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Client Relations Account Executive I
LoanCareClient Relations Account Executive managing client requests and business rules for mortgage servicing. Collaborating with teams to ensure optimal client support and resolve inquiries efficiently.
About the role
Key responsibilities & impact- Maintain a pipeline of client requests
- Develop and understand each client’s business rules, type of business, and goals
- Research, resolve, and report client problems and inquiries; ensure prompt responses by partnering with internal/external business partners to meet client’s needs
- Work closely with Client Relations Account Executive II and III to ensure proper level of support to portfolios is provided
- Provide process gaps or portfolio trends to management for tracking and resolution
- Ensure all inquiries are documented, process gaps are identified, and escalated issues are presented to the manager with suggestions, ideas, and solutions
- Maintain a thorough knowledge of policies and tools to effectively answer most client inquiries without assistance
- Assist other team members during volume spikes as needed
- All other duties as assigned
Requirements
What you’ll need- High School Diploma or equivalent required
- 1+ year of experience in mortgage servicing or mortgage banking preferred
- 1+ year of customer service experience preferred
- Knowledge of LPS/MSP Systems preferred
- Knowledge of Microsoft Office applications and systems (e.g., Excel, PowerPoint)
- Strong negotiation and mediation skills
- Strong relationship or vendor/client management and communication skills
- Strong analytical, problem-solving, research, interpretive, and decision-making skills
- Detail-oriented with the ability to successfully manage multiple priorities and meet deadlines
- Ability to work in a fast-paced environment
- Ability to meet client, department, and investor standards in knowledge, quality, efficiency, initiative, teamwork, customer service, productivity, and overall performance.
Benefits
Comp & perks- Health & Welfare Coverage: Optional medical, dental, vision, life, and disability insurance
- Time Off: Paid holidays, vacation, and sick leave
- Retirement & Investment: Fidelity National Financial matching 401(k) and employee stock purchase plans
- Wellness Programs: Access to mental health resources, including free Calm memberships, and initiatives that promote physical and emotional well-being
- Employee Recognition: Programs that celebrate achievements and milestones
- Lifestyle & Learning Perks: Enjoy discounts on gym memberships, pet insurance, and employee purchasing programs, plus access to a tuition reimbursement program that supports your continued education and professional growth.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
mortgage servicingmortgage bankingLPS/MSP SystemsMicrosoft OfficeExcelPowerPoint
Soft Skills
negotiationmediationrelationship managementclient managementcommunicationanalytical skillsproblem-solvingresearch skillsdecision-makingdetail-oriented
Certifications
High School Diploma