Key skills
GoSales
About this role
Role Overview
- Serve as the primary liaison between clients and internal teams, managing all communications and requests.
- Oversee client relationship management, including meetings, custom requests, and policy adherence.
- Promote a collaborative partnership culture with clients.
- Partner with Sales to identify opportunities and implement cross-sell initiatives.
- Manage client change requests, program/product updates, and coordinate SOW development with Sales and Legal.
- Track and report compliance with service level agreements and client-specific requirements.
- Review and approve invoices to ensure accuracy of charges and credits.
- Communicate loan production guideline updates to operations and ensure proper implementation.
- Support implementation and launch activities as part of the Subject Matter Expert (SME) team.
- Assist with testing (SIT, UAT, ORT) and contribute to go-live decisions.
- Maintain strict confidentiality and facilitate InfoSec requests.
- Coordinate IT-related conversations and perform QC on financial system data.
Requirements
- Bachelor’s degree in relevant field or equivalent combination or education and experience.
- 10+ years of Mortgage experience required.
- Previous relationship management experience preferred.
- Prior secondary mortgage due diligence experience preferred.
- Experience with eCLAS & Focus is preferred.
Benefits
- medical
- dental
- vision
- 401(k)!