Client Operations Management Lead managing workflows for property loans in a fast-paced environment. Engage teams and deliver exceptional client service while driving process improvements and mentorship.
Responsibilities
Manage the workflow of a team in a fast-paced production environment that services, supports and mitigates risk for different types of property loans.
Organize workflow to maximize efficiencies while delivering an exceptional client experience.
Manage workflow tasks, delegate project work, drive process improvement, and help develop the team through training and mentorship.
Assist with complex escalations or work directly with clients.
Engage and motivate yourself by applying your organizational, communication, and influencing skills that drive team success.
Assist leadership team with the management of daily operational activities for assigned team(s).
Provide direction and guidance to team members.
Consistently deliver exceptional client service in a high-volume production environment.
Provide mentorship and training to team members.
Conduct intricate research of property tax cases by utilizing advanced tools and resources including internal departments, third party sources, public agencies, and clients according to defined business procedures.
Adhere to all required company and client driven standards and/or Service Level Agreements (SLAs).
Perform simple to complex reporting events such as maintaining tax research files, searching and investigating tax research case information, and processing departmental documents requiring knowledge of functional operations.
Track progress and provide status report to management on achievement of daily and weekly team goals.
Lead or participate in projects or initiatives.
Lead and direct client meetings.
Provide primary operational support and communication for the assigned team(s).
Serve as a change champion in order to meet goals and maximize team performance.
Build, maintain and leverage strong professional relationships.
Assist in troubleshooting and resolving complex escalated issues.
Requirements
High school diploma, GED or equivalent required; bachelor’s degree preferred
6+ years of relevant experience
Client service-oriented experience required
Strong aptitude for leading people, with the ability to influence and motivate others
Ability to provide exceptional client service in a high-volume production environment
Ability to manage, prioritize and delegate tasks for assigned team(s)
Ability to manage time, set priorities and meet deadlines for self and assigned team(s)
Intermediate computer skills and technical mastery of relevant systems and applications
Ability to understand basic property related documentation from a variety of sources
Critical thinking to synthesize information from multiple sources to solve problems
Detail oriented to process and analyze data accurately
Ability to collaborate with others and provide status updates
Exceptional verbal and written communication skills
Willingness to continuously learn and develop.
Benefits
Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
Up to 16 weeks of fully paid parental leave and a baby stipend.
Multiple medical plan options with mental health and wellness support offerings.
401(k) with company match and vesting after one year.
$400 annual well-being stipend and tuition assistance up to $5,250.
Recognition Rewards, Referral bonuses, exclusive discounts and more!
Job title
Team Lead, Client Operations Management, Tax Research
Tax Analyst at Charger Logistics responsible for managing tax compliance and developing tax strategies. Collaborate with accounting and auditors while ensuring legal compliance with Mexican tax regulations.
Private Client Tax Advisory Senior Manager at AAB delivering strategic tax advisory services across private clients. Leading projects, managing relationships, and providing technical expertise in various areas of tax.
Senior Manager in Private Client Advisory leading client projects at AAB, a professional services firm supporting individuals and businesses across the UK, Ireland, and the USA.
Private Client Tax Advisory Senior Manager overseeing and leading client projects within a professional services firm. Focusing on tax advisory services for private clients with a collaborative team approach.
Private Client Tax Compliance Manager at AAB, a leading professional services firm. Managing client portfolios and ensuring compliance with tax regulations.
Manage client portfolios ensuring tax compliance at a leading professional services firm in the UK. Collaborate with teams and mentor junior staff while identifying business opportunities.
Indirect Tax Assistant Manager at KPMG in London. Responsible for providing advisory services on Indirect Tax issues and managing client relationships.
Tax Analyst ensuring compliance with tax obligations for Vantive's legal entities. Supporting corporate tax requirements and audit processes within a global organization.
Partner role at Aprio empowering professionals in Tax to grow and lead client engagements. Responsible for client leadership, business development, and talent mentoring in a collaborative environment.
Tax Compliance Professional driving global tax compliance strategies for Schneider Electric. Collaborating with departments and tax authorities to optimize operations and ensure legal compliance.