Client Implementation & Discovery Coordinator

LoanCare • ,

3d • $22 - $38 • Remote

About The Position

The Client Implementation & Discovery Coordinator supports the successful onboarding and implementation of new clients by coordinating project activities, facilitating discovery efforts, and maintaining detailed project documentation. This role works closely with cross-functional teams to track progress, support stakeholder communication, and ensure requirements and deliverables are clearly defined. The Coordinator plays a key role in monitoring timelines, following up on tasks, and assisting with implementation and closeout activities, while developing a strong understanding of operational processes within the mortgage subservicing environment.

Requirements

• High School Diploma or equivalent required.
• 3+ years mortgage servicing or banking experience.
• 3+ years of project management experience, with working knowledge of project management methodologies, software development practices, and standard tools (e.g., Microsoft Office, SharePoint, time-tracking systems).
• Strong verbal and written communication skills.
• Ability to convey the project task and operational need as a priority.
• Experience leading and motivating large, complex, and cross-organizational teams.
• Ability to manage and direct multiple projects concurrently.
• Able to work independently with minimal supervision.

Nice To Haves

• Experience facilitating collaboration across large, cross-functional teams within complex project environments.

Responsibilities

• Coordinate end-to-end project execution to ensure timely delivery of milestones and outcomes.
• Lead the client discovery phase, including requirements gathering, stakeholder alignment, and solution design prior to implementation.
• Develop, maintain, and monitor detailed project plans, timelines, and key milestones.
• Facilitate collaboration across cross-functional teams and key stakeholders to drive project alignment.
• Track project status, including documenting updates, risks, and issues, and escalating as appropriate.
• Conduct meetings, status updates, and executive presentations.
• Ensure requirements and deliverables are clearly defined and documented.
• Support operational implementation, follow-ups, and project closeout activities.
• Develop working knowledge of operational processes, including exposure to mortgage subservicing practices.
• Follow up with operational teams on assigned tasks and deliverables to support project progress.
• All other duties as assigned.

Benefits

• Optional medical, dental, vision, life, and disability insurance
• Paid holidays, vacation, and sick leave
• Fidelity National Financial matching 401(k) and employee stock purchase plans
• Access to mental health resources, including free Calm memberships, and initiatives that promote physical and emotional well-being
• Programs that celebrate achievements and milestones
• Discounts on gym memberships, pet insurance, and employee purchasing programs
• Tuition reimbursement program that supports your continued education and professional growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED