Client Relations Specialist

📋 Description

• Serve as primary point of contact for clients, borrowers, and stakeholders for an assigned portfolio, communicating issues and updates to management as appropriate.
• Monitor, administer, or refer borrower requests to the appropriate servicing business unit or outside party upon review of loan documents and servicing agreements.
• Monitor and review loan-specific trigger events to ensure timely and appropriate action.
• Process loan payments, payoff demands, reserve disbursements, tax payments, and insurance payments as needed.
• Responsible for portfolio administration, cash management, and data integrity.
• Provide excellent customer service and prompt, accurate responses to questions and information requests.

🎯 Requirements

• Exceptional communication abilities, with proficiency in both written and verbal forms for clear client interactions and internal communications.
• Strong ability to collaborate within teams and adapt to evolving business environments, maintaining productivity.
• Commitment to confidentiality with adherence to policies and procedures, ensuring integrity in handling sensitive information.
• Meticulous attention to detail, ensuring accuracy and consistency in tasks.
• High proficiency in MS Office Suite (Excel, Outlook, Word).
• 1-3 years of experience in a related position.

🎁 Benefits

• Monthly paid volunteer hours and donation matching to benefit our communities
• Employee Resource Groups that help you grow with us
• Fertility and family planning services
• Up to 12-weeks of fully paid parental leave
• Mental health care, including free counseling sessions
• Generous tuition reimbursement to fund your learning journey