Client Relations Account Executive III
Location
United States
Posted
2 days ago
Salary
$58.7K - $98.6K / year
Seniority
Senior
Job Description
Client Relations Account Executive III
LoanCare
• Responsible for interacting, managing and maintaining all aspects of the Client and/or Investor and Insurer (combined, known as “Agencies”) relationship • Responsible for all aspects of Client/Agency satisfaction by ensuring comparisons are done month-to month, escalated issues are brought to attention of manager, suggested solutions are provided, meeting follow up is documented, etc. • Serve as a main point of contact for all Client/Agency inquiries, questions and concerns • Understand each Client’s/Agency’s business and is able to speak about all aspects of servicing and understands the industry and best practices • Responsible for all training and implementation for new staff members within Client’s/Agency’s shop • Utilizes all resources internally and externally (i.e., agency guides, HUD, etc.) to keep abreast with industry news and changes affecting Client/Agency • Provides a monthly business review for Client/Agency on trends, SLA’s, etc. • Researches, resolves, and reports Client/Agency problems and inquiries and ensures timely responses back to the Client • Ensures timely updates provided to Client/Agency or representative through final problem resolution or completion of Client/Agency deliverable • Evaluate and assess reports for trending and tracking client concerns/inquiries, and response time to Clients/Agencies • Coordinates and conducts proactive Client/Agency conference calls and meetings – for all functional areas with proposed agenda to ensure preparedness for meeting and follow up/final resolution • Makes recommendations to change process, procedures and management controls based on results of problem research and the final solution to Client/Agency raised issues and concerns • Maintain a thorough knowledge of policies and tools to effectively answer the majority of Client/Agency inquiries without assistance • Assist other team members as needed due to volume spikes • All other duties as assigned.
Job Requirements
- High School Diploma or equivalent required
- 5+ years of experience in mortgage servicing or mortgage banking
- 5+ years of customer service experience
- Strong knowledge of the mortgage industry; agency and insurer experience required
- Strong knowledge of GSE, HUD, VA and GNMA guides
- Strong knowledge of Default and industry experience preferred
- Strong knowledge of LPS/MSP Systems
- Strong knowledge of Microsoft Suite applications and systems (i.e., Excel and PowerPoint)
- Strong negotiation and mediation skills, to structure a negotiation that serves the best interests of LoanCare
- Strong relationship or vendor/client management and communication skills
- Strong analytical, problem solving, research, interpretive and decision-making skills
- Detail oriented with the ability to successfully manage multiple priorities and meet deadlines
- Ability to work in fast paced environment
- Ability to travel to Client/Agency and/or LoanCare site locations
- Ability to communicate and work with all levels of management and senior executives
- Ability to meet client, department and investor standards with regard to job knowledge, quality, efficiency, initiative, teamwork, customer service, productivity and overall performance.
Benefits
- Health & Welfare Coverage: Optional medical, dental, vision, life, and disability insurance
- Time Off: Paid holidays, vacation, and sick leave
- Retirement & Investment: Fidelity National Financial matching 401(k) and employee stock purchase plans
- Wellness Programs: Access to mental health resources, including free Calm memberships, and initiatives that promote physical and emotional well-being
- Employee Recognition: Programs that celebrate achievements and milestones
- Lifestyle & Learning Perks: Enjoy discounts on gym memberships, pet insurance, and employee purchasing programs, plus access to a tuition reimbursement program that supports your continued education and professional growth.
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