Conduct engaging and effective training sessions for clients on Lending Services products, covering: System configuration and administrative setup and End-user workflows and functionality.
Collaborate closely with clients to understand their business needs and tailor training accordingly.
Provide consultative support to help clients optimize product usage and integrate solutions into their existing processes.
Develop and maintain training materials, user guides, and documentation.
Assist in onboarding new clients and support change management initiatives.
Serve as a subject matter expert on Lending Services products and stay current on product updates and industry trends.
Gather client feedback and relay insights to internal teams for continuous product and service improvement.
Requirements
Proven experience in training, consulting, or implementation within financial services or lending environments.
Strong understanding of lending operations, workflows, and compliance requirements.
Excellent communication and presentation skills, with the ability to translate technical concepts into practical applications.
Ability to build rapport and trust with clients and internal stakeholders.
Experience with software configuration and user support.
Proficiency in Microsoft Office Suite; familiarity with CRM or LMS platforms is a plus.
Willingness to travel as needed for client engagements.
Benefits
Enjoy unlimited vacation, based on your location and business priorities.
Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.
Access confidential one-on-one therapy through our Employee Assistance Program, unlimited personalized coaching via our coaching app, and access to our Gather Groups for emotional and mental support.
Medical, life & disability insurance, retirement plan, lifestyle and other benefits*
Benefit from paid time off for volunteering and donation matching.
Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).
Access online learning and accredited courses through our Skills & Career Navigator tool.
Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best.
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