Customer Training & Advisory Specialist SR - Investor Reporting

Remote

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

SaaS, Mortgage Servicing, Financial TechnologyIndustries

Requirements

Candidates should possess a Bachelor's degree in Business, Computer Science, or a related field, or equivalent experience, with 4-6 years in a relevant role. Extensive experience in strategic customer training and advisory positions, proven process improvement skills, strong leadership and mentoring abilities, and in-depth knowledge of mortgage servicing and financial technology are required. Expertise in Tier 2 and Tier 3 support as a subject matter expert and experience conducting consultative Business Process Reviews are also necessary.

Responsibilities

The Senior Staff Customer Training and Advisory Specialist will provide strategic leadership for advanced customer training programs, develop and implement initiatives to enhance customer utilization and satisfaction, and act as a senior advisor guiding customers on optimal system use. They will drive process improvements, support customers in streamlining workflows, serve as a subject matter expert for Tier 2 and Tier 3 support, mentor junior staff, and collaborate with cross-functional teams to understand and drive customer requirements. Additionally, they will conduct Business Process Reviews in a consultative capacity, provide tailored solutions, and offer training and support to ensure a smooth customer experience and effective onboarding.

Skills

SaaS

Mortgage Servicing

Financial Technology

Customer Success

Investor Reporting

Reconciliation

Training Program Development

Process Improvement

Tier 2 Support

Tier 3 Support

Mentoring

Project Management

Business Process Review

Customer Onboarding

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

Benefits

Remote Work Options

Health Insurance

Unlimited Paid Time Off

Family Planning Benefits

Tuition Reimbursement

Paid Family Leave

401(k) Company Match

Pet Insurance

Professional Development Budget

Company Social Events

Risks

Emerging fintech startups may erode Sagent's market share.

Data privacy concerns could lead to regulatory scrutiny and affect client trust.

Economic downturns in the housing market may impact Sagent's revenue.

Differentiation

Sagent offers AI-embedded tools for document automation and predictive insights.

The company provides a mobile-first consumer experience for mortgage management.

Sagent's generative AI-based chat capabilities enhance customer service in mortgage servicing.

Upsides

Growing demand for AI-driven mortgage servicing solutions boosts Sagent's market potential.

Mobile-first solutions align with consumer demand for convenient mortgage management.

SaaS model provides Sagent with recurring revenue and scalable solutions.

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