Manage and maintain all aspects of client and agency relationships, ensuring satisfaction and timely issue resolution.
Serve as main point of contact for client inquiries and provide monthly business reviews on trends and SLAs.
Utilize internal and external resources to stay current on industry changes and recommend process improvements.
LoanCare is a leading full-service mortgage loan subservicer serving banks, credit unions, and investors. Backed by Fidelity National Financial, a Fortune 500 company, we offer a culture built on integrity, innovation, and collaboration.
Coordinate end-to-end project execution to ensure timely delivery of milestones and outcomes.
Lead client discovery phase, including requirements gathering, stakeholder alignment, and solution design.
Develop and maintain detailed project plans, timelines, and key milestones.
LoanCare is a leading full-service mortgage loan subservicer, serving banks, credit unions, and homeowners. Backed by Fidelity National Financial, a Fortune 500 company, we subservice over 1.8 million loans and foster a culture of integrity, innovation, and collaboration.
Serve as the trusted advisor and liaison between clients and internal teams to manage requests and resolve issues.
Provide timely, results-based customer service through phone and Zendesk ticketing, triaging and escalating as needed.
Track key performance indicators like satisfaction, retention, and revenue growth to drive client success.
Enumerate is a software company that provides community association management solutions. They cultivate a collaborative, client-focused culture dedicated to delivering exceptional service.
Manage, coach, and develop department operations and staff to maximize homeowner outcomes.
Ensure consumer complaint responses comply with state/federal regulations and CFPB requirements.
Oversee investor reporting, budgeting, vendor management, and policy development for mortgage resolution.
LoanCare is a full-service mortgage loan subservicer serving banks, credit unions, and investors. Backed by Fidelity National Financial, a Fortune 500 company, it offers a career foundation built on integrity, innovation, and collaboration.
Own the successful delivery of key client projects from kickoff to completion.
Build strong, trust-based relationships with clients as a strategic partner.
Lead cross-functional teams across strategy, content, design, paid media, and web development.
Terra is a digital marketing and creative agency that helps organizations reimagine and deliver their most ambitious digital projects and marketing strategies. The team is innovative, tech-forward, and creative, with a focus on collaboration and work-life balance.
Resolves incoming customer inquiries and requests related to mortgage loans.
Reaches out to borrowers to resolve payment issues and documents interactions.
Processes payoff and verification of mortgage and works with other teams to identify at-risk borrowers.
Kiavi is one of the nation’s largest private lenders to residential real estate investors, using data and technology to provide faster access to capital. With over 500 employees, Kiavi has earned multiple awards including Forbes Fintech 50 and Fast Company’s Most Innovative Companies.
Manage a portfolio of live banking clients as their trusted partner after go-live.
Conduct regular check-ins and maintain strong relationships with stakeholders.
Handle support escalations and troubleshoot platform issues.
Prelim modernizes how financial institutions onboard and serve their customers. They are a fast-growing, remote-first startup focused on making banking more accessible for everyone.
Build and nurture relationships across your book of accounts, developing deep connections with decision-makers and stakeholders.
Surface expansion opportunities, collaborate with Sales, and own retention targets within your client base.
Stay fluent in ApartmentIQ's full product suite and partner cross-functionally with Product, Support, and Marketing.
ApartmentIQ builds industry-leading martech and data products for the PropTech space, including AI and data SaaS platforms. They are a fully remote team of 100+ across the U.S. with a strict no a**holes policy, focused on high performance and growth.
Provide direct client support, manage escalations, and communicate with upset clients using non-violent communication.
Contribute to project implementation, analyze metrics, and identify process improvements.
Communicate with partners and internal teams to represent client voice and share learnings.
Code for America uses technology to make government services work for everyone, with a focus on transparency and fairness. The organization fosters a supportive, flexible environment and a collaborative culture driven by meaningful impact.
Build and maintain strong relationships with senior management and C-level executives of strategic accounts.
Partner with internal teams to ensure smooth onboarding and positive client experience during implementation.
Identify expansion, upsell, and cross-sell opportunities and drive adoption of new products.
Zerohash is the leading crypto and stablecoin infrastructure platform powering the next generation of financial services. The company has raised over $280 million and is trusted by global financial brands, fostering a culture of independence, collaboration, and transparency.
Lead strategic growth and operational excellence of client services.
Foster strong client relationships and optimize internal operations.
Oversee key functions like people ops, finance, and project management.
Salesberry Group is a financial, people, and operations firm serving progressive political organizations. The company is a small team focused on equity and sustainability, with a collaborative culture.
Provide administrative and operational support to mortgage loan originators throughout the loan process.
Coordinate with processors, title companies, real estate agents, and customers to ensure deadlines are met.
Maintain organized loan files and verify completeness before forwarding to the processing team.
Our partner is a mortgage lending and financial services company. They offer a remote work environment with a collaborative culture and emphasize flexibility and growth.
Cultivates client relationships to strengthen trust and uncover new opportunities, expanding long-term account value.
Conducts regular performance analysis on financial results and revenue management adoption, presenting findings to leadership.
Consults on parameter configurations and AI Revenue Management strategies to optimize portfolio yields.
RealPage provides AI-powered revenue management platforms for multifamily housing. The company employs a large workforce and emphasizes a culture of innovation and customer success.
You will maintain and support client benefits websites, document processes, and provide advanced operational and technical support.
You will resolve client issues, triage tickets, and communicate proactively with clients.
You will mentor team members, drive process improvements, and support implementations.
bswift is a leading benefits administration company that simplifies the complex world of employee benefits. We serve thousands of companies and millions of people nationwide, offering a fun, flexible, and creative environment.
Serve as primary point of contact for a portfolio of customers, managing daily operational needs and ensuring programs run smoothly.
Document and improve operational processes, creating templates and playbooks to support the Account Management team.
Perform data analysis to surface customer trends and assist senior Account Managers with reporting and presentations.
Marqeta is a fintech leader redefining financial services through embedded finance. It is a fast-growing company with a flexible-first culture that supports remote work.
Serve as the primary point of contact for client questions and service inquiries, ensuring prompt and professional responses.
Coordinate with internal teams to track requests, resolve issues, and maintain accurate records in company systems.
Assist with onboarding, documentation, and administrative processes while protecting confidential information.
ApTask is a workforce solutions company that provides talent acquisition, staffing, consulting, and permanent placement services. It offers a remote work environment and a collaborative, growth-oriented culture.
Build and maintain strong, resilient relationships with clients based on trust, transparency, and partnership.
Interpret client requirements and translate them into clear technical details for delivery teams.
Identify opportunities to cross-sell additional services that address evolving client needs.
Heller Consulting is a technology consulting firm that helps nonprofit organizations use technology more effectively. The company offers a collaborative, inclusive remote culture with a focus on mission-driven work.
Part of the operations team responsible for client relationship management across multiple offices.
Prepare related forms, process trades, and assist with client onboarding and maintenance paperwork.
Assist with multiple projects while ensuring compliance with firm requirements and developing marketing efforts.
Choreo is a wealth management firm servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning. With over 200 employees and 40+ locations across the country, we foster a collaborative and inclusive culture.
Ensure escrow area functions are performed promptly and correctly by monitoring reports and vendor activities.
Provide training and mentoring to Escrow Department staff while overseeing special projects and deadlines.
Prepare monthly FHA portfolio comparison reports and maintain data programming for escrow workstations.
LoanCare is a full-service mortgage loan subservicer serving banks, credit unions, and investors. Backed by Fidelity National Financial (Fortune 500), it services over 1.8 million loans and promotes a collaborative culture.