What are the responsibilities and job description for the CLIENT ADVOCATE position at Integra Loan Tech?
Job Description
We are looking for a reliable LOS (Loan Origination Software) Client Advocate. This is a customer service position that will be in direct contact with our clients’ administrators and executives to determine their satisfaction level with our product and service. The Client Advocate will also be responsible with managing client expectations and providing information our clients might find beneficial to their business.
This position will also work closely with sales, support and quality assurance within Integra Software Systems. The person at this position will also put together and lead regular client video meetings to highlight new release items. Creating and managing an annual users’ group conference will be a future role for this position. If you are very customer service oriented, have great communication skills and enjoy working with customers, we would love to have you as part of our team!
CHARACTERISTICS – The purpose of the Client Advocate is to develop & maintain a strong relationship of mutual respect while providing value to the client:
Founded, built, and supported 100% in the USA, Integra Software Systems has been changing the landscape of lending technology since 1996. Starting with a philosophy of 'Best-in-Class Technology' backed with exceptional service, Integra has been a staple in the FinTech Industry for 29 years.
Integra recently expanded to provide mortgage, consumer, and commercial loan technology for our financial institution customers in a single platform. EPIC is ideal for any lender seeking a 100% completely browser-based environment.
Lending Technology is our sole focus partnering with banks, credit unions, and mortgage companies. Our Best-in-Class Service and Innovative Technology defines our culture and is something our team takes pride in.
Integra’s LOS software offers a wide range of features that help to streamline the lending process like never before. The Integra team has worked to create a product that covers Mortgage, Consumer, and Commercial lending all in one. Having a brilliant, easy-to-use, and easy-to-implement product is not our only company value. We have worked to create close & communicative relationships with each of our clients through our Client Advocate Program. Integra truly views each of our clients as part of our community and we are excited to welcome you today!
Founded, built, and supported 100% in the USA, Integra Software Systems has been changing the landscape of lending technology since 1996. Starting with a philosophy of 'Best-in-Class Technology' backed with exceptional service, Integra has been a staple in the FinTech Industry for 29 years. Integra recently expanded to provide mortgage, consumer, and commercial loan technology for our financial institution customers in a single platform. EPIC is ideal for any lender seeking a 100% completely browser-based environment. Lending Technology is our sole focus partnering with banks, credit unions, and mortgage companies. Our Best-in-Class Service and Innovative Technology defines our culture and is something our team takes pride in. Integra’s LOS software offers a wide range of features that help to streamline the lending process like never before. The Integra team has worked to create a product that covers Mortgage, Consumer, and Commercial lending all in one. Having a brilliant, easy-to-use, and easy-to-implement product is not our only company value. We have worked to create close & communicative relationships with each of our clients through our Client Advocate Program. Integra truly views each of our clients as part of our community and we are excited to welcome you today!
- Candidates for this position will be required to work IN the FRANKLIN, TN office a MINIMUM of 3 days per week AFTER a 90-day IN-OFFICE PROBATIONARY PERIOD. Wednesdays are mandatory in-office days. ***
We are looking for a reliable LOS (Loan Origination Software) Client Advocate. This is a customer service position that will be in direct contact with our clients’ administrators and executives to determine their satisfaction level with our product and service. The Client Advocate will also be responsible with managing client expectations and providing information our clients might find beneficial to their business.
This position will also work closely with sales, support and quality assurance within Integra Software Systems. The person at this position will also put together and lead regular client video meetings to highlight new release items. Creating and managing an annual users’ group conference will be a future role for this position. If you are very customer service oriented, have great communication skills and enjoy working with customers, we would love to have you as part of our team!
CHARACTERISTICS – The purpose of the Client Advocate is to develop & maintain a strong relationship of mutual respect while providing value to the client:
- Strong listening skills
- Strong communications skills
- Strong organizational skills
- Be able to non-defensively solicit both negative and positive feedback from client
- Follow through on commitments made.
- Communicate often (i.e. email recaps/takeaways/status/update)
- Ability to forge trust relationships and enhance customer dedication
- Lending experience, particularly Portfolio Lending an advantage
- Knowledge of banking computer software and MS Office
- Experience in creating detailed business analysis; outlining problems, opportunities and solutions for a business
- BS degree in computer science, business administration, finance, economics, or a related field
Founded, built, and supported 100% in the USA, Integra Software Systems has been changing the landscape of lending technology since 1996. Starting with a philosophy of 'Best-in-Class Technology' backed with exceptional service, Integra has been a staple in the FinTech Industry for 29 years.
Integra recently expanded to provide mortgage, consumer, and commercial loan technology for our financial institution customers in a single platform. EPIC is ideal for any lender seeking a 100% completely browser-based environment.
Lending Technology is our sole focus partnering with banks, credit unions, and mortgage companies. Our Best-in-Class Service and Innovative Technology defines our culture and is something our team takes pride in.
Integra’s LOS software offers a wide range of features that help to streamline the lending process like never before. The Integra team has worked to create a product that covers Mortgage, Consumer, and Commercial lending all in one. Having a brilliant, easy-to-use, and easy-to-implement product is not our only company value. We have worked to create close & communicative relationships with each of our clients through our Client Advocate Program. Integra truly views each of our clients as part of our community and we are excited to welcome you today!
Founded, built, and supported 100% in the USA, Integra Software Systems has been changing the landscape of lending technology since 1996. Starting with a philosophy of 'Best-in-Class Technology' backed with exceptional service, Integra has been a staple in the FinTech Industry for 29 years. Integra recently expanded to provide mortgage, consumer, and commercial loan technology for our financial institution customers in a single platform. EPIC is ideal for any lender seeking a 100% completely browser-based environment. Lending Technology is our sole focus partnering with banks, credit unions, and mortgage companies. Our Best-in-Class Service and Innovative Technology defines our culture and is something our team takes pride in. Integra’s LOS software offers a wide range of features that help to streamline the lending process like never before. The Integra team has worked to create a product that covers Mortgage, Consumer, and Commercial lending all in one. Having a brilliant, easy-to-use, and easy-to-implement product is not our only company value. We have worked to create close & communicative relationships with each of our clients through our Client Advocate Program. Integra truly views each of our clients as part of our community and we are excited to welcome you today!