Dovenmuehle ยท 2 weeks ago
Director of Client Services
Dovenmuehle Mortgage, Inc. is the leading mortgage subservicing firm in the United States, seeking a forward-thinking Director to guide their team of Account Relationship Managers. This role involves overseeing client interactions, developing strategies for team performance, and ensuring high-quality customer service to financial institution clients.
Banking
Responsibilities
Work with executive management at Dovenmuehle to provide superior service to financial institution clients, addressing inquiries, managing requests, and resolving issues in a timely manner
Develop and implement strategies for team performance, ensuring consistent high-quality customer service and achievement of relationship management goals
Monitor and, where necessary, assist with the development of team performance metrics, set individual and team goals, and provide regular feedback to foster a high-performing and engaged team
Adoption and use of digital based technologies is critical to the scaling, impact and cost effectiveness of the business
Lead business planning for respective client verticals aligned with the company's overall strategic direction
Manage/oversee the operational aspects of the service delivering satisfaction, quality assurance, and performance metrics for client accounts
Partner with Product Management to ensure that our product is understood and positioned well by the Client Managers
Aggregate client data to identify trends, opportunities for service improvements, and potential risks to relationships
Create and deliver presentation materials to show staff performance related to client engagement, adherence to client engagement protocol, issue escalation and resolution processes, measured improvement, and client satisfaction metrics to senior management and other stakeholders
Train, mentor, and develop Account Relationship Managers to enhance their skills and support their professional growth
Keep abreast of industry trends and best practices to maintain compliance and competitive advantage in the financial services space
Leverage and build upon CRM systems to manage and track client interactions, ensuring effective relationship management and follow-up
Drive continuous improvement by working actively with cross-functional teams to innovate and find ways for the Managers to increase productivity
Successfully complete annual regulatory compliance training
Performs other related duties as assigned
Qualification
Required
Minimum 10 years in leadership roles at a high performing finance/consulting/software company or equivalent, focused on client relationship management
Demonstrated success leading and growing a team of client relationship managers
Excellent verbal and written communication skills, including the ability to chair sessions and host webinars
Including project management skills to implement technological enhancement for comprehensive Customer Relationship Management system
Strong executive relationships with C-Level executive leaders
Successful history of managing high performing teams, meeting, or exceeding customer KPIs and expanding offerings with clients
Fanatical about customer success and obsessed with driving long-term customer value and product adoption
Highly data-driven with commitment to drive business outcome and value realization across the portfolio
Preferred
Experience as a Financial or Mortgage Banking executive
Knowledge of financial, banking or mortgage servicing software and platforms
Benefits
Medical, Dental, Vision, Wellness, Flexible Spending Account, Employee Assistance Program and more
Employer paid Life Insurance, Short Term Disability, and Long-Term Disability
401 (K) Plan with company match
Paid Vacation, Sick, Personal and Holidays
Company
Dovenmuehle
Dovenmuehle Mortgage, Inc.
Funding
Current Stage
Late StageLeadership Team
Recent News
HousingWire
2024-06-03
2023-12-22
BizTimes - Milwaukee Business News
2023-12-19
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