Implementation Consultant - Loan Vision

Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers. We are on a mission to acquire, build, and grow great companies worldwide, helping them modernize through shared AI expertise and operational discipline. The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology to build a greener and more equitable world. Banyan is Great Place to Work Certified, a five-time Inc. 5000 honoree, and a top 10 company on the Deloitte Technology Fast 500. Founded in 2016 and headquartered in Atlanta, Banyan operates more than 100 portfolio companies across North America, the UK, EU, and APAC.

About UsLoan Vision is a PE-backed (Banyan Software/Pacific Lake) high-growth tech firm deliveringloan-level accounting software purpose-built for the mortgage banking industry. Sincelaunching at the MBA Technology Solutions Conference and Expo in 2013, Loan Vision hashelped 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. We believeevery mortgage bank should have instant access to the financial data needed to make fast,strategic decisions. That’s why we focus not only on delivering the right tools, but also onproviding the right implementation approach and ongoing support to ensure customersmaximize the value of our software.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 ofthe nation’s top lenders. For more information, visit <www.loanvision.com.At> Loan Vision, our culture is rooted in purpose and driven by impact. We’re united by amission to provide premier financial solutions and insights for the mortgage bankingindustry, and guided by a vision to empower our customers to operate more effectively andprofitably. Our values shape everything we do; from delivering innovative technologysolutions and championing customer success, to striving for excellence throughcollaboration. With small-town roots and a national footprint, we take pride in making bigimpacts while staying grounded in integrity, partnership, and community.Position SummaryLoan 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 directlywith the Loan Vision project team, as well as multiple customer project teams to efficientlyimplement and onboard our customers to Loan Vision. Onboarding new customers to the LoanVision software involves several project tasks that need to be completed in collaboration withproject stakeholders. The Implementation Consultant will be assigned specific projects in whichhe/she will take ownership of the quality of implementing new customers on Loan Vision. Thecandidate is expected to currently have and or rapidly develop an extensive knowledge of theLoan Vision software and the mortgage banking <industry.Education> & Experience:• 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)Requirements• 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 utilizationResponsibilities• Project Leadership: Serve as the primary project lead for the successful implementation ofLoan Vision, ensuring high-quality deployment for both new customers and existing clientswith new projects.• Subject Matter Expertise: Develop and maintain deep expertise in both current andupcoming Loan Vision modules. Act as a consultant to clients, guiding them in the effectiveimplementation and optimization of Loan Vision software to meet their specific needs.• Comprehensive System Implementation: Provide expert-level consulting across all areasof the Loan Vision system, including but not limited to:• 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 LoanVision system, including but not limited to:• 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 ensureclients’ users effectively learn and execute their job functions within Loan Vision. Address anyissues 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)Industry• Computer Software• Management ConsultingEmployment Type• Full-timeGeographical Location & Travel required• Remote work• 10-20% travelDiversity, Equity, Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.

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