Operations Supervisor managing performance and coaching staff in the mortgage services industry. Focused on client relationships and operational excellence within property preservation teams
About the role
- Responsible for managing corporate client requests with a focus on customer satisfaction. Involves processing payments and validating sales data while working in a hybrid model.
Responsibilities
- Promptly address corporate client requests, prioritizing customer satisfaction.
- Process client payments, returns, and chargebacks within the system, ensuring accurate fund allocation.
- Analyze transactions, new sales, and support cases for KPI’s and client executive reporting.
- Validate data files to detect and correct potential errors.
- Upload sales data to the system, ensuring compliance with client specifications and expectations.
- Maintain organized, secure documentation in line with company privacy and security protocols.
- Conduct regular audits to ensure consumer information accuracy for corporate clients.
- Collaborate with cross-functional teams to resolve operational issues and optimize processes.
- Propose process improvements related to client management and payments to enhance efficiency and customer experience.
- Effectively communicate with corporate clients in both English and Spanish to ensure clarity and effective service.
Requirements
- Technical degree or bachelor’s degree in administration, Finance, Accounting, or a related field.
- Equivalent relevant experience in client support and operations management may be considered in lieu of a degree.
- Previous experience in corporate client support and operational process management is preferred.
- Advanced proficiency in English (both written and spoken).
- Intermediate knowledge of Microsoft Excel and other Office applications.
- Ability to manage multiple tasks simultaneously with high attention to detail.
- Strong communication and customer service skills.
- Ability to work under pressure and meet deadlines.
- Availability to work on Mexican holidays and rest on U.S. holidays.
Benefits
- Salary 23,000
- Ticket Vouchers 2,000
- Internet Bonus 1000
- Medical Insurance
- Dental Insurance
- Life Insurance
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