MetaSource

Client Services Representative

• Develops relationships with customers and customer’s support teams.
• Conducts initial review of incoming contracts and act as liaison for Client Services with Legal on contract questions, needs, and counter signatures.
• Conducts demonstrations of mortgage technologies for customers.
• Conducts initial customer or project implementation including setup, onboarding, and training as needed.
• Provides client services activities including client monitoring, facilitating calibration calls, tracking, and reporting.
• Maintains performance at or above service level agreements (SLA) regarding customer service support requests within a CRM environment.
• Responds appropriately to client requests including deescalation of client issues in a professional manner.
• Supports selections for customers as required.
• Supports client invoicing process as appropriate.

Mortgage Client Services Analyst

Accounting Manager

• Supports the process of initiating and revising quotes, purchase orders, and invoices for maintenance renewals.
• Provides regular updates to customers, vendors, and resellers on relevant information and proactively manage contract renewal timelines.
• Implements annual price increases per contractual terms.
• Processes reconciliations from vendors bills to validate the data billable to our customers.
• Maintains data integrity records in accounting system.
• Researches any discrepancies with quotes or billing information received.
• Troubleshoots as necessary to resolve discrepancies.
• Conducts collections activities and maintains communication with maintenance renewal customers to ensure timely payments.
• Assists with streamlining and automating processes while improving internal controls.
• Assists in other accounting department duties.

Mortgage Client Services Analyst

Accounting and Billing Specialist