Job Description

BeSmartee® disrupts the financial services industry with its award-winning, web-based mortgage lending software for lending institutions. Utilizing more than 165 direct vendor integrations, big data, artificial intelligence and process automation, BeSmartee’s Mortgage POS, TPO Platform and Home Equity POS offer high-touch, end-to-end production experiences that shorten lending cycles and reduce costs, taking today’s originators and borrowers deeper into the mortgage process, faster.

WHAT YOU'LL DO:

• Manage relationship with clients and internal teams through email, video, and phone conferencing to problem solve, explain products and implementation schedules.
• Through gaining a detailed understanding of the BeSmartee Mortgage Product, you will be able to quickly analyze client's issues, provide solutions where possible and escalate to the development team. Day to day tasks involve investigation and resolving client issues, upgrades and any projects specific to assigned accounts.
• Train the client's account specialists on how to use out product
• Travel 15% with clients to ensure services are functioning well and advise them of opportunities for additional services and product solutions.
• Document technical requirements, schedules and client interactions.
• Responsible for identifying potential areas of concern for clients before they arise and make recommendations based on recognizing a client’s current and future needs.
• Test, conduct quality assurance and validate for technical feasibility and product launch.
• Respond to technical concerns and problems, ensuring smooth new feature implementation and launch.
• Opportunity to work out of Huntington Beach Office HQ or remotely.

​WHO YOU ARE:

• Must have working knowledge of the mortgage industry
• Ability to manage multiple clients simultaneously
• Ability to work collaboratively with multiple team members across departments (sales, marketing, QA, developers, etc.)
• Superb attention to detail, good judgement, and listening skills
• Ability to handle confidential material
• Ability to build rapport with clients
• Deadline and detail-oriented
• Ability to communicate effectively both orally and in writing

Company Description

BeSmartee, Inc. is a Fintech company that automates mortgage originations through its industry-leading software platform to banks and lenders. We are one of the fastest growing and top providers in the mortgage space led by successful industry veterans.