Client Relationship Manager
Position Summary The Client Relationship Manager will report to the AVP - Client & Agency Relations to manage and further develop RoundPoint's relationships with RoundPoint's Sub-Servicing Clients.
Primary Responsibilities Serve as the key point of contact for an assigned group of sub-servicing clients Oversee all daily and monthly client activities Organize & facilitate regular client check-in meetings and onsite visits Create and maintain client servicing playbooks Manage, track and respond to client inquiries Coordinate and manage client special requests & projects Review and circulate performance reporting Assist in organization and preparation of client deliverables Communicate any trends and / or problems with clientele to the AVP - Client & Agency Relations Other duties as necessary or assigned by management Incumbent will be responsible for meeting RoundPoint's commitment to compliance Qualifications Required:
3
years of mortgage servicing or client relationship management experience Bachelor's degree Candidate must be comfortable leading group meetings with internal and external parties and discussing servicing topics with clients including executive level stakeholders Good organizational and problem solving skills with ability to handle multiple tasks Excellent analytical, interpersonal, written and oral communication skills Desired:
Demonstrated record of success with client cultivation Ability to develop impactful relationships with external partners and key stakeholders Strong big picture understanding of servicing operations, internal controls and accounting Customer service, team and goal oriented with a positive attitude toward work and others Ability to deal with change (flexible / adaptable) and provide positive outlook RoundPoint's Employee Value Proposition:
Grow.
Make a difference.
Have fun along the way.
Our mission is to serve our homeowners and all of their homeownership needs.
We do this by embracing challenges, executing with excellence, and fostering a positive work culture that encourages personal and professional growth.
We are on the fast track to becoming the premier marketplace for all things home, and the National Mortgage News and Best Companies Group just named us one of 2019's Best Mortgage Companies to Work For! Without a doubt, RoundPointers are what make this company a great place to work! That's why we hire individuals who share our core values:
Energy, Ethics, Execution, Everyone, and Earn it! As a RoundPointer, we will empower you to innovate, provide meaningful solutions, set goals and crush them, play hard, and give back to the community! Our secret sauce is our mantra, All In.
All Win.
Together, we can achieve great things! Physical Demands & Working Conditions The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job:
The employee is regularly required to talk or hear.
The employee is required to sit for extended periods of time and is occasionally required to stand and walk.
The employee must regularly use hands to finger, handle, or feel objects and is regularly required to reach with hands and arms; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl.
The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus.
The noise level in the work environment is usually quiet to moderate, and no extreme conditions are present.
Recommended Skills Accounting Adaptability Analytical Communication Customer Relationship Management Customer Service Estimated Salary: $20 to $28 per hour based on qualifications.
Primary Responsibilities Serve as the key point of contact for an assigned group of sub-servicing clients Oversee all daily and monthly client activities Organize & facilitate regular client check-in meetings and onsite visits Create and maintain client servicing playbooks Manage, track and respond to client inquiries Coordinate and manage client special requests & projects Review and circulate performance reporting Assist in organization and preparation of client deliverables Communicate any trends and / or problems with clientele to the AVP - Client & Agency Relations Other duties as necessary or assigned by management Incumbent will be responsible for meeting RoundPoint's commitment to compliance Qualifications Required:
3
years of mortgage servicing or client relationship management experience Bachelor's degree Candidate must be comfortable leading group meetings with internal and external parties and discussing servicing topics with clients including executive level stakeholders Good organizational and problem solving skills with ability to handle multiple tasks Excellent analytical, interpersonal, written and oral communication skills Desired:
Demonstrated record of success with client cultivation Ability to develop impactful relationships with external partners and key stakeholders Strong big picture understanding of servicing operations, internal controls and accounting Customer service, team and goal oriented with a positive attitude toward work and others Ability to deal with change (flexible / adaptable) and provide positive outlook RoundPoint's Employee Value Proposition:
Grow.
Make a difference.
Have fun along the way.
Our mission is to serve our homeowners and all of their homeownership needs.
We do this by embracing challenges, executing with excellence, and fostering a positive work culture that encourages personal and professional growth.
We are on the fast track to becoming the premier marketplace for all things home, and the National Mortgage News and Best Companies Group just named us one of 2019's Best Mortgage Companies to Work For! Without a doubt, RoundPointers are what make this company a great place to work! That's why we hire individuals who share our core values:
Energy, Ethics, Execution, Everyone, and Earn it! As a RoundPointer, we will empower you to innovate, provide meaningful solutions, set goals and crush them, play hard, and give back to the community! Our secret sauce is our mantra, All In.
All Win.
Together, we can achieve great things! Physical Demands & Working Conditions The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job:
The employee is regularly required to talk or hear.
The employee is required to sit for extended periods of time and is occasionally required to stand and walk.
The employee must regularly use hands to finger, handle, or feel objects and is regularly required to reach with hands and arms; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl.
The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus.
The noise level in the work environment is usually quiet to moderate, and no extreme conditions are present.
Recommended Skills Accounting Adaptability Analytical Communication Customer Relationship Management Customer Service Estimated Salary: $20 to $28 per hour based on qualifications.
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