Client Relationship Analyst @ Carrington Holding Company, LLC | Jobright.ai
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Carrington Holding Company, LLC · 1 day ago

Client Relationship Analyst

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Financial ServicesReal Estate

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Responsibilities

Learn all aspects of the business process, key performance drivers, and operational report metrics.
Gain expert knowledge of the operational systems and utilization within the business process.
Gather and document client/investor servicing requirements.
Participate in the initial diligence process; analyze loan portfolio data, identify delinquency rates and other key portfolio metrics.
Ensure required documents, approvals and instructions are in place for relationship servicing.
Consult with internal/external clients on industry or organizational changes affecting the delivery of services.
Coordinate the quality control process between investors and internal business units to ensure alignment between investor loan servicing guidelines and CMS servicing operations.
Perform loan data analysis to validate and communicate test results to client/investor or internal business unit.
Analyze investor, prospective business plans and service requirements to ensure compliance with contractual requirements.
Ensure account documentation is up-to-date and accurate.
Participate in project communications, training materials, and business procedures/documentation.
Coordinate with appropriate internal departments regarding client/investor instructions and process changes.
Assist with change management and process improvement.
Analyze portfolio performance and recommend opportunities for improved service delivery.
Evaluate process recommendations received from internal departments and determine appropriate corrective action.
Propose solutions for any potential reputational exposure or related service issues.
Maintain compliance with CMS policies and procedures.
Escalate issues of risk concern to management, and maintain appropriate data integrity and confidentiality.
Independently manage assigned counterparty relationship(s) with limited reliance on management.
Willingly accepts and implements direction and strives to exceed departmental standards and operational goals.
Applies critical thinking to develop solutions with problem solving skills.
Actively participate in investor presentations with Senior Management.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Client Relationship ManagementLoan Servicing OperationsProcess ImprovementMS Office ExcelMS Office PowerPointProject ManagementMortgageServ/FiservCustomer Service SkillsData Analysis

Required

High school diploma or equivalent work experience
Excellent verbal and written communication skills
Excellent internal/external customer facing skills
Ability to interact with all levels of Senior Executive Management and Non-Managerial staff both externally and internally
Ability to work in a client focused loan servicing team
Ability to maintain high speed internet access while working remote
Proficient in MS Office applications, specifically PowerPoint and Excel
Team-player with strong communication and interpersonal skills
Ability to work independently under limited supervision
Ability to organize, forecast and prioritize work schedules of others on long-term basis
Ability to add, subtract, multiply, and divide and to record, balance, and check results for accuracy
Ability to express or exchange ideas by means of the spoken word
Occasional travel may be required

Preferred

Bachelor’s degree
Knowledge of various loan servicing operations
Familiarity with MortgageServ/Fiserv or comparable system
Ability to work in a project environment and have awareness of the project management lifecycle
Ability to formulate complex and comprehensive materials such as requirements documents, authoritative reports, and/or formal presentations
Ability to adhere to strict confidentiality requirements
Experience in relationship management or client services within mortgage servicing or related industry
Intermediate analytical and excel experience
Project Management skills
Mortgage servicing experience
Microsoft certification

Benefits

Comprehensive healthcare plans for you and your family.
Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
Customized training programs to help you advance your career.
Employee referral bonuses so you’ll get paid to help Carrington and Vylla grow.
Educational Reimbursement.
Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates.

Company

Carrington Holding Company, LLC

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Carrington Holding Company, LLC is a financial service provider for mortgages, asset management, real estate.

Funding

Current Stage
Late Stage

Leadership Team

B
Bruce Rose
Chief Executive Officer and Founder
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Company data provided by crunchbase
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