Why you'll LOVE Sagent:
You could work anywhere. We know you are talented and looking for something inspiring and impactful. A place where you will make a difference and have a great time doing it!
By choosing Sagent, you can be part of our mission to make loans and homeownership simpler and safer for all consumers.
Sagent powers servicers and consumers. You power Sagent!
About the Opportunity: As our next Training and Advisory Specialist Senior you will have the opportunity to leverage your mortgage servicing experience as a Subject Matter Expert (SME) for Investor Accounting, Reporting and Reconciliation support within our LoanServ platform. Your expertise and effective communication skills will ensure your success in the role as you provide training, consultation and support to internal stakeholders and customers, alike. Familiarity with Sagent's LoanServ product will put your candidacy ahead of the rest.
And there's more! Our team will provide you with the best tools, resources, and compensation to get the job done…and enjoy every minute of it. And if it couldn't get any better….this role is REMOTE!
Your Day-to-Day at Sagent:
- Support new client onboarding activities by conducting discovery and awareness sessions, performing system analysis to ensure correct configuration; customer training, conducting User Acceptance Testing (UAT) support, and post-production support.
- Monitor the status, coordinate, and effectively communicate progress and any potential problems to team lead/project coordinator/project manager for awareness and/or resolution.
- Analyze and determine implementation requirements and provide to client, vendor, and appropriate departments to include interfaces required and/or system feature enhancements.
- Case management point of escalation support for existing LoanServ customers in Investor Accounting, Reporting and Reconciliation.
- Conduct training in both classroom and virtual environments. Training topics to include Investor setup and configuration, Loan Transfers, Agency Reporting and Remittance Requirements, and Custodial Account Reconciliations.
- Create training materials including training manuals, quick reference guides along with corresponding videos and host Sagent Extended Education (SEE) and Sagent Savvy sessions each month.
- Participate in cross training to include additional Sagent products and functions within LoanServ with the result being the ability to support additional feature/functions and expand your knowledge base.
- Conduct onsite and virtual advisory services which includes business process reviews, changes to system configuration, and user acceptance testing support.
- Up to 35% travel to customer sites to deliver implementation support and trainingopportunities.
We'd love to hear from you if you have:
- Bachelor's Degree with 3-4 years of experience OR 5-7 years of experience in lieu of degree.
- Five+ years' experience in mortgage servicing, financial services industry, or a closely related field
- Experience managing small to medium sized projects
- Thorough understanding of Agency and Private Investor Accounting, Reporting, and Custodial Account Reconciliations, GSE Support in the Mortgage Servicing Industry,
- Knowledge of cash flows between mortgage servicing and mortgage accounting
- Analytical and detail-oriented qualities, are self-motivated, and results-driven
- Ability to build sound business relationships
- Proficient in computer system and personal computer use
Perks!
As a Sagent Associate, you will be eligible to participate in our benefit programs beginning on Day #1! We offer a comprehensive package including Remote/Hybrid workplace options, Health Benefits, Unlimited Flexible Time Off, Family Planning Services, Tuition Reimbursement, Paid Family Leave, 401(k) Matching, Pet Insurance, LinkedIn Learning, Virtual Social Experiences, Career Pathing, Focus Time Fridays and much, much more!
Sagent is transforming the mortgage servicing industry by bringing the modern experience customers now expect from loan originations to loan servicing. Our platform lets customers manage their home-owing lives from anywhere while giving servicers lower costs, scale compliance and higher servicing values through full market cycles.
Sagent is a joint venture that combines Fiserv Inc.'s decades of market-leading fintech expertise with Warburg Pincus' skill in growing technology companies. We hire innovators and doers to disrupt the last and most complex frontier of lending and housing. We're growing fast and need you to help shape our future.
Sagent is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Originally posted on Himalayas
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