Source Job

US

  • Act as a trusted expert for clients navigating loan registration and AUS processes
  • Strengthen client engagement and long-term partnership success
  • Provide advanced operational support and solutions for complex mortgage scenarios

Mortgage Client Success CRM Communication Analytical

20 jobs similar to Senior Client Success Analyst

Jobs ranked by similarity.

US

  • Originate and manage purchase mortgage loans from application through closing while ensuring compliance with all requirements.
  • Convert company-provided purchase opportunities into funded loans through proactive follow-up and effective borrower consultation.
  • Build strong relationships with customers and, where applicable, with Zillow Preferred Agents and local partners.

Zillow Home Loans is revolutionizing the home financing experience as part of Zillow Group’s FinTech division. They are a team of innovators, problem solvers, and creative individuals pushing the boundaries of the mortgage industry in a collaborative, high-energy environment.

Canada

  • Sell and promote various financial solutions by understanding client needs and goals.
  • Develop a consumer client base to facilitate the direct sale of lending solutions.
  • Ensure efficient delivery of services to clients and direct business flow to the appropriate servicing unit.

Jobgether is a platform that connects job seekers with companies. They use AI-powered matching to ensure applications are reviewed quickly and fairly.

US

  • Coordinate preparation of assignment and lien release documents based on client instructions.
  • Facilitate and track finalized documents to appropriate recording authorities and monitor recording status.
  • Communicate professionally with clients regarding document status, requirements, and timelines.

Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with a multitude of services they need in connection with a loan. Their entrepreneurial mindset allows them to differentiate themselves in the market through continuous improvement and innovation.

US

  • Answer inbound calls from customers about the reverse mortgage program.
  • Initiate outbound calls to potential customers and qualify them.
  • Transfer interested and qualified customers to the sales team.

Longbridge helps seniors unlock their home equity, allowing them to enjoy their retirement. They have an "Excellent" rating on Trustpilot and have been named a Great Place to Work® three years in a row, offering opportunities for growth and a positive culture.

$55,000–$65,000/yr
US

  • Build and maintain strong relationships with clients by understanding their needs.
  • Act as the main point of contact for client inquiries, concerns, and escalations.
  • Facilitate the onboarding process for new clients, ensuring a smooth transition.

Asset Living is a third-party management firm fostering thriving communities nationwide. Founded in 1986, they have grown organically into a trusted real estate ally with a diverse team that drives innovation.

$19–$27/hr
US

  • Examine, audit, and verify pre- and post-close loan files for Quality Assurance, First Line of Defense, and HMDA requirements.
  • Identify, report, and monitor exceptions while partnering with Mortgage Production and Operations to resolve issues.
  • Review cancelled and denied loan files to ensure accurate submissions and HMDA compliance.

Banner Bank is a financial institution with a history spanning over 135 years, focusing on helping businesses and individuals achieve their goals. With over $16 billion in assets and numerous branch locations in multiple states, they emphasize financial strength, employee volunteerism, and community support.

US 3w PTO

  • Drive revenue through cultivating industry relationships and selling data, analytics, and tech solutions.
  • Bridge the gap between sales, analytical consulting, and strategic product development.
  • Identify data-driven opportunities to solve client needs and shape the firm's capital markets roadmap.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. A FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 23,300 people across 32 countries and their corporate headquarters are in Dublin, Ireland.

US

  • Responsible for marketing lending products to prospective brokers/bankers.
  • Manages established broker relations including broker approvals, education, customer service and quality management regarding process, product and technology.
  • Performs initial contact to prospect new mortgage brokers/bankers and coordinates broker approval process.

Spring EQ is a national home equity lender providing flexible and tailored financing solutions directly to consumers with a national network of experienced brokers and partners. Since its founding in 2016, Spring EQ is among the fastest growing and highest-rated home equity financing partners in the United States.

US

  • Reviews incoming loans for TRID compliance and documentation.
  • Communicates deficiencies with internal and external customers.
  • Enters loan submission data to generate disclosures.

PRMG is a mortgage company that offers a range of mortgage products and services. They are committed to providing their employees with opportunities for growth and advancement.

Global

  • Responding to customer queries in a timely & effective manner.
  • Documenting & logging issues, customer compliments & complaints.
  • Helping customers go through our application flow when required.

They are reinventing consumer credit by using technology to easily tap into people’s assets. They are a well-capitalized team of technology and finance executives with top-tier investors, and their culture values depth and rigor of thought, minimalist design, and speed of execution.

US

  • Coordinate scheduling assignments between signing agent, borrower, and clients.
  • Handle incoming calls from signing agents, borrowers, and clients regarding scheduling.
  • Complete requests for reschedules and cancellations.

Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with various services related to loans. Their entrepreneurial mindset drives innovation and diversification, with a commitment to cultural values known as "The 5 C's".

$110,000–$130,000/yr
US

  • Manage, retain and expand relationships with assigned clients.
  • Deliver business results to drive high client retention and expansion.
  • Act as the voice of the client, advocating for their requests and feedback.

Force Therapeutics is reshaping the future of remote therapeutic care. Their intelligent, evidence-driven platform empowers clinicians to extend their reach and engage patients at every pivotal moment of their care journey. As they enter their next phase of innovation and expansion, they’re looking for mission-driven team members who are energized by solving meaningful challenges in healthcare.

US

  • Partner with Sales, KYC Operations, Legal and Client Experience teams to ensure a seamless client onboarding process.
  • Ensure integrity of the sales pipeline, timely completion of client-specific contracts, and attentive client care.
  • Become familiar with new account opening requirements, verifying information, and coordinating necessary approvals.

Anchorage Digital is building the world’s most advanced digital asset platform for institutions to participate in crypto, offering custody, staking, and trading services. They are a diverse team of more than 600 members with offices in multiple locations and are funded by leading institutions.

$80,000–$130,000/yr
US 3w PTO

  • Cross Selling into existing clients and selling to new logos – Using our technology stack and sales enablement platforms to identify and sell into new partners and expansion of current partnerships.
  • Sales Planning — Making our clients business our own. Thoroughly understanding the Msall Business & Commercial Lending space and how we can help solve for challenges our clients may face.
  • Sales Growth — Identifying and closing new revenue opportunities and meeting revenue expectations. Providing accurate forecasting and financial information.

Experian is a global data and technology company that powers opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries and their corporate headquarters are in Dublin, Ireland

US Unlimited PTO

  • Own the end-to-end product lifecycle for your area.
  • Lead customer discovery with mortgage lenders, loan officers, and ops teams.
  • Build and own a roadmap grounded in customer evidence, business strategy, and technical feasibility.

Loancrate simplifies home-buying for lenders and borrowers with AI-native tooling to automate mortgage workflows. As a remote team since 2020, they've enabled customers to power >$85 billion in new home loans and value collaboration and open communication.

Global Unlimited PTO

  • Guide new clients through onboarding, ensuring system confidence.
  • Monitor client projects to meet enrollment targets, addressing roadblocks.
  • Build strong relationships for repeat business and enthusiastic referrals.

Trialfacts is an entrepreneurial company advancing health research. They foster a remote and fast-paced environment.

US 4w PTO

  • Be the day‑to‑day analytics partner for clients on credit strategy, risk optimization, and portfolio performance.
  • Translate client goals into clear analytical questions, project plans, and structured workflows.
  • Use Python and SQL to explore data, validate hypotheses, and support analytical workflows developed by Data Science teams.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries and our corporate headquarters are in Dublin, Ireland.

$80,000–$120,000/yr
US

  • Build Deep Relationships: Develop and maintain strong relationships with key stakeholders in assigned customer accounts; act as a primary point of contact and build trust through timely and proactive communication.
  • Provide Comprehensive Support: Take ownership of key stages in the customer journey from implementation to ongoing support and success, positioning partnerships for renewal and expansion.
  • Drive Platform Adoption: Provide guidance to customers to help them achieve their objectives while using our platform, whether they are looking to promote job seeker upskilling and employment, create capacity for workforce staff, help employers address talent shortages, or build more collaborative workforce ecosystems.

FutureFit AI helps more people get to better jobs faster and cheaper, with a specific focus on those facing barriers to opportunity. Their AI-powered platform brings efficiency and insight to workforce development, replacing outdated systems and unlocking human potential at scale; the team consists of 30-50 employees across the US and Canada and they are committed to creating an inclusive environment for all employees.

US

  • Manage client and broker/consultant relationships throughout the client lifecycle.
  • Communicate clearly and concisely in both verbal and written formats.
  • Collaborate cross-functionally within a team environment, ensuring seamless coordination and alignment across departments.

Lantern is a specialty care platform connecting people with the best care when they need it most. Lantern is trusted by the nation's largest employers to deliver care to more than 6 million members across the country.

Europe

  • Own the day-to-day success of assigned clients, focusing on adoption, account health, and retention at scale.
  • Serve as a trusted partner by sharing relevant best practices and resources to customers.
  • Develop and maintain a detailed understanding of client use cases and document findings to support continuity and scale.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.