• Act as a trusted expert for clients navigating loan registration and AUS processes • Strengthen client engagement and long-term partnership success • Provide advanced operational support and solutions for complex mortgage scenarios • Mentor junior team members and share best practices • Contribute to improving client success tools, training, and processes • Serve as the primary point of contact for complex client inquiries and escalations • Provide expert guidance on mortgage loan structuring and loan registration processes • Proactively engage key clients to understand evolving needs and potential challenges • Identify opportunities to improve client satisfaction, engagement, and retention • Analyze loan registrations and provide support for new submissions within the eLEND portal • Assist clients with Automated Underwriting System (AUS) runs and loan structuring questions • Troubleshoot registration issues and guide clients through platform workflows • Deliver live and on-demand training on portal functionality, loan processes, and products • Develop training materials, client guides, and digital resources • Analyze client usage data and feedback to identify trends and improvement opportunities • Partner with Sales, Operations, Product, and Underwriting teams to resolve complex client issues • Mentor junior Client Success Analysts on complex cases and best practices • Help refine client success workflows and operational processes