Client Services Consultant
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Job Description
Correspondent Client Services Consultant supporting Account Executive for client management and assistance. Coordinates tasks and escalations for correspondent lending in specified regions.
Responsibilities:
- Supports the Correspondent Account Executive covering Southern California, Arizona and Nevada.
- Coordinates with Account Executive on completion of specific tasks.
- Works with CPE analyst to identify and address client quality trends.
- Serves as point of contact for all client escalations.
- Provides feedback to CPE and client support regarding lender pipelines.
Requirements:
- 2-5 years correspondent lending originations experience (specifically sales support and operations experience)
- Superior oral and written communication skills
- Proven ability to build and strengthen relationships with internal partners and external clients.
- Proficient in MS Word, Excel and PowerPoint.
- Experience with Salesforce.com desired.
Benefits:
- medical, dental & vision coverage
- 401(k)
- life, accident, and disability insurance
- wellness programs
- paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
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