Project Consultant, Advisory

Fiserv   •  

Alpharetta, GA

Industry: Financial Services


5 - 7 years

Posted 354 days ago

Essential Responsibilities and Duties:

  • Facilitate customer scoping calls and on site engagements including managing critical path objectives to ensure all engagements are professionally delivered to customers.
  • Accurately document customer requirements based on reviews of customer documentation and employee interviews.
  • Identifies strengths and weaknesses of proposed customer table modifications and or software application changes.
  • Review and edit requirements, specifications, business processes and recommendations related to proposed solution.
  • Configure and validate LOS Administration tables and Web tools to support customer implementations and if table configuration is completed by another resource validate solution meets customer requirements
  • Efficiently identify and document the business objectives, requirements and issues of customers assigned and address and or communicate to appropriate parties
  • Under minimal leadership, uncover opportunities for process improvement, applying best practices and challenging business operations when appropriate for customers.
  • Communicate process recommendations professionally and with influence.
  • Identify and document PCLender system configuration and workflow best practices and supporting business process documentation for efficient repeatable consulting engagements.
  • Provide input to the PCLender team/management offering ideas for consulting engagements and system enhancements as a part of an ongoing effort to deliver a stellar product and services.
  • Create Business Requirements Documentation (BRD) and Product Requirements Documentation (PRD) to support a custom development request or system enhancement.
  • Review, update and assist with the prioritization of Professional Services cases documented in the company tool
  • Develop functional specifications and system design specifications to either expand/enhance a product or address a customer’s issue or need.
  • Identify and document testing requirements to ensure recommended design enhancements function properly and have no negative impacts to other LOS functionality.

Work Process Expectations:

  • Develops relationships with customer personnel that foster strong customer ties.
  • Communicates effectively with customers to identify needs and evaluate alternative business solutions
  • Clearly documents requirements, changes and adheres to the PCL change management process
  • Continually seeks opportunities to increase customer satisfaction and deepen customer relationships.
  • Manages customer expectations effectively within the scope of the contract, project plan and change management process
  • Configures LOS Administration tables and Web tools based on best practices and customer engagement
  • Conduct and communicates effective progress evaluations in a timely manner.
  • Consistently delivers high-quality services to internal and external customers
  • Delivers informative, well-organized presentations to customers and internal teams
  • Exhibits confidence and an extensive knowledge of emerging industry practices when solving business problems.
  • Mentors those with less experience through informal channels.
  • Trains and collaborates with other PCLender team members.

Required Skills and Qualifications:

  • Minimum 5 years’ mortgage lending/loan origination/lending technologyexperience
  • Experience implementing enterprise software solutions for the mortgage industry
  • Strong organization and time management skills and a keen eye for documenting details
  • Excellent communications skills both written and verbal
  • Excellent customer service skills
  • Must be able to travel within the United States up to 25% of the time based on client needs

Additional Skills & Abilities:

  • Must learn quickly and obtain in-depth knowledge of all aspects of PCLender LOS tools including interfaces and upcoming release contents.
  • Possess the ability to articulate best practices of mortgage lending and mortgage lending technologies. Self-Management: Ability to manage and prioritize own workload effectively meeting delivery timelines as committed to the customer.

Preferred Skills and Qualifications:

  • 4 YearBachelor’s degree
  • Minimum of 3 years’ experience implementations of software solutions in the mortgage lending space.
  • Experience with PCLender LOS

Job ID R-10083896