Senior Account Executive

First American

Client Solutions Manager at ServiceMac, focusing on client relationship management and mortgage service solutions. Responsible for documentation, performance tracking, and compliance with client needs in a remote role.

Posted 5/29/2026full-timeRemote • Florida, Iowa, North Carolina, South Carolina • 🇺🇸 United StatesSenior💰 $97,700 - $130,300 per yearWebsite

About the role

Key responsibilities & impact

Partner with Client to understand their business model and determine which products and services meet the Client’s needs
Identifies problems, defines process requirements, researches alternatives
Establish and document process and workflow for internal teams; coordinate with team members to determine and validate pricing; track and maintain Client specific pricing for products and services
Ongoing client relationship awareness and continual communications to confirm all SLA’s are being met and to offer additional products and services to meet client needs
Set performance metrics
Monitor reporting, track trends, make recommendations to ensure that performance metrics are achieved
This may include monitoring pipeline reports to ensure that turn times are met and monitoring A/R associated with expense and revenue
Maintain accurate reporting associated with change management projects to facilitate volume increase or decrease
Track, document and escalate service level concerns; makes recommendations and drives process improvement
Facilitate process, procedure, and priority additions or changes
May be point of contact for Client and Client’s Executive issues revolving around the system or other issues to see through to resolution
Assist with the creation of SOWs, contracts, billing service and client assessments
Partner with Sales to prioritize their needs in order to deliver the highest level of customer services to Client’s after onboarding
Consider implications of work flow and processes
Understand client expectations from the start of the relationship
Establish and document process and workflow for support staff and Operations
Manage process and coordinate with sales team priorities of application, expansion, cancellation and agent maintenance ensuring state and regulatory compliance requirements
Track and maintain agent specific requests
Identify trends and make process changes
Support and monitor onboarding and decommission process
Ongoing client relationship awareness and continual communications
Monitor compliance and regulatory issues with the Compliance and legal
Verify client compliance
Track, document and escalate service level concerns

Requirements

What you’ll need

Bachelor’s degree in a related field or equivalent combination of education and experience
8+ years of experience in the Mortgage Industry with focus on servicing, default and servicing transfers
Strong analytical skills
Proven customer service and relationship management skills
Experience working with cross functional team/groups; able to build relationships
Organized, attention to detail
Project management skills in order to manage and coordinate a wide variety of objectives; multi-tasker
Strong Excel skills
Experience managing large sets of data, creating and tracking metrics, analyzing multiple factors
Must have a firm grasp of ServiceMac’s model as a subservicer and the products and services offered
General knowledge of nationwide search guidelines with familiarity of back office production services for all business segments nationwide
Strong problem-solving skills
Technology role: knowledge of platform integration MSP and Valon a plus
Sales Support role: knowledge of state regulation and compliance requirements
Servicing Role: Deep understanding of performing and non-performing loans

Benefits

Comp & perks

comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave
employee stock purchase plan

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

project managementdata analysisExcelprocess improvementworkflow documentationmetrics trackingcompliance monitoringservice level agreementsclient assessmentspipeline reporting

Soft Skills

analytical skillscustomer servicerelationship managementorganizational skillsattention to detailproblem-solving skillscommunication skillscross-functional collaborationmulti-taskingclient relationship management