Senior Client Success Analyst

Job Summary

A company is looking for a Senior Client Success Analyst who will act as a trusted resource for clients navigating mortgage processes.

Key Responsibilities

• Serve as the primary point of contact for complex client inquiries and escalations
• Analyze loan registrations and provide support for AUS runs and loan structuring questions
• Deliver training on portal functionality and develop client education materials

Required Qualifications

• 3+ years of experience as a Loan Officer Assistant (LOA)
• Strong knowledge of loan processing, loan structuring, and AUS runs
• Experience supporting clients within mortgage platforms or LOS systems
• Strong analytical skills with the ability to translate data into actionable insights
• High proficiency with technology platforms, portals, and LOS systems