Client Service Administrator in hearing healthcare, serving as the first point of contact for clients. Ensuring smooth operations, managing appointments, and providing administrative support.
HB
Hybrid Senior Client Service Analyst, Corporate Mortgage Finance
Posted 2 days ago
About the role
- Sr. Client Service Analyst in Corporate Mortgage Finance handling operational functions for mortgage warehouse loans. Responsible for client support and loan activities with compliance to procedures.
Responsibilities
- Handles loan activities for the warehouse lending business
- Warehouse processes that this role is charged with on a day-to-day basis include, but are not limited to: loan fundings, construction loan processing, collateral processing and aging, loan aging surveillance, mark to market, hedge monitoring, loan settlements and post funding QC
- Responsible for larger and/or complex relationships
- Provides high-touch client support by developing and maintaining strong relationships with clients via phone, email and virtual meetings
- Utilize expertise to analyze and approve complex transaction requests related to fundings, collateral and/or settlements within authority assigned by manager and in accordance with HNB policy
- Role will have some loan exception authority for certain functions designated by the Operations Manager
- Responsible for ensuring all queues, reports, and assignments are acted upon in the timeframes specified in the procedures; any delay should be escalated to management before an SLA is missed
- Works closely with a team lead or manager to recommend resolutions to nonstandard scenarios or issues that require escalation
- Engages timely with clients and provides clear communication to clear exceptions, resolve problems and provides training as needed
- Teamwork: build and maintain strong relationships with peers, management, relationship managers and clients to ensure effective communication, collaboration and problem solving
- Communicate with manager regarding trends, training issues and workflows
- Recommends updates to process workflows as necessary to adapt to product, service or technology changes
- Provides training to new colleagues and trains the team on new processes and procedures
- Be prepared to support clients in the event of a disaster or outage, helping execute business continuity as needed
- Active participation in projects and new initiatives in CMF
- Performs other duties as assigned
Requirements
- Bachelor's Degree from an accredited institution or a minimum 5 years of relevant mortgage operations experience preferably in a fast-paced environment
- 5 years proficiency experience with Microsoft Office Suite
- Experience using ProMerit highly preferred
- Proficient written and verbal communication skills
- Operational experience ideally within the mortgage warehouse finance industry or other specialty finance areas
- Excellent communication and interpersonal skills, with the ability to collaborate effectively with diverse teams
Benefits
- Flexible working hours
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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