Vacancy expired!
Our client, a provider of integrated technology, services, data and analytics solutions to the mortgage and real estate industries, is seeking an Investor Reporting/Financial Controls Product Consultant
Location: Remote Position Type: Contract Job Summary: Completes various on-site consulting engagements centered on mortgage servicing operational practices and implementation activities. Observes current state processes and system utilization and makes recommendations, both verbal and written to clients with regard to the implementation of data, best practice operational improvements, training needs, reengineered processes, system optimization and other related opportunities. Serves as a liaison between the customer, users, and consultants. Intermediate professional role. Moderate skills with high level of proficiency. Works under general supervision with increased latitude for independent judgment. Identifies non-routine issues and routes/escalates to appropriate team member. Supports moderately complexity products and/or services and has knowledge of all products and services offered to the assigned client, customer, etc. Works on multiple concurrent projects of medium complexity. Is an active team member, contributes to moderate to complex projects to gain experience, shares ideas and suggests process improvements appropriate for level of experience. Consults with senior peers on semi-complex processes to learn through experience. Typically requires four (4) or more years of experience in a product support role, with a minimum of three (3) years of practical experience with the applications and/or managerial-level experience preferred. Job Responsibilities:- Compiles and analyzes customer data, and reports in preparation for on-site engagements.
- Compiles and analyzes customer data, and reports in preparation for on-site engagements.
- Completes consulting and implementation engagements in assigned functional areas. Interviews, observes and gathers relevant data on-site in client's operation in order to provide business and system application training, and perform problem analysis and determine solutions to client issues.
- Prepares and delivers to clients a written report detailing information on observations, recommendations, work completed, pending work, and clients' on-going responsibilities.
- Monitors the engagements' progress after the on-site review addressing any subsequent issues arising, uncompleted tasks, and any problems disclosed in assigned functional areas.
- Monitors and reviews key client activities on a regular basis, making recommendations, both verbal and written, to clients with regard to the implementation of data, best practice operational improvements, training needs, reengineered processes, system optimization and other related opportunities.
- Supervises work assigned to the client.
- Develops professional and positive client relations designed to attract and promote new consulting and training business and foster an ongoing relationship.
- Markets Professional Services, as well as represents other products and services to our client base.
- Develops procedures, flowcharts and other consulting materials as required by the engagement assigned and devises and/or modifies processes and procedures to achieve greater efficiencies and to solve the most complex problems related to clients' products.
- Performs other related duties as required.
- Bachelor's degree or the equivalent combination of education, training, or work experience.
- Expertise is needed in at least one of the following functional areas:
- Investor Reporting, Remitting, and Reconciliation
- Fannie Mae)
- Ginnie Mae
- Freddie Mac
- Private Pools
- Bank Reconciliation WS and Test of Cash Recon
- Payment Processing (Cashiering)
- Suspense Processing
- Payoffs
- Payments
- Reversal/Reapplications
- Lockbox Implementations
- Corporate Accounting
- General Ledger
- Asset Accounting
- Daily Interest Accrual
- FASB
- GLCF (General Ledger Control Facility)
- Invoicing or Claims applications
- Exceptional verbal and written communication skills. Ability to relate to and communicate effectively with all levels of client personnel, from the CEO to line level staff, in an organized and professional manner
- Exceptional interpersonal skills and a demonstrated ability to interact with both external and internal customers, establishing and maintaining effective working relationships
- Knowledgeable in the use of personal computers and able to use multiple PC software systems (MS Word, Excel, PowerPoint, Visio, etc. and project management software)
- Excellent problem solving and analysis skills. Resourceful and proactive in gathering information and sharing ideas.
- Must be able to function well as an independent contributor and as part of a team. Strong time management skills, attention to detail, and resourcefulness
- Strong knowledge of financial and/or loan processing services technology, including systems, applications, practices, and emerging technologies. Ability to quickly become proficient with new technologies
- Ability to utilize judgment in decision making process and decisions related to job tasks, including estimating work effort for project sub-plans or small projects to ensure the project is completed effectively and efficiently
- Excellent verbal and written communication skills, including the use of presentation and interpersonal skills to communicate ideas in a clear, concise, and professional manner to technical and non-technical audiences of various levels in the organization
- Client relationship management skills, understanding and focusing on clients' needs, establishing credibility and building positive, professional, relationships with clients
- Strong analytical skills used to determine client business needs and requirements
Vacancy expired!