand and scheduled training sessions related to products, processes, systems, and portal functionality. • Collaborate cross-functionally with Sales, Operations, Product, and Underwriting teams to resolve complex client issues efficiently. • Support the development and refinement of client success tools, workflows, and operational resources. • Assist in creating training materials, process documentation, and digital educational content designed to improve client knowledge and success. • Advocate for client feedback and provide insights that contribute to product enhancements and service improvements. • Maintain current knowledge of mortgage industry trends, investor guidelines, AUS systems, and competitive market updates. • Provide exceptional customer service and relationship management to internal and external partners.

🎯 Anforderungen

• 3+ years of experience as a Loan Officer Assistant (LOA), Mortgage Processor, Client Success Specialist, or similar mortgage operations role. • Strong knowledge of mortgage loan processing, loan structuring, AUS findings, and loan registration workflows. • Experience handling complex client relationships and delivering high-level client support in a fast-paced environment. • Strong understanding of the mortgage lending lifecycle and client operational needs within the industry. • Ability to analyze loan scenarios, identify issues, and provide effective solutions related to DTI, liabilities, disclosures, and loan structure. • Exceptional communication, presentation, and interpersonal skills with the ability to build trust and credibility with clients. • Strong analytical and problem-solving capabilities with a proactive, solution-oriented mindset. • Highly organized with the ability to manage multiple priorities, client requests, and deadlines simultaneously. • Experience collaborating cross-functionally with Sales, Underwriting, Operations, and Product teams. • Proficiency with CRM platforms, mortgage systems, AUS platforms, and Microsoft Office Suite. • Strong attention to detail and commitment to operational accuracy. • Natural leadership and mentoring abilities with a willingness to support team development and knowledge sharing. • Commitment to continuous learning and staying current on industry best practices and guideline updates.

🏖️ Vorteile

• Competitive base salary • Comprehensive medical, dental, and vision coverage • 401(k) plan with company participation • Paid time off and company holidays • Professional development and career growth opportunities • Access to tools, systems, and resources that support operational and client success • Collaborative and growth-oriented team environment