Covius

Account Manager

• Serve as the primary contact for all matters specific to the assigned portfolio of clients.
• Acquire and develop a deep understanding of the NTC mortgage services product suite and product process flows to enable proficient communication.
• Coordinate daily services and activities to meet and exceed client expectations.
• Develop and maintain meaningful relationships at multiple levels within assigned accounts by assessing needs, delivering solutions, and maintaining a keen understanding of the client’s business and service requirements.
• Work closely with the establishment and production teams to keep them apprised of upcoming needs and to ensure that our solutions and services continually meet the needs of our clients.
• Participate in on-site and virtual client audits as necessary.
• Drive client satisfaction by proactively managing accounts over the phone and occasionally in person, securing successful client retention and growth as well as maintaining client satisfaction to ensure satisfactory scorecards.
• Assist in developing presentations to demonstrate and reinforce the company’s value proposition.
• Identify and create opportunities for additional growth of the account by leveraging the company’s products and services.
• Customarily and regularly exercises the use of independent discretion and judgment regarding matters of significance.
• Evaluate and compare possible courses of action and make recommendations based on various possibilities.
• Advise management as applicable on matters related to account management and client services.
• Travel up to 5%.

Account Manager I