Note: The job is a remote job and is open to candidates in USA. First American, through its ServiceMac mortgage servicing business, provides technology, products, and services for the mortgage and real estate industries. The Senior Account Executive manages business-to-business client relationships in a loan servicing environment, oversees portfolio health and performance, coordinates initiatives across internal and external teams, and drives client satisfaction, process improvement, and risk management.
Responsibilities
- Responsible for the advocacy and management of business-to-business client(s) in a loan servicing environment which includes providing the highest level of service to clients and their customers. Cultivate and maintain ongoing client relationships, optimize overall client satisfaction, and instill client confidence. Responsible for oversight of portfolio health and client performance. Interact with senior level staff, internal and external, to coordinate initiatives and projects and facilitate solutions with various internal/servicing teams. Manage multiple processes and projects and work with internal departments to develop and improve processes that have broad business impact. Partner with internal managers on client trends to ensure client satisfaction and adherence to contract and business rules, while managing company risk
- Generally, manages mid-size to larger clients and/or more complex clients which have larger portfolios with new products or requiring more intensity for oversight etc
- Analyze and understand client and client’s business structure, culture, goals and needs including future strategy across their enterprise and for servicing. Looks for cross sale and revenue generating opportunities
- Prepare and conduct monthly business reviews with clients to review FA performance delivery
- Monitors FA’s performance against contractual requirements, Service Level Agreements and KPIs, resolving issues between client and internal operational units
- Work with client and internal business units on contract changes, change requests and statements of work documenting required activities and corresponding compensation representing revenue opportunities
- Deliver prompt and effective global communication relating to incidents, process changes, enhancements and overarching company information ensuring consistent messaging, client satisfaction and accuracy. Educate clients on company technology and processes
- Address client concerns in a timely manner or escalate if necessary
- Coach client on available reporting tools; fulfill ad-hoc reporting requests by creating and enhancing new and existing reports
- Client communications may involve participating in management meetings and discussions, creating and delivering business to business presentations, onsite client visits, and creating client training materials to assist internal business units
Skills
- Typically requires 5+ years in progressive servicing/subservicing roles
- Industry knowledge
- Black Knight system experience
- Generally, requires BS Degree in a business field or equivalent work experience
- In-depth understanding of company and client requirements
- Excellent written and verbal communication skills required
- Demonstrated ability to effectively manage priorities as well as effective time management
- Strong knowledge of MS Office applications and title/escrow related software to create/update documents and spreadsheets containing formulas and formatting
- Knowledge of required reporting tools
- Ability to speak effectively before groups of clients and management
- Strong attention to detail
- Strong client service skills to retain and build critical relationships
- Tenacity for solving detailed issues
- Experience with applicable business processes sufficient to communicate and consult with team members, clients, and management
- Experience with planning and managing large scale processes and projects with interdependencies
- Experience with risk management
Benefits
- Remote work arrangement
- Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
- An inclusive and authentic workplace where employees are encouraged to bring their entire, unique self to work.
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