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# Implementation Consultant - Loan Vision

- **Company:** Banyan Software, Inc.
- **Location:** Atlanta, GA, United States (Remote available)
- **Experience:** Experienced
- **Contract:** Contract
- **Skills:** Microsoft Excel, Applicant Tracking Systems, Software Applications, Data Migration, Microsoft Dynamics, Microsoft Office, Microsoft PowerPoint, Product Software Implementation Methods, Systems Integration, Usage Tracking, Legacy Systems
- **Published:** August 2, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=246dd58cd5bfad3b

## About the Role

* 4-year undergraduate degree in accounting, or equivalent experience (required)
 * Experience in the mortgage banking industry (required)
 * Experience using Loan Vision software or Microsoft Dynamics software (required)
 * 3-5 years business experience (preferred)

Requirements

 * Exceptional organizational skills
 * Strong discipline and self-motivation
 * Proactive problem-solving mindset
 * Proficiency in PowerPoint, Excel, and Microsoft Office
 * Ability to thrive in a dynamic, fast-paced environment
 * Capable of managing multiple projects and requests simultaneously
 * Willingness to experiment and innovate with minimal guidance
 * Resilience and persistence in the face of challenges
 * Excellent prioritization and decision-making abilities
 * Strong interpersonal skills
 * Keen attention to detail, resourcefulness, and problem-solving capabilities
 * Outstanding written and verbal communication skills
 * Effective time management and prioritization skills
 * Willingness to travel and work remotely
 * Enthusiasm for leading software implementation projects
 * A good sense of humor and a positive attitude
 * Humility and a collaborative spirit
 * Passion for helping customers maximize system utilization

## Description

Loan Vision is hiring an implementation consultant who will report to the VP of Implementation.
As part of the Loan Vision deployment team, the Implementation Consultant will work directly
with the Loan Vision project team, as well as multiple customer project teams to efficiently
implement and onboard our customers to Loan Vision. Onboarding new customers to the Loan
Vision software involves several project tasks that need to be completed in collaboration with
project stakeholders. The Implementation Consultant will be assigned specific projects in which
he/she will take ownership of the quality of implementing new customers on Loan Vision. The
candidate is expected to currently have and or rapidly develop an extensive knowledge of the
Loan Vision software and the mortgage banking industry., * Project Leadership: Serve as the primary project lead for the successful implementation of

Loan Vision, ensuring high-quality deployment for both new customers and existing clients
with new projects.

 * Subject Matter Expertise: Develop and maintain deep expertise in both current and

upcoming Loan Vision modules. Act as a consultant to clients, guiding them in the effective
implementation and optimization of Loan Vision software to meet their specific needs.

 * Comprehensive System Implementation: Provide expert-level consulting across all areas

of the Loan Vision system, including but not limited to:

 * Chart of Accounts Setup
 * General Ledger (G/L) Data Migration from Legacy Systems
 * Integration of Loan Data from Loan Origination Software (LOS)
 * Configuration of Invoice and Journal Approval Workflows
 * System Integration with Other Platforms
 * Fixed Asset Management
 * ACH Processing and Positive Pay
 * Interim Servicing Solutions
 * Branch Portal Configuration
 * Commissions Setup and Management
 * Customer Training: Deliver thorough training to clients on various aspects of the Loan

Vision system, including but not limited to:

 * General and Recurring Journals
 * Cash Management, Accounts Payable (AP), Payments, Deposits, and Bank Reconciliation
 * Financial Reporting
 * Loan Data Imports and Loan-Level Reporting
 * Fixed Asset Management
 * Budgeting and Forecasting
 * Branch Portal Usage
 * Commissions Management
 * Post-Go-Live Support: Provide ongoing support following system deployment to ensure

clients' users effectively learn and execute their job functions within Loan Vision. Address any
issues or questions to facilitate a smooth transition and optimal software usage.

Benefits

 * Unlimited PTO (Subject to supervisor approval)
 * Standard Holidays
 * Competitive health benefits
 * 401k Program and match
 * Collaborative work atmosphere
 * Experience working in a high growth PE backed software company on the East Coast
 * Unlimited professional growth opportunities
 * Work from home
 * Eligibility for Annual Incentive Trip (CEO Circle)

Industry

 * Computer Software
 * Management Consulting

Employment Type

 * Full-time

Geographical Location & Travel required

 * Remote work
 * 10-20% travel

Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.

Please Note: Banyan Software does not accept unsolicited resumes or applications submitted via email, LinkedIn, or other direct channels. All candidates must apply through our official Careers site to be considered for employment. Applications submitted outside of our applicant tracking system will not be reviewed.
Recruitment Notice
Banyan Software may use artificial intelligence (AI) tools to assist in screening and/or assessing applicants during the recruitment process. All hiring decisions are made by our team. Personal information submitted through your application will be collected and used for recruitment purposes in accordance with applicable privacy laws. Contact us at any time with questions about our process or to request accommodation.

Beware of Recruitment Scams

We have been made aware of individuals fraudulently posing as members of our Talent Acquisition team and extending fake job offers. These scams may involve requests for personal information or payment for equipment.

Protect yourself by following these steps:

 * Verify that all communications from our recruiting team come from an @banyansoftware.com email address.
 * Remember, employers will never request payment or banking information during the hiring process.
 * If you receive a suspicious message, do not respond - instead, forward it to careers@banyansoftware.com and/or report it to the platform where you received it.


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