POSITION SUMMARY
The Document Solutions Coordinator (DSC) III works with new clients to integrate their documents into the ML Consumer/Opening platform. The DSC will meet regularly with clients to evaluate client workflow and document needs to provide suggestions and reinforce client training. You will employ strong analytical skills and demonstrate a personable demeanor when working with clients to evaluate the requirements and scope of their requests.
RESPONSIBILITIES
• Program system data to client documents using proprietary scripting language.
• Troubleshoot client document-related issues.
• Project manage multiple clients simultaneously as it relates to their document related support issues.
• Migrate client requested changes from their test environment to their production environment.
• Record task details consistently and accurately to internal case tracking systems.
• Update clients on the status of their support tickets until they are resolved.
• Meet performance metrics of the role.
• Serve as secondary point of contact for deployment-related issues
• Assist clients with the deployment of technical service offerings
• Provide reinforcement training to clients during onboarding process
• Handle advanced projects, which require advanced knowledge of loan processing and deposit origination processes
• Assist clients on the functionality of the system based on advanced understanding of deposit account opening and loan origination processes.
• Advise clients on potential document-related workflow based on their specific business needs
• Assist lead with development of client training programs/documentation
• Assist lead with off-hours deployment migrations
• Overtime may be required to ensure project deadlines are met
• Assist with additional projects, as assigned.
QUALIFICATIONS
• Strong communication and interpersonal skills
• Strong knowledge of deposit and loan origination process, with emphasis on documents used
• Ability to juggle multiple assignments with shifting priorities
• Ability to complete assignments with attention to detail and a high degree of accuracy
• Ability to exercise sound judgment and make good decisions
• Demonstrated ability to troubleshoot technical issues
PREFERRED
• BA/BS at a 4-year college required or 3 year relevant experience
• 3+ year experience as Doc Integration Specialist or Doc Solutions Coordinator or relevant experience
• Prior customer service
• Prior programming or scripting experience
Salary range of $48,500 - $68,400. [It is not typical for offers to be made at or near the top of the range.] The actual salary will be determined based on experience and other job-related factors permitted by law.
MeridianLink has a wonderful culture where people value the work they do and appreciate each other for their contributions. We develop our employees so they can grow professionally by preferring to promote from within. We have an open door policy with direct access to executives; we want to hear your ideas and what you think. Our company believes that to be productive in the long term, we must have a genuine work-life balance. We understand that employees have families and full lives outside of the office. To that end, we honor their personal commitments.
MeridianLink is an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, color, sex, age, national origin, disability or any other characteristic protected by applicable law.
MeridianLink runs a comprehensive background check, credit check and drug test as part of our offer process.
Meridianlink offers:
Bonus opportunity
Stock options or other equity-based awards
Insurance coverage (medical, dental, vision, life, and disability)
Flexible paid time off
Paid holidays
401(k) plan with company match
Remote and/or hybrid work available depending on position
All compensation and benefits are subject to the terms and conditions of the underlying plans or programs, as applicable and as may be amended, terminated or superseded from time to time.
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