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First American logo
First American

First American is on a mission to deliver a variety of real estate-focused services and solutions. As an employer, First American has been recognized for its excellent workplace en

Client Solutions Manager – Mortgage Servicing Retention

Location

South Carolina

Posted

102 days ago

Salary

$77.3K - $103K / year

Seniority

Lead

Bachelor Degree7 yrs expEnglish

Job Description

Client Solutions Manager – Mortgage Servicing Retention

First American

• Serve as the Single Point of Contact for assigned mortgage servicing clients for all retention-related initiatives. • Partner with clients to understand portfolio objectives, borrower engagement strategies, and retention goals. • Identify opportunities to implement revenue-generating programs across digital platforms, borrower portals, servicing systems, statements, IVR platforms, and related channels. • Provide consultative guidance on available products, enhancements, integrations, and communication options. • Clarify and document client requirements to ensure alignment on scope, objectives, deliverables, and timelines. • Develop and execute Statements of Work outlining deliverables, pricing, timelines, dependencies, and revenue expectations. • Coordinate contract updates, change requests, and program modifications. • Partner with Finance to establish accurate billing processes and ensure proper revenue recognition. • Monitor program utilization and ensure billing aligns with contracted services. • Lead cross-functional coordination across Marketing, IT, Operations, Compliance, Product, and Finance teams. • Define project scope and objectives to support retention initiatives. • Develop schedules to ensure timely completion of deliverables. • Facilitate status meetings and provide consistent updates to internal stakeholders and clients. • Track, document, and escalate service level concerns as appropriate. • Establish and monitor performance metrics associated with retention initiatives. • Maintain accurate reporting on implementation status, revenue impact, adoption, and performance trends.

Job Requirements

  • 7+ years of experience in mortgage servicing, client management, retention programs, commercial operations, or related fields.
  • Experience managing client-facing initiatives involving scope definition, billing coordination, and performance reporting.
  • Strong understanding of mortgage servicing operations and borrower lifecycle.
  • Knowledge of servicing systems, borrower communications platforms, and system integrations.
  • Demonstrated experience managing cross-functional projects with revenue accountability.
  • Strong project management skills and ability to manage multiple concurrent initiatives.
  • Strong analytical skills with experience creating and tracking performance metrics.
  • Organized with exceptional attention to detail.
  • Ability to effectively communicate with clients, cross-functional teams, and senior leadership.
  • Strong written and verbal communication skills.
  • Proficient in Microsoft Excel and reporting tools.
  • Demonstrated ability to operate as a self-starter with strong organizational discipline.

Benefits

  • medical
  • dental
  • vision
  • 401k
  • PTO/paid sick leave
  • employee stock purchase plan

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