[Remote] Customer Training & Advisory Specialist SR - Investor Reporting at Sagent

Remote

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

SaaS, Mortgage Servicing, Financial TechnologyIndustries

Skills

Key technologies and capabilities for this role

SaaSMortgage ServicingFinancial TechnologyCustomer SuccessInvestor ReportingReconciliationTraining Program DevelopmentProcess ImprovementTier 2 SupportTier 3 SupportMentoringProject ManagementBusiness Process ReviewCustomer Onboarding

Questions & Answers

Common questions about this position

What benefits are offered at Sagent?

As a Sagent Associate, you will be eligible to participate in comprehensive benefit programs beginning on Day #1.

Is this position remote?

This information is not specified in the job description.

What salary can I expect for this role?

This information is not specified in the job description.

What skills and experience are required for this position?

Candidates need a Bachelor’s degree in Business, Computer Science, or relevant discipline with 4-6 years of experience (or equivalent), extensive experience in strategic customer training and advisory roles, in-depth knowledge of mortgage servicing and financial technology, proven ability to drive process improvements, strong leadership and mentoring capabilities, and expertise in Tier 2/Tier 3 support and Business Process Reviews.

What makes a strong candidate for this role?

A strong candidate has deep mortgage servicing experience, particularly in Investor Reporting and Reconciliation, along with proven expertise in strategic training, process improvements, leadership, and serving as a Tier 2/Tier 3 subject matter expert.

Sagent

Modernizes mortgage loan servicing with software

About Sagent

Sagent modernizes mortgage loan servicing for banks and lenders by providing software solutions that enhance efficiency and user experience. Their products include AI-embedded tools for automating documents, offering real-time predictive insights, and generative AI-based chat features. These tools enable financial institutions to manage millions of consumer loans effectively while ensuring compliance and operational efficiency. Sagent primarily serves banks and mortgage lenders, operating on a software-as-a-service (SaaS) model that generates revenue through subscriptions and service contracts. Their platforms focus on a mobile-first consumer experience, allowing homeowners to manage their mortgages easily, resolve issues quickly, and access expert advice, which boosts customer satisfaction and helps financial institutions lower costs and improve servicing values.

Upper Merion Township, PennsylvaniaHeadquarters

2018Year Founded

$17MTotal Funding

M_AND_ACompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees