Client Relationship Manager
RoundPoint Mortgage Servicing•Fort Mill, SC
•Onsite
About The Position
The Client Relationship Manager will report to the VP, Client Management & Client Billing and will work hand-in-hand with the line of business leaders to develop a best-in-class program to manage and further develop RoundPoint’s relationships with RoundPoint’s Sub -Servicing Clients.
Requirements
- Bachelor’s degree in a business or related field, or equivalent experience
- Experience working in the mortgage servicing industry
- 3-5 years of sales, vendor/client management or business development experience preferably within a financial services environment
- Knowledge and experience working with MSP
- Willing to work in a fast-paced environment
- Good organizational and problem-solving skills with ability to handle multiple tasks
- Excellent analytical, interpersonal, written and oral communication skills
- Demonstrated record of success with client cultivation
- Ability to develop impactful relationships with external partners and key stakeholders
- Strong “big picture” understanding of servicing operations, internal controls and accounting
- Customer service, team and goal oriented with a positive attitude toward work and others
- Ability to deal with change (flexible / adaptable) and provide positive outlook
Responsibilities
- Serve as the key point of contact for an assigned group of sub-servicing clients
- Oversee and maintain all aspects of the client relationship
- Organize & host regular client check-in meetings and onsite visits
- Create and maintain client servicing playbooks
- Manage, track and respond to client inquiries
- Coordinate and manage client special requests & projects
- Review and circulate performance reporting
- Assist in organization and preparation of client deliverables
- Communicate any trends and / or problems with clientele to the VP of Client Management & Client Billing
- Other duties as necessary or assigned by management
- Incumbent will be responsible for meeting RoundPoint’s commitment to compliance
- Meet RoundPoint’s commitment to compliance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
