Mortgage Client Services Analyst
MetaSource
full-time
Posted on:
Location Type: Remote
Location: Arizona • Florida • United States
Visit company websiteExplore more
About the role
- 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.
Requirements
- High school diploma or GED; previous Mortgage customer/client support experience.
- Familiarity with financial and mortgage related documents.
- Ability to effectively work with customers and clients in a variety of circumstances.
- Flexibility to manage different tasks and projects throughout the workday.
- Ability to read and interpret documents such as company policies; ability to write reports and client correspondence.
- Excellent communication skills, including ability to de-escalate conflicts as needed, internally and externally.
- Proficiency in Microsoft Office, with advanced knowledge of Excel and Word.
Benefits
- Employment is contingent upon completing and passing a background check and drug test.
- MetaSource is an equal opportunity employer.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer supportcontract reviewproject implementationclient monitoringreportingde-escalationinvoicingdocument interpretationwriting reportsmortgage technology demonstrations
Soft Skills
relationship buildingflexibilitycommunicationproblem-solvingcustomer servicetrainingliaisonprofessionalismcalibration facilitationtask management
Certifications
high school diplomaGED