Client Analyst II

Dovenmuehle Mortgage, Inc.Lake Zurich, IL
$20 - $21Hybrid

About The Position

The Client Analyst II role involves reviewing, analyzing, and responding to all client and homeowner correspondence, web inquiries, client tasks, and calls. This position reports to a Supervisor and is a full-time, non-exempt role requiring 40 hours per week with overtime as needed. The company, Dovenmuehle Mortgage, Inc., is a leading mortgage subservicing firm.

Requirements

  • High School diploma or equivalent.
  • 3+ years’ Mortgage Banking or related industry experience, particularly in a customer service or research capacity.
  • Proficient skills in typing, spelling, grammar, sentence structure, and proofreading.
  • Solid PC skills: Proficient with Microsoft applications and loan servicing platforms.
  • Strong analytical and problem-solving skills and attention to detail/accuracy.
  • Ability to handle complex, multiple tasks simultaneously in a fast-paced, high-volume environment.
  • Effective verbal and written communication skills with demonstrated ability to always interact in a positive and professional manner with all levels of both internal and external audiences, including the ability to explain complex issues and resolutions clearly and concisely.
  • Outstanding customer service skills, including conflict resolution management.

Nice To Haves

  • College degree or mortgage industry experience equivalent.
  • Knowledge of mortgage servicing laws and regulations.

Responsibilities

  • Analyze, research, and resolve complex client/customer issues received from account managers or through written correspondence, emails, website inquiries, telephone calls, and tasks.
  • Provide timely and accurate responses to clients/customers in compliance with regulatory guidelines.
  • Research, open items, and resolve high-priority issues by navigating and escalating them through appropriate departments and response teams.
  • Document the servicing system using the tasking application and following organizational guidelines for system documentation.
  • Provide written confirmation and documentation of completed research and outcomes, and respond to borrower complaint correspondence per regulatory guidelines.
  • Monitor governmental agency websites for borrower complaints to analyze, research, and resolve issues.
  • Train new team members.
  • Actively participate in identifying process improvement opportunities within the department.
  • Proactively alert management when established KPI minimums are not being met.
  • Comply with the Code of Conduct and successfully complete annual regulatory training requirements.
  • Perform additional duties as assigned.

Benefits

  • Medical, Dental, Vision, Wellness, Flexible Spending Account, and Employee Assistance Program and more.
  • Employer paid Life Insurance, Short Term Disability, and Long-Term Disability.
  • 401 (K) Plan with company match
  • Paid Vacation, Sick, Personal and Holidays
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