Client Success Analyst

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eLEND Solutions

Site WebLinkedInTous les Emplois

11 - 50 employés

Fondée en 2003

💳 Fintech

🤝 B2B

☁️ SaaS

Fintech • B2B • SaaS

eLEND Solutions est une plateforme FinTech SaaS neutre vis-à-vis des fournisseurs qui connecte les concessionnaires automobiles, les prêteurs et les partenaires pour permettre des scénarios de financement en temps réel, adaptés aux prêteurs au point de vente. La société propose des services de vérification de crédit et d'identité, des outils avancés de pré-découpage et de finance/découpage, et des intégrations avec les principaux CRM, systèmes d'inventaire et sites web pour rationaliser le commerce de détail connecté et améliorer les affaires finançables et les taux de clôture. eLEND met l'accent sur la sécurité des données et la conformité (certifié SOC 2) tout en offrant des API et des middleware configurables pour unifier les workflows de vente et de finance pour les concessionnaires et les partenaires prêteurs.

Description

• 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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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