Implementation Consultant - Loan Vision

About this role

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 Us Loan Vision is a PE-backed (Banyan Software/Pacific Lake) high-growth tech firm delivering loan-level accounting software purpose-built for the mortgage banking industry. Since launching at the MBA Technology Solutions Conference and Expo in 2013, Loan Vision has helped 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 believe every 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 on providing the right implementation approach and ongoing support to ensure customers maximize 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 of the 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 a mission to provide premier financial solutions and insights for the mortgage banking industry, and guided by a vision to empower our customers to operate more effectively and profitably. Our values shape everything we do; from delivering innovative technology solutions and championing customer success, to striving for excellence through collaboration. With small-town roots and a national footprint, we take pride in making big impacts while staying grounded in integrity, partnership, and community.

Position Summary Loan 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 directly with the Loan Vision project team, as well as multiple customer project teams to efficiently implement and onboard our customers to Loan Vision. Onboarding new customers to the Loan Vision software involves several project tasks that need to be completed in collaboration with project stakeholders. The Implementation Consultant will be assigned specific projects in which he/she will take ownership of the quality of implementing new customers on Loan Vision. The candidate is expected to currently have and or rapidly develop an extensive knowledge of the Loan 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 utilization

Responsibilities • Project Leadership: Serve as the primary project lead for the successful implementation of Loan Vision, ensuring high-quality deployment for both new customers and existing clients with new projects. • Subject Matter Expertise: Develop and maintain deep expertise in both current and upcoming Loan Vision modules. Act as a consultant to clients, guiding them in the effective implementation and optimization of Loan Vision software to meet their specific needs. • Comprehensive System Implementation: Provide expert-level consulting across all areas of 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 Loan Vision 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 Mana

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