Senior Client Success Analyst
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Senior Client Success Analyst managing complex client inquiries and AUS processes in the mortgage industry. Strengthening client engagement and providing operational support for client success.
Responsibilities:
- Act as a trusted expert for clients navigating loan registration and AUS processes
- Strengthen client engagement and long-term partnership success
- Provide advanced operational support and solutions for complex mortgage scenarios
- Mentor junior team members and share best practices
- Contribute to improving client success tools, training, and processes
- Serve as the primary point of contact for complex client inquiries and escalations
- Provide expert guidance on mortgage loan structuring and loan registration processes
- Proactively engage key clients to understand evolving needs and potential challenges
- Identify opportunities to improve client satisfaction, engagement, and retention
- Analyze loan registrations and provide support for new submissions within the eLEND portal
- Assist clients with Automated Underwriting System (AUS) runs and loan structuring questions
- Troubleshoot registration issues and guide clients through platform workflows
- Deliver live and on-demand training on portal functionality, loan processes, and products
- Develop training materials, client guides, and digital resources
- Analyze client usage data and feedback to identify trends and improvement opportunities
- Partner with Sales, Operations, Product, and Underwriting teams to resolve complex client issues
- Mentor junior Client Success Analysts on complex cases and best practices
- Help refine client success workflows and operational processes
Requirements:
- 3+ years of experience as a Loan Officer Assistant (LOA)
- Strong knowledge of loan processing, loan structuring, and AUS runs
- Experience supporting clients within mortgage platforms or LOS systems
- Background in client success, mortgage processing, underwriting, or similar client-facing roles
- Strong analytical skills with the ability to translate data into actionable insights
- High proficiency with technology platforms, portals, and LOS systems
- Excellent written, verbal, and presentation communication skills
- Strong organizational skills and ability to manage multiple priorities
- Experience using CRM systems and Microsoft Office tools
- Deep understanding of the mortgage lending lifecycle
- Natural leadership ability with a collaborative mindset
- Commitment to continuous learning and professional development
Benefits:
- Medical, dental, and vision coverage
- 401(k) plan
- Paid time off and holidays
- Remote work environment
- Career development opportunities
Similar Jobs
Customer Success Manager
Customer Success Manager empowering clients to succeed using Convoso's innovative AI platform. Drive retention, deliver strategic guidance, and collaborate across teams in a remote environment.
Client Success Manager
Client Success Manager specializing in strategic partnerships with educational leaders and school districts. Driving growth and exceptional outcomes for KickUp's platform usage and client relations.
Customer Success Engineer, Advisory
Customer Success Engineer focused on enabling advisory workflows for Fieldguide customers. Enhancing platform adoption and driving measurable outcomes within the advisory space.
Strategic Customer Success Manager
Strategic Customer Success Manager focused on guiding enterprise clients in maximizing product adoption at Ashby. Collaborating with key stakeholders to enhance customer health and retention.
AI Customer Success
AI Partner Success role at CollegeVine, engaging universities and driving AI adoption. Building trusted relationships while uncovering solutions across various departments in higher education.
Sales and Customer Success Specialist, English
Sales and Customer Success Specialist managing leads for MaidThis Cleaning in LATAM. Focused on engaging customers, following leads promptly, and ensuring satisfaction after services.
Customer Success Manager
Customer Success Manager supporting educational products through advisory and sales solutions with a regional team. Focusing on customer onboarding and relationship management within the field of education.
Customer Success Representative
Customer Success Representative ensuring smooth service delivery and addressing inquiries for SambaSafety's driver monitoring software. Focus on customer relationship management and support throughout the product lifecycle.
Bilingual Client Success Specialist
Client Success Specialist in a remote position supporting clients' financial wellness through a Debt Management Program. Engaging with customers via phone and fostering their financial journeys.
Customer Success Manager
Customer Success Manager for JOOR enhancing client relationships in fashion wholesale. Advocating for clients and driving business growth through strategic account management.
Customer Success Associate
Customer Success Associate at Binary Defense, building relationships with clients and ensuring their service engagement. Collaborating with internal teams to manage and retain client relationships in a remote environment.
Enterprise Customer Success Manager
Enterprise Customer Success Manager at Rewind supporting and building customer success strategies for cloud data protection. Collaborating with enterprise customers to enhance their experience and retention.
Client Success Manager – PBM
Client Success Manager interfacing with leadership and supporting clients for a pharmacy benefit manager. Focusing on renewal and retention strategies while ensuring client satisfaction.
Customer Success Associate
Customer Success Associate supporting key LATAM and US clients to drive success and build relationships. Engaging with sales, product, and engineering teams for comprehensive solutions.
Customer Success Specialist
Customer Success Specialist acting as primary liaison for customers at POMS Corporation. Building relationships with stakeholders to drive software adoption and satisfaction.
Client Experience Specialist – Wealth Management, Private Client
Client Experience Specialist responsible for delivering client services in Wealth Management. Collaborate with advisory teams to enhance client relationships and optimize financial planning opportunities.
Technical Success Manager
Technical Success Manager managing mid-tier accounts for OutSystems' AI Development Platform. Guide client development teams to adopt and utilize agentic systems effectively.
Manager, Customer Success – ENT/Ophth
Manager, Customer Success focused on driving customer adoption at ModMed. Collaborating with leadership to establish strategic plans in a fast-paced Healthcare IT company.
Manager, Customer Success – Orthopedics
Manager, Customer Success leading a team in enhancing client engagement and driving adoption for ModMed's Orthopedic solutions. Focusing on customer satisfaction and strategic planning to meet business objectives.
Customer Success Manager
Manager, Customer Success at ModMed focusing on adoption and customer experience for key accounts in a healthcare IT company.