Client Relationship Analyst

CarringtonCrisp

Client Relationship Analyst supporting Carrington Mortgage Services’ mortgage loan servicing operations. Analyzing portfolios, managing investor requirements, and improving counterparty service delivery.

Posted 8/5/2026full-time🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in relationship management and client services within mortgage servicing, with strong analytical skills and proficiency in Excel for data analysis. Capable of coordinating project communications and maintaining compliance with industry standards while ensuring high-quality service delivery.

Highest-signal resume keywords

Relationship ManagementMortgage Servicing ExperienceIntermediate Excel SkillsProject Management SkillsExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisLoan Portfolio AnalysisContractual ComplianceQuality ControlProcess ImprovementRequirements DocumentationProblem SolvingBasic Arithmetic AbilityVBA ProficiencyForecasting

Soft Skills

Customer-Facing SkillsCollaborationIndependenceDecision MakingOrganizational Skills

Tools & Technologies

MS OfficePowerPointExcelMortgageServFiserv

Certifications & Qualifications

Microsoft Certification

Industry Keywords

Mortgage ServicingClient ServicesOperational SystemsInvestor PresentationsComplianceChange ManagementPerformance MetricsConfidentialityDiligenceService Delivery

Tech Stack

Tools & technologies

VBA

About the role

Key responsibilities & impact

Learn all aspects of the business process, key performance drivers, and operational report metrics
Gain expert knowledge of operational systems and their utilization
Gather and document client/investor servicing requirements
Participate in initial diligence, analyzing loan portfolio data, delinquency rates, and portfolio metrics
Ensure required documents, approvals, and instructions are in place for relationship servicing
Consult with internal and external clients regarding industry or organizational changes affecting service delivery
Coordinate quality control between investors and internal business units
Perform loan data analysis, validate results, and communicate findings to clients, investors, or internal business units
Analyze investor and prospective business plans and service requirements for contractual compliance
Maintain accurate and up-to-date account documentation
Participate in project communications, training materials, and business procedures/documentation
Coordinate with internal departments on client/investor instructions and process changes
Assist with change management and process improvement
Analyze portfolio performance and recommend service delivery improvements
Evaluate process recommendations and determine corrective actions
Propose solutions for potential reputational exposure or service issues
Maintain compliance with CMS policies and procedures
Escalate risk concerns and maintain data integrity and confidentiality
Independently manage assigned counterparty relationships
Participate in investor presentations with Senior Management
Perform other duties as assigned

Requirements

What you’ll need

High school diploma or equivalent work experience; Bachelor’s degree preferred
Experience in relationship management or client services within mortgage servicing or a related industry preferred
Intermediate analytical and Excel experience
Project management skills preferred
Mortgage servicing experience preferred
Microsoft certification preferred
Excellent verbal and written communication skills
Excellent internal/external customer-facing skills
Knowledge of various loan servicing operations preferred
Ability to interact with senior executive management and non-managerial staff internally and externally
Ability to support loan servicing transfers and contractual counterparty requirements
Ability to maintain high-speed internet access while working remotely and work in a designated office as needed
Proficiency in MS Office, especially PowerPoint and Excel, including functions, conditional statements, and VBA
Ability to work independently with minimal supervision and collaborate as part of a team
Familiarity with MortgageServ/Fiserv or a comparable system preferred
Ability to work in a project environment and understand the project management lifecycle
Ability to formulate complex requirements documents, authoritative reports, and formal presentations
Ability to adhere to strict confidentiality requirements
Ability to understand complex problems and explore alternative solutions
Ability to make decisions with significant impact on the immediate work unit and monitor broader impact
Ability to organize, forecast, and prioritize work schedules over the long term
Basic arithmetic ability and accuracy in recording, balancing, and checking results
Ability to communicate orally accurately, audibly, and quickly
Ability to work independently under limited supervision
Occasional travel may be required

Benefits

Comp & perks

Comprehensive healthcare plans for you and your family
Discretionary 401(k) match of 50% of the first 4% of pay contributed
Fitness, restaurant, retail, and other employee discounts
Customized training programs
Employee referral bonuses
Educational Reimbursement
Carrington Charitable Foundation community support