Technical Client Support Advisor (Mortgage Software)

Finastra

Guadalajara, Mexico

#10411

Position summary

not limited to, the following:

  • Work assigned cases through the full case management life cycle.

  • Respond to customer requests, whether they are reported issues, questions, or assistance requests, helping them to be able to utilize the product properly as per their needs

  • Understand the reported issue (especially from a technical perspective) and be able to replicate the respective scenario in the Finastra environments

  • Perform technical investigation with root cause analysis of the issue reported, providing adequate solutions where feasible and/or detailed analysis to the stakeholder teams

  • Update clients on the progress towards issue resolution, including tracking issues sent to other departments and ensuring a timely resolution, focusing on the client's satisfaction and product quality

  • Participate in client (phone) meetings, WebEx sessions, in order to ensure proper communication with the customers and/or to speed up the investigation of the issue reported

  • Validate defects thoroughly by ensuring that the described scenarios are fixed

  • Build and provide simple scripts with the assistance of senior colleagues when necessary

  • Write technical specifications and best practices documentation

  • Raise/ escalate issues with the Team Leader and/ or Manager where/ when needed

  • Contribute to a positive atmosphere of teamwork through collaborative behavior and open communications.

  • Other duties as assigned by your manager

Required Experience:

  • 3-5 years Mortgage and/or Banking knowledge preferred

  • Previous system administrator and/or processing, underwriting, closing experience preferred

  • Excellent written and verbal communication

  • Customer focus, Analytical abilities, attention to detail, stability, responsible

  • Ability to work independently as well as part of a customer facing team

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