Client Services Executive role supporting legal advisors in a hybrid setting with a focus on client service and organization duties.
HB
Hybrid Senior Client Service Analyst, Corporate Mortgage Finance
Posted 2 months 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
Providing proactive support to legal advisors in a temporary role within Client Services team. Collaborating closely with colleagues and assisting with various administrative tasks.
Motor Vehicle Direct Client Service Specialist I working in a fast - paced environment for the Vermont Department of Transportation. Responsibilities include managing customer service for high volume mail and paperwork.
Client Service Associate managing custodian interactions and paperwork processing in financial services. Involves scheduling meetings, preparing reports, and maintaining CRM with client communications.
Client Services Manager driving client retention and revenue growth across high - priority accounts for a global digital media platform. Collaborating with various teams to optimize digital advertising solutions.
Client Service Associate managing client relationships and administrative tasks for Mariner Wealth Advisors in West Des Moines. Focused on delivering exceptional service and supporting a growing team.
Client Services Representative managing relationships with international clients at a SaaS company. Responsible for customer satisfaction, onboarding, and promoting product adoption.
Senior client service role at BNY fostering world - class client service across multiple products. Collaborating with clients and internal teams to enhance satisfaction and address complex issues.
Client Services Associate responsible for accurate onboarding documentation and client interactions at financial services firm. Includes handling pension and investment analysis on behalf of the company.
Manager in Finance Transformation focusing on Japanese companies in Southeast Asia. Advising on purpose - led growth, operational foundations, and management strategies.