Bulk Loan Boarding Business Analyst (Remote Eligible)
What We Do Responsible for the implementation and effectiveness of products, services and technical or business systems, software, or solutions so that customers reach their desired outcomes using FA products. Develop project plans to define success for customers, manage change and resources, and ensure that implementations are completed on time, within budget and meet client expectations. Identify training needs, educate customers in best practices, and participate in onboarding activities to help customers maximize FA products and services. Coordinate and communicate timelines / status to clients, external partners, internal teams, management, and impacted groups.
What You'll Do
- Drive effective implementation/ onboarding processes. Build and sustain client relationships.
- Collaborate with management and internal teams to identify client needs and ensure appropriate follow-up.
- Identify, develop, and deliver training and education to clients
- Ensure accurate communication is disseminated across all stakeholders including internal teams, external partners and clients.
- Has responsibility throughout the client onboarding cycle including planning, setup, execution and management of assigned projects.
- Responsible for the initial system setup and provide troubleshooting support during the testing and implementation phase.
- Provide the highest levels of professional customer service throughout the project lifecycle/client relationship.
- Conduct online meetings/conference calls to orient clients, present new functionality, perform training and collaborate with clients about concerns.
- Develop implementation plans which include timelines and metrics for communication, marketing and training activities.
- Create and maintain a 7source of truth 8 for impacted groups with respect to all value-added products and services available.