Client Performance Administrative Assistant
About The Position
Diaz Anselmo & Associates, P.A. is seeking an energetic, proactive Client Performance Administrative Assistant for its Plantation team. The role supports client relationships, tracks operational performance metrics, and maintains compliance standards across active portfolios. The assistant serves as a primary contact for nationwide institutional accounts, manages client communications and portals, monitors scorecards and deadlines, reviews file progression against regulatory and client milestones, and supports audits and compliance reviews. The position also assembles case histories and performance analytics for executive leadership and collaborates with attorneys, paralegals, and default operations teams to meet court and investor deadlines.
Requirements
- At least 2 years of hands-on experience in default services, bankruptcy law, real estate litigation, or mortgage servicing.
- Working familiarity with GSE guidelines, including Fannie Mae, Freddie Mac, and FHA default timelines.
- Advanced proficiency in Microsoft Office Suite.
- Practical experience with legal management platforms such as Perfect Practice, ICE, Tempo, ADR, or DRA.
- Exceptional verbal and written communication skills for delivering detailed case updates to corporate stakeholders.
- Strong organizational and detail-management skills, with a demonstrated ability to manage competing priorities.
- Ability to work independently with minimal supervision and contribute to cross-functional success across legal departments.
Nice To Haves
- Direct experience tracking, managing, or auditing client performance metrics.
- Working knowledge of judicial and non-judicial foreclosure processes.
- Professional experience in audit defense or regulatory compliance within financial services.
Responsibilities
- Serve as the primary point of contact for nationwide institutional accounts, managing day-to-day communications by phone, email, and client portals.
- Evaluate performance scorecards, oversee reporting deadlines, and drive internal workflows to eliminate processing bottlenecks.
- Audit file progression against regulatory and client milestones to prevent stagnation.
- Provide administrative support for internal quality audits, external client assessments, and statutory compliance reviews.
- Assemble case histories and quantitative performance analytics for executive leadership.
- Collaborate with attorneys, paralegals, and default operations teams to ensure legal filings meet court and investor deadlines.
- Track, interpret, and execute procedural updates, system notifications, and industry-wide directives.
Benefits
- Highly competitive salary scaled to background.
- Comprehensive medical, dental, and vision insurance packages.
- 401(k) plan with employer match.
- Generous paid time off.
- Paid holidays.
- Continuous professional development.
- Clear pathways for internal advancement.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
