Finastra
Join to apply for the
Strategic Engagement Lead Mortgagebot
role at
Finastra 4 days ago Be among the first 25 applicants Join to apply for the
Strategic Engagement Lead Mortgagebot
role at
Finastra Get AI-powered advice on this job and more exclusive features. Who are we?
At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good. Who are we?
At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good.
What will you contribute?
Reporting to the
Senior Manager, Strategic Engagement
the
Lead
is responsible for executing against the client experience road map and for the ongoing management and retention of our client portfolios. This role builds strategic relationships with key client personnel and develops a thorough knowledge of the industry, our clients, and their key initiatives to identify and deliver on growth opportunities, potential cost savings and client service enhancements.
Strategically focused and responsible for client satisfaction, the
Lead
is the advocate for the client both internally and externally, identifying and prioritizing key client service issues and acting when required as primary point of contact for client escalations. This role is accountable for working with business partners in a matrix environment to exceed our clients’ expectations in managing issues through to successful resolution.
Responsibilities & Deliverables
Your deliverables as a Strategic Engagement Lead will include, but are not limited to, the following:
Functional Knowledge
Regarded as the expert in their field of US Financial and Mortgage Lending Requires in-depth and/or breadth of expertise in own job discipline and broad knowledge of related areas of expertise.
Client Management
Develop and manage key operational relationships with Clients. Support Client support and/or functionality activities, manage day-to-day client interactions while identifying and prioritizing key client service issues.
Service Delivery
Manages a client interaction model that will facilitate a best-in-class client experience liaising between client and Peer groups (Product Mgmt., Technology, Shared Services, and Operations).
Leadership
Leads programs with notable risk and complexity; develops the strategy for program execution. Provides authoritative advice in area of specialty – helps structure management decision making in areas of important business impact.
Problem Solving
Solves unique and complex problems with broad impact on the business; requires conceptual and innovative thinking to develop solutions. Structures key –business segment, product and functional decisions through analysis, innovation, and expertise
Interpersonal Skills
Communicates complex ideas, anticipates potential objections, and persuades others, often at senior levels, to adopt a different point of view. Negotiates with and influences key stakeholders internally and externally within their area of expertise. Champions Finastra externally; often represents or speaks on behalf of company.
Required Experience
University or college degree and/or equivalent experience in the US Financial and Mortgage/Lending Industry. Finastra MortgageBot and/or LaserPro Experience 5 years of progressive experience in a client relationship capacity Project management experience to support the successful execution of the client experience road map and delivery of projects that will support our clients’ business.
Benefits
We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we uphold:
Flexibility: 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. Well-being: 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* ESG: Benefit from paid time off for volunteering and donation matching. DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra). Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool. Recognition: 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. Specific benefits may vary by location.
At Finastra, each individual is unique, bringing their own ideas, thoughts, cultural beliefs, backgrounds, and experiences together. We learn from one another, embrace and celebrate our differences, and create an environment where everyone feels safe to be themselves.
Be unique, be exceptional, and help us make a difference at Finastra!
Applicants for this position need to be located in the following cities or their immediate surrounding areas: Austin/Lake Mary (Orlando). Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in New York City or California Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Consulting, Information Technology, and Sales Referrals increase your chances of interviewing at Finastra by 2x Sign in to set job alerts for “Engagement Lead” roles.
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Strategic Engagement Lead Mortgagebot
role at
Finastra 4 days ago Be among the first 25 applicants Join to apply for the
Strategic Engagement Lead Mortgagebot
role at
Finastra Get AI-powered advice on this job and more exclusive features. Who are we?
At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good. Who are we?
At Finastra, we are a dynamic global provider of open finance software solutions, dedicated to expanding access to financial services. Our innovative applications span Lending, Payments, Treasury and Capital Markets, and Universal Banking. Proudly serving over 8,000 customers, including 45 of the world's top 50 banks, we aim to boost financial inclusion for all. Join us and be part of a vibrant company that embraces diverse perspectives, and is committed to doing well by doing good.
What will you contribute?
Reporting to the
Senior Manager, Strategic Engagement
the
Lead
is responsible for executing against the client experience road map and for the ongoing management and retention of our client portfolios. This role builds strategic relationships with key client personnel and develops a thorough knowledge of the industry, our clients, and their key initiatives to identify and deliver on growth opportunities, potential cost savings and client service enhancements.
Strategically focused and responsible for client satisfaction, the
Lead
is the advocate for the client both internally and externally, identifying and prioritizing key client service issues and acting when required as primary point of contact for client escalations. This role is accountable for working with business partners in a matrix environment to exceed our clients’ expectations in managing issues through to successful resolution.
Responsibilities & Deliverables
Your deliverables as a Strategic Engagement Lead will include, but are not limited to, the following:
Functional Knowledge
Regarded as the expert in their field of US Financial and Mortgage Lending Requires in-depth and/or breadth of expertise in own job discipline and broad knowledge of related areas of expertise.
Client Management
Develop and manage key operational relationships with Clients. Support Client support and/or functionality activities, manage day-to-day client interactions while identifying and prioritizing key client service issues.
Service Delivery
Manages a client interaction model that will facilitate a best-in-class client experience liaising between client and Peer groups (Product Mgmt., Technology, Shared Services, and Operations).
Leadership
Leads programs with notable risk and complexity; develops the strategy for program execution. Provides authoritative advice in area of specialty – helps structure management decision making in areas of important business impact.
Problem Solving
Solves unique and complex problems with broad impact on the business; requires conceptual and innovative thinking to develop solutions. Structures key –business segment, product and functional decisions through analysis, innovation, and expertise
Interpersonal Skills
Communicates complex ideas, anticipates potential objections, and persuades others, often at senior levels, to adopt a different point of view. Negotiates with and influences key stakeholders internally and externally within their area of expertise. Champions Finastra externally; often represents or speaks on behalf of company.
Required Experience
University or college degree and/or equivalent experience in the US Financial and Mortgage/Lending Industry. Finastra MortgageBot and/or LaserPro Experience 5 years of progressive experience in a client relationship capacity Project management experience to support the successful execution of the client experience road map and delivery of projects that will support our clients’ business.
Benefits
We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we uphold:
Flexibility: 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. Well-being: 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* ESG: Benefit from paid time off for volunteering and donation matching. DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra). Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool. Recognition: 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. Specific benefits may vary by location.
At Finastra, each individual is unique, bringing their own ideas, thoughts, cultural beliefs, backgrounds, and experiences together. We learn from one another, embrace and celebrate our differences, and create an environment where everyone feels safe to be themselves.
Be unique, be exceptional, and help us make a difference at Finastra!
Applicants for this position need to be located in the following cities or their immediate surrounding areas: Austin/Lake Mary (Orlando). Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in New York City or California Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Consulting, Information Technology, and Sales Referrals increase your chances of interviewing at Finastra by 2x Sign in to set job alerts for “Engagement Lead” roles.
Manager of Corporate Partnerships & Engagement
Atlanta, GA $150,000.00-$190,000.00 2 weeks ago Atlanta, GA $155,000.00-$281,000.00 5 hours ago Atlanta, GA $120,900.00-$175,400.00 2 weeks ago Manager, Fan Council and Supporter Groups
Senior Manager, Customer Success (Mid-Market, Premium Experiences)
Change Management & Training Lead, Project Phoenix
Senior Talent Management and Enablement Manager
Director, National Special Events, Galas & Gatherings
Sr. SOCIAL MEDIA MANAGER (REMOTE- PART TIME)
Atlanta, GA $137,000.00-$200,000.00 1 week ago Manager of Advancement Events & Engagement
Atlanta, GA $193,000.00-$219,000.00 6 days ago Marietta, GA $45,000.00-$50,000.00 1 month ago Atlanta, GA $161,000.00-$359,000.00 2 weeks ago Associate State Director- Outreach & Community Engagement
Atlanta, GA $94,500.00-$105,000.00 1 week ago Atlanta, GA $95,000.00-$140,000.00 6 days ago Atlanta, GA $160,000.00-$220,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr