Crebrid

Customer Success Manager

• Support servicing activities across the loan lifecycle, including post-closing, ongoing servicing, and payoff
• Review and validate payoff figures to ensure compliance with loan documents and internal servicing standards
• Conduct outbound calls to borrowers, lenders, insurance providers, and third parties regarding payoffs, insurance requirements, account status, and servicing inquiries
• Serve as a knowledgeable point of contact for servicing-related questions, ensuring a professional and solutions-oriented borrow experience
• Monitor insurance coverage on serviced loans to ensure compliance with loan terms
• Review lender-placed insurance rates, policies, and billing for accuracy
• Coordinate with insurance vendors and borrowers to resolve coverage gaps and policy discrepancies
• Track LPI costs and collaborate with Accounting to ensure proper posting and reconciliation
• Identify trends, risks, and opportunities within the servicing portfolio and prepare servicing reports related to payoffs, insurance, delinquency indicators, and servicing exceptions
• Partner closely with the Accounting team to reconcile loan balances, payoff transactions, and borrower payments
• Assist in process improvement initiatives to enhance servicing efficiency, accuracy, and borrower satisfaction

Client Success Analyst