Client Relations Account Executive

Job Summary

Managing client relationships, the full-time Client Relations Account Executive III will oversee all aspects of client and agency satisfaction, serve as the main point of contact for inquiries, and provide monthly business reviews in a remote environment.

Key responsibilities

• Interact and maintain relationships with clients and agencies, ensuring satisfaction and timely issue resolution
• Conduct proactive conference calls and meetings with clients/agencies to address concerns and follow up on resolutions
• Train new staff members on client and agency processes and maintain knowledge of industry policies and tools

Required qualifications

• 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, including agency and insurer experience
• Proficiency in Microsoft Suite applications, particularly Excel and PowerPoint