Account Associate
TEKsystems•Minneapolis, MN
•$22 - $22•Hybrid
About The Position
Serve as the main point of contact for external mortgage clients and internal business partners. Support a Relationship Manager and manage assigned client relationships.
Requirements
- 2+ years of experience in financial services or professional customer service experience
- 6+ months of experience working within Microsoft Office INCLUDING Excel (vlookups/pivot tables)
Nice To Haves
- Associate or Bachelor degree completed
Responsibilities
- Communicate daily with clients via phone and email; explain reports and resolve inquiries.
- Handle account setup, maintenance, and oversight per policies and regulations.
- Generate and review reports in Excel (including VLOOKUPs and pivot tables) to summarize file status for clients.
- Ensure mortgage and collateral files meet client criteria before storage (3 days to 30 years).
- Research and assist Relationship Manager with day-to-day client issues.
- Create certifications, trust receipts, and handle sensitive correspondence.
- Work with internal departments and external vendors as needed.
- Assist with larger projects managed by others.
Benefits
- Medical
- dental
- vision
- Critical Illness
- Accident
- Hospital
- 401(k) Retirement Plan
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- PTO, Vacation or Sick Leave
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What This Job Offers
Career Level
Mid Level
Education Level
Associate degree
