Client Services Director

Client Services RepresentativeClient ServicesFull TimeRemoteTeam 501-1,000H1B SponsorCompany SiteLinkedIn

Location

Florida

Posted

23 days ago

Salary

$107K - $133.8K / year

Bachelor Degree10 yrs expEnglish

Job Description

• Serve as the primary liaison between clients and internal teams, managing all communications and requests. • Oversee client relationship management, including meetings, custom requests, and policy adherence. • Promote a collaborative partnership culture with clients. • Partner with Sales to identify opportunities and implement cross-sell initiatives. • Manage client change requests, program/product updates, and coordinate SOW development with Sales and Legal. • Track and report compliance with service level agreements and client-specific requirements. • Review and approve invoices to ensure accuracy of charges and credits. • Communicate loan production guideline updates to operations and ensure proper implementation. • Support implementation and launch activities as part of the Subject Matter Expert (SME) team. • Assist with testing (SIT, UAT, ORT) and contribute to go-live decisions. • Maintain strict confidentiality and facilitate InfoSec requests. • Coordinate IT-related conversations and perform QC on financial system data.

Job Requirements

  • Bachelor’s degree in relevant field or equivalent combination or education and experience.
  • 10+ years of Mortgage experience required.
  • Previous relationship management experience preferred.
  • Prior secondary mortgage due diligence experience preferred.
  • Experience with eCLAS & Focus is preferred.

Benefits

  • medical
  • dental
  • vision
  • 401(k)!

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