Client Services Director
Client Services RepresentativeClient ServicesFull TimeRemoteTeam 501-1,000H1B SponsorCompany SiteLinkedIn
Location
Florida
Posted
22 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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