Sr. Account Executive
Core
Manage mid-size to larger B2B clients in a loan servicing environment, overseeing portfolio health, performance, and contract adherence.
Role type
Senior Account Executive (B2B)
Builds
Client relationships, business reviews, and service delivery for mortgage servicing clients
Domain
Mortgage servicing / Financial services
Deliverable
client delivery
Required skills
B2B client management, portfolio oversight, contract administration, business review preparation, cross-selling, stakeholder coordination, risk management, reporting tool utilization, MS Office proficiency
Preferred skills
Black Knight system experience, title/escrow software knowledge, large-scale project management
Technologies
Black Knight, MS Office, title/escrow software
Responsibilities
Conduct monthly business reviews with clients, monitor performance against SLAs and KPIs, resolve client issues with internal teams, manage contract changes and statements of work, deliver global communications on incidents and process changes, coach clients on reporting tools, present to management and clients
Seniority
Senior, hands-on IC
