Wholesale Mortgage Account Manager
Summit Funding, Inc.
Relationship Manager II
TIAA
full-time
Posted on:
Location: California, Massachusetts, Missouri • 🇺🇸 United States
Visit company websiteSalary
💰 $126,000 - $176,000 per year
Job Level
Mid-LevelSenior
About the role
- Develops plans to increase client engagement, provide early warning of possible client dissatisfaction, and marshal resources necessary to solve client problems
- Creates and presents high quality client educational content via whitepapers, newsletter articles, and in-person and virtual event session
- Collaborates extensively and provides leadership to internal functional team members providing service to assigned client relationships
- Guides internal team of client facing and functional personnel to capably serve assigned book of clients including quick and effective problem resolution
- Ensures the delivery of high quality charitable gift plan consulting services to clients
Requirements
- 5+ years of experience in relationship management or related field; 7+ years preferred
- University (Degree) Preferred
- Strong client service and communication skills
- Experience collaborating with cross-functional teams and managing client expectations
