Manager, Client Services - Valuations jobs in United States
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ServiceLink · 1 month ago

Manager, Client Services - Valuations

ServiceLink is in search of a Client Services Manager who is self-motivated and eager to unleash their full career potential. The successful candidate will manage customer service pipelines, resolve escalations, and drive engagement to enhance client satisfaction.

Asset ManagementFinancial ServicesInsurance
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Responsibilities

Manage and oversee all Customer Service pipelines in alignment with team goals/metrics
Meet with employees, clients, and senior management to drive engagement, performance, and client satisfaction
Resolve Escalations/Issues and propose solutions to improve performance, productivity, and client relationships
Have primarily responsibility for all client escalations, client calls, audit requests, and managing the day to day operations in customer service
Manage OT, shifts, and PTO to ensure consistent queue coverage daily, including evenings, weekends, and holidays
Maintain and improve individual and team productivity and quality goals/metrics
Drive strong team engagement through recurring one-on-ones, team meetings, and offsite/onsite/virtual activities
Create and implement employee development plans to enhance cross-training, productivity, and quality
Analyze the pipeline on a daily basis and understand trends for improvement
Manage performance decks, action plans, SOPs, and all other reporting needed
Participate in client calls, client audits, and site visits (as needed)
Oversee and facilitate swift resolution to client escalations – Urgency is key
Conduct team meetings and team training on a recurring basis
Coordinate meetings and improvement plans with other departments to improve your overall customer performance
Propose solutions, processes, and team initiatives to enhance performance or solve business problems
Participate in technology projects, BRD creation, and UAT initiatives
Ensure that we are meeting and exceeding all customer expectations - SLAs, scorecards, reporting deadlines, and ad hoc requests
Coordinate with AVP and VP to manage appropriate staffing levels, conduct interviews, and hire staff as needed
Ensure appropriate escalation paths are followed
Communicate regularly with Senior Management on team/department protocols and improvements needed
Create and maintain a positive, productive and professional working relationship with vendors, Clients and all internal departments
Maintain compliance with State and Industry Regulations including Appraisal Independence and following all of the SL compliance requirements
Perform all other duties as assigned

Qualification

Customer Service ManagementValuations ExperienceAnalytical SkillsMicrosoft ExcelCommunication SkillsTeam EngagementEmployee TrainingProblem SolvingOrganizational SkillsAttention to Detail

Required

Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future
5 Years minimum of Customer Service Management Experience
A confident understanding of the mortgage services industry and strong customer service skills and mentality
A penchant for excellence. You will use your strong attention to detail and relationship skills to maintain the trust and confidence of our Clients
The ability to multitask in a fast paced environment, especially the ability to work in multiple systems at once
Exceptional written and verbal communication skills
Strong organizational skills and sense of urgency
Superior analytical skills to proactively identify trends and make independent, sound decisions for the business
Ability to think outside the box and present solutions to problems identified
Superior skills with Microsoft Office, most notably Excel and Power Point
Follow through skills – extremely important to follow through and close the loop on all items outstanding
The ability to quickly learn new skills, processes and procedures
Manage OT, shifts, and PTO to ensure consistent queue coverage daily, including evenings, weekends, and holidays
Maintain and improve individual and team productivity and quality goals/metrics
Drive strong team engagement through recurring one-on-ones, team meetings, and offsite/onsite/virtual activities
Analyze the pipeline on a daily basis and understand trends for improvement
Manage performance decks, action plans, SOPs, and all other reporting needed
Participate in client calls, client audits, and site visits (as needed)
Oversee and facilitate swift resolution to client escalations – Urgency is key
Conduct team meetings and team training on a recurring basis
Coordinate meetings and improvement plans with other departments to improve your overall customer performance
Propose solutions, processes, and team initiatives to enhance performance or solve business problems
Participate in technology projects, BRD creation, and UAT initiatives
Ensure that we are meeting and exceeding all customer expectations - SLAs, scorecards, reporting deadlines, and ad hoc requests
Coordinate with AVP and VP to manage appropriate staffing levels, conduct interviews, and hire staff as needed
Ensure appropriate escalation paths are followed
Communicate regularly with Senior Management on team/department protocols and improvements needed
Create and maintain a positive, productive and professional working relationship with vendors, Clients and all internal departments
Maintain compliance with State and Industry Regulations including Appraisal Independence and following all of the SL compliance requirements
Perform all other duties as assigned

Preferred

College Degree Preferred
Prior experience in Valuations with working knowledge of standard appraisal practices and procedures including USPAP

Company

ServiceLink

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ServiceLink offers asset management, insurance, and mortgage loan services. It is a sub-organization of Fidelity National Financial.

Funding

Current Stage
Late Stage

Leadership Team

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Chris Azur
Chief Executive Officer
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David Holland
Chief Financial Officer
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Company data provided by crunchbase