Client Services Senior Specialist

Job Summary

Supporting trade management and collateral services, the full-time remote Client Services Senior Specialist will ensure timely and accurate trade reporting, communicate with internal teams on client-related tasks, and resolve loan-level issues as they arise.

Key responsibilities

• Create and deliver accurate trade reports to clients according to their schedules
• Communicate with internal teams regarding high-priority client tasks and resolve loan-level issues
• Perform quality control on reports and manage rush requests from clients and internal departments

Required qualifications

• Bachelor's degree in a related field or equivalent experience
• 3 or more years of experience in reviewing and assessing mortgage collateral documents
• Prior experience in Client Services Support preferred
• Proficient in Excel with intermediate to advanced skills
• Ability to work under pressure and manage multiple tasks effectively