Client Relations Specialist - ServiceMac
Core
Establish and maintain relationships with Specialty Markets clients in the mortgage industry, providing tier-1 to tier-2 customer service, training, and technical support.
Role type
Client Relations Specialist
Builds
Client solutions, training materials, and process improvements for mortgage servicing clients
Domain
Mortgage servicing, real estate technology, customer success
Deliverable
client delivery
Required skills
client relationship management, customer training, technical troubleshooting, process improvement, cross-functional coordination, reporting
Preferred skills
mortgage industry experience, insurance industry experience
Technologies
Microsoft Office (Word, Excel, PowerPoint, Access, Outlook), Zendesk, Valon, Siebel, SWAN, PTS, A/R
Responsibilities
deliver customer training and product demonstrations, provide technical support and troubleshoot issues on Zendesk/Valon, analyze customer needs and recommend solutions, coordinate cross-functional meetings to resolve escalations, develop client-facing materials and presentations, report on team and client activities
Seniority
Mid-Senior, 7+ years experience