Implementation Consultant - Loan Vision

About the Role

Loan Vision is hiring an Implementation Consultant who will report to the VP of Implementation. As part of the Loan Vision deployment team, the Implementation Consultant will work directly with the Loan Vision project team and multiple customer project teams to efficiently implement and onboard customers to Loan Vision. The role involves taking ownership of the quality of implementing new customers on Loan Vision and requires developing extensive knowledge of the Loan Vision software and the mortgage banking industry.

Requirements

• 4-year undergraduate degree in accounting, or equivalent experience (required)
• Experience in the mortgage banking industry (required)
• Experience using Loan Vision software or Microsoft Dynamics software (required)
• 3-5 years business experience (preferred)
• Exceptional organizational skills
• Strong discipline and self-motivation
• Proactive problem-solving mindset
• Proficiency in PowerPoint, Excel, and Microsoft Office
• Ability to thrive in a dynamic, fast-paced environment
• Capable of managing multiple projects and requests simultaneously
• Willingness to experiment and innovate with minimal guidance
• Resilience and persistence in the face of challenges
• Excellent prioritization and decision-making abilities
• Strong interpersonal skills
• Keen attention to detail, resourcefulness, and problem-solving capabilities
• Outstanding written and verbal communication skills
• Effective time management and prioritization skills
• Willingness to travel and work remotely
• Enthusiasm for leading software implementation projects
• A good sense of humor and a positive attitude
• Humility and a collaborative spirit
• Passion for helping customers maximize system utilization

Responsibilities

• Project Leadership: Serve as the primary project lead for the successful implementation of Loan Vision, ensuring high-quality deployment for both new customers and existing clients with new projects.
• Subject Matter Expertise: Develop and maintain deep expertise in both current and upcoming Loan Vision modules. Act as a consultant to clients, guiding them in the effective implementation and optimization of Loan Vision software to meet their specific needs.
• Comprehensive System Implementation: Provide expert-level consulting across all areas of the Loan Vision system, including:
  • Chart of Accounts Setup
  • General Ledger (G/L) Data Migration from Legacy Systems
  • Integration of Loan Data from Loan Origination Software (LOS)
  • Configuration of Invoice and Journal Approval Workflows
  • System Integration with Other Platforms
  • Fixed Asset Management
  • ACH Processing and Positive Pay
  • Interim Servicing Solutions
  • Branch Portal Configuration
  • Commissions Setup and Management
• Customer Training: Deliver thorough training to clients on various aspects of the Loan Vision system, including:
  • General and Recurring Journals
  • Cash Management, Accounts Payable (AP), Payments, Deposits, and Bank Reconciliation
  • Financial Reporting
  • Loan Data Imports and Loan-Level Reporting
  • Fixed Asset Management
  • Budgeting and Forecasting
  • Branch Portal Usage
  • Commissions Management
• Post-Go-Live Support: Provide ongoing support following system deployment to ensure clients’ users effectively learn and execute their job functions within Loan Vision. Address any issues or questions to facilitate a smooth transition and optimal software usage.

Benefits

• Unlimited PTO (Subject to supervisor approval)
• Standard Holidays
• Competitive health benefits
• 401k Program and match
• Collaborative work atmosphere
• Experience working in a high-growth PE-backed software company on the East Coast
• Unlimited professional growth opportunities
• Work from home
• Eligibility for Annual Incentive Trip (CEO Circle)

Schedule

• Full-time
• Remote work with 10-20% travel

About Us

Loan Vision is a PE-backed (Banyan Software/Pacific Lake) high-growth tech firm delivering loan-level accounting software purpose-built for the mortgage banking industry. Since launching in 2013, Loan Vision has helped over 270 customers reduce risk, streamline manual processes, and lower operating expenses by combining a leading financial management solution with deep loan-level accounting capabilities. We’re committed to transforming accounting departments across the mortgage industry, helping them reach peak efficiency and gain clearer insight into profitability.

Our technology is built on the Microsoft Dynamics platform and hosted in Microsoft Azure, enabling scalability, security, and rapid adoption across the industry, including some of the nation’s top lenders.

At Loan Vision, our culture is rooted in purpose and driven by impact. We’re united by a mission to provide premier financial solutions and insights for the mortgage banking industry, and guided by a vision to empower our customers to operate more effectively and profitably. Our values shape everything we do, from delivering innovative technology solutions and championing customer success to striving for excellence through collaboration.

Banyan Software, the parent company of Loan Vision, is the permanent home for software businesses that serve specialized industries. Founded in 2016 and headquartered in Atlanta, Banyan operates more than 100 portfolio companies across North America, the UK, EU, and APAC. Banyan is Great Place to Work Certified, a five-time Inc. 5000 honoree, and a top 10 company on the Deloitte Technology Fast 500.