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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
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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