Client Account Manager (Residential Tax)

CoreLogic • Dallas, TX

258d • $53,200 - $62,400

About The Position

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities that better serve the property industry. As a Client Account Manager (Residential Tax), you will be the cornerstone of our client relationships, supporting and managing the overall relationship for our tax and flood clients. You will act as a liaison between the client and Cotality departments, fostering positive relationships, trust, and respect. Your role will be pivotal in ensuring our clients receive the best possible service and support.

Requirements

• High school diploma required; a 2-year or 4-year degree is preferred.
• A minimum of 2 years of experience in the Mortgage Industry or comparable experience.
• Strong independent problem-solving skills, a sense of urgency, and the ability to escalate concerns appropriately.
• Willingness to travel up to 15% to client offices.

Responsibilities

• Serve as the single point of contact for assigned clients, handling escalated issues and day-to-day client administration.
• Perform all necessary steps to set up new clients on Cotality systems, ensuring a smooth transition.
• Conduct client training during onboarding and throughout the relationship.
• Understand clients' internal operations to provide tailored services that align with their processes.
• Establish a regular meeting schedule with each client (quarterly, monthly, etc.).
• Participate in all client meetings and vendor management audits, and maintain detailed notes in our tracking tool.
• Partner with the Onboarding team, accounting, sales, and product teams on various initiatives.
• Actively participate in client demos and serve as a subject matter expert for tax business and technical projects.
• Support all staff augmentation functions and act as a liaison, regularly meeting with staff augmentation leadership and clients.
• Integrate the Voice of the Customer (VOC) into Cotality's culture by participating in internal projects and brainstorming sessions.
• Collaborate with peers, other departments, and clients to improve processes and share best practices.
• Demonstrate expertise in Cotality's tax service organization.
• Understand your clients' needs and expectations, and assist them with strategic ideas and opportunities that Cotality can provide.

Benefits

• Competitive salary and benefits package.
• Professional development opportunities through internal Learning & Development portal.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services
• Education Level: High school or GED