Client Relationship Analyst
Skills
Business PlanningBusiness Relationship ManagementCritical ThinkingData AnalyticsData IntegrityInterest RatesPresentations
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- High school diploma or equivalent work experience; Bachelor’s degree preferred
- Experience in relationship management or client services within mortgage servicing or related industry preferred
- Intermediate analytical and Excel experience
- Project Management skills preferred
- Mortgage servicing experience is preferred
- Microsoft certification preferred
- Excellent verbal and written communication skills
- Excellent internal and external customer facing skills
- Knowledge of various loan servicing operations preferred
- Ability to interact with all levels of management and staff
- Ability to work in a client focused loan servicing team
- Ability to maintain high speed internet access while working remote
- Proficient in MS Office applications specifically PowerPoint and Excel including functions if/and/or conditional statements and VBA
- Team-player with strong communication and interpersonal skills
- Familiarity with MortgageServ/Fiserv or comparable system preferred
- Ability to work in a project environment and understand the project management lifecycle
- Ability to formulate complex requirements documents reports and formal presentations
- Ability to adhere to strict confidentiality requirements
- Ability to understand complex problems and collaborate on solutions
- Ability to make decisions with significant impact and monitor outcomes
- Ability to organize forecast and prioritize work schedules on a long-term basis
- Ability to perform basic arithmetic and check results for accuracy
- Ability to communicate orally with others accurately audibly and quickly
- Ability to work independently under limited supervision
- Occasional travel may be required
Nice to have
- Self-motivated
- Detail-oriented
- Team player
- Independent worker
- Client-focused
- Critical thinker
- Strong communicator
- Analytical
Day to day
- Capture and document client and investor servicing requirements with accuracy and attention to detail.
- Create investor presentations and support senior management with clear, polished materials.
- Perform ad hoc analysis and loan portfolio review to identify trends delinquency rates and service opportunities.
- Support loan servicing transfers change management process improvement and client relationship activities while maintaining compliance and confidentiality.