Client Services Specialist

Solidifi Title & Closing LLC
5h

About The Position

The Client Services Specialist is responsible for supporting and contributing to the management and strategic direction of our client-driven business. Expectations include ensuring customer needs are met or exceeded through excellent service, proactive communication, operational delivery, and leadership. Specialists communicate directly with external partners and clients, while also collaborating with management on opportunities to grow client business.

Requirements

  • High School Diploma
  • Some experience/knowledge of the mortgage banking, real estate, or appraisal management industry a plus
  • Incredible attention to detail and sound decision-making skills
  • Customer service, leadership, sales, and communication abilities
  • Excellent written and oral communication skills
  • Competency in basic computer skills and applications
  • Ability to work independently as well as in a fast-paced team environment

Responsibilities

  • Daily interaction with company clients (banks and mortgage companies) and external business partners
  • Ensure client service levels are achieved with timely execution of daily tasks
  • Work with internal partners and management to identify potential issues and provide resolution
  • Proactively monitor day-to-day valuation orders via email, phone, and/or through our internal management platforms to ensure milestones are achieved during the valuation lifecycle
  • Deliver consistent and thorough client communication and messaging
  • Assist with client deployments, including client training, documentation, and facilitate new user/lender set-up
  • Support the development and growth of client relationships through strategic execution with individual lenders
  • Exemplify leadership and proactivity to ensure escalation and resolution in a timely manner
  • Other duties and projects as assigned
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