Client Relationship Specialist
Core
Develop client expansion roadmaps, manage onboarding, and resolve escalated technical/service issues to grow business relationships for mortgage and real estate clients.
Role type
Client Relationship Manager (Account Management)
Builds
Client expansion roadmaps, onboarding plans, and relationship management strategies
Domain
Mortgage services and real estate
Deliverable
client delivery
Required skills
client account management, operations management (processing/underwriting/closing), vendor management, performance metrics reporting, root cause analysis, pipeline management
Preferred skills
mortgage origination operations knowledge, LOS (Loan Origination System) experience
Responsibilities
Create client expansion roadmaps and product gap lists, onboard customers, serve as escalation point for client issues, manage vendor work allocation and SLAs, create weekly performance reporting templates
Seniority
Individual Contributor
