Client Success Analyst

Job Summary

To enhance client relationships and ensure accurate loan registrations, the full-time remote Client Success Analyst will provide expert support on loan structuring, assist clients with portal navigation, and deliver high-touch client experiences throughout the lending lifecycle.

Key Responsibilities

• Analyze loan registrations and support clients with new submissions and process-related inquiries
• Serve as the primary contact for complex client questions regarding loan structuring and AUS findings
• Deliver training sessions on products, processes, and portal functionality to improve client knowledge

Required Qualifications

• 3+ years of experience in a mortgage operations role such as Loan Officer Assistant or Mortgage Processor
• Strong knowledge of mortgage loan processing and loan registration workflows
• Experience managing complex client relationships in a fast-paced environment
• Proficiency with CRM platforms and mortgage systems
• Exceptional analytical and problem-solving skills with a proactive mindset