Client Services Relationship Manager
Siepe
full-time
Posted on:
Location Type: Hybrid
Location: Houston • Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Serve as the key liaison between Siepe and our clients, ensuring accuracy, transparency, and trust in all aspects of collateral and credit management.
- Oversee complex financial transactions.
- Guide a high-performing client service team.
- Deliver timely, data-driven reporting that meets both client and regulatory standards.
- Balance analytical precision with exceptional client communication.
Requirements
- 5+ years in structured finance, collateral administration, loan servicing, or a related financial operations role.
- Deep understanding of credit documents, deal structures, and financial reporting processes.
- Proficiency with financial modeling, Excel, and reporting platforms; experience with system-based workflows and data integrity controls.
- Strong attention to detail and ability to interpret complex financial agreements and translate them into actionable workflows.
- Proven success in managing client relationships, resolving issues, and driving satisfaction through proactive communication.
- Ability to coach, develop, and motivate team members while ensuring operational excellence.
- Excellent interpersonal and communication skills; able to work cross-functionally with internal teams and external stakeholders.
- Thrives in a fast-paced environment with shifting priorities and evolving client needs.
- Must have current and ongoing authorization to work in the country of employment without the need for visa sponsorship, now or in the future.
Benefits
- Competitive Compensation Packages, including Annual Performance-Based Bonuses
- 401(k) Retirement Plan with company match to support your long-term financial goals
- Comprehensive Health, Dental, Vision, and Life Insurance
- Flexible plans tailored to support individuals and families
- Annual investment in your Learning & Development goals
- On-the-job exposure to innovative technologies and financial strategies
- Generous Paid Time Off (PTO)
- Flexibility to recharge and maintain work-life balance
- Daily meal delivery allowance when working from the office
- Monthly Celebrations and Quarterly Offsite Events
- Annual Holiday Party to celebrate milestones and build team connection
- A vibrant, inclusive office culture that blends fun with purpose
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
structured financecollateral administrationloan servicingfinancial modelingExcelreporting platformsdata integrity controlsfinancial reporting processescredit documentsdeal structures
Soft skills
client communicationattention to detailproblem resolutionteam coachingteam developmentoperational excellenceinterpersonal skillscross-functional collaborationadaptabilityproactive communication