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Making homeownership simpler, faster - and most importantly, more accessible. NMLS #330511 | better.com/terms

Client Success Manager

Customer Success ManagerCustomer SuccessFull TimeRemoteSeniorTeam 1,001-5,000Since 2016H1B SponsorCompany SiteLinkedIn

Location

India

Posted

136 days ago

Salary

0

Seniority

Senior

High SchoolEnglish

Job Description

Client Success Manager

Better

• For newly onboarded MAs, input all required data into the master spreadsheet and notify leadership when CSM assignment is needed. • For terminated MAs, update termination dates, remove access from dashboards, and ensure records are fully reconciled. • Identify all brokered loans and confirm correct investor setup in TM. • Gather first payment letters and distribute them to the appropriate CSMs and loan teams. • Prepare, validate, and send transfer letters with accurate loan and servicer information. • Monitor CSM email inboxes for recurring servicing inquiries (e.g., payment setup issues). • Respond on behalf of the CSM using previously sent documentation, reducing duplicate client outreach and improving response times. • Escalate only non-standard or unresolved servicing issues to the appropriate CSM. • Send client-facing and internal emails on behalf of CSMs, ensuring accuracy, consistency, and timeliness. • Manage and distribute launch call emails for each team, including servicer-specific loan numbers. • Operate directly within CSM email accounts so CSMs can remain client-facing and focused on live calls. • Send client text messages on behalf of CSMs using the Spoke phone system. • Ensure correct Mortgage Advisor alignment, time-zone awareness, approved messaging templates, and brand-compliant formatting. • Support ongoing process improvements and system enhancements, including transition of manual tasks as Gallus functionality is expanded. • Identify repetitive inquiries or inefficiencies and flag opportunities for automation or documentation improvements.

Job Requirements

  • Strong attention to detail, organizational and communication skills.
  • Strong analytical, judgement and managerial skills
  • Excellent verbal and written communication
  • Demonstrated ability to adapt to a rapidly changing federal and state regulatory environment.
  • Ability to prioritize and meet deadlines.
  • Strong interpersonal and teamwork skills and ability to influence through collaboration.
  • Self-motivated, with a high level of personal energy and commitment.
  • Minimum requirement includes a high school diploma or equivalent; additional coursework in finance or a related field is advantageous.

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