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Allied Solutions LLC · 1 day ago

Client Experience Coordinator

Dakota Dunes, SD

Full-time

Onsite

Entry Level

1+ years exp

Allied Solutions LLC is seeking a Client Experience Coordinator to enhance client management and satisfaction. This role involves serving as a primary contact for clients, performing data entry, and resolving issues through collaboration with internal teams.

Financial ServicesInformation Technology

Responsibilities

Serve as the primary point of contact for clients; maintain consistent contact to maximize client service and satisfaction to improve overall client experience; handling incoming calls at a professional level

Manage and escalate any client impacts to field and internal loan servicing teams

Coach clients in best practices and product specific nuances; instruct clients on how to utilize company sites to provide additional support

Effectively and professionally present information to clients and internal staff; occasionally participate in service calls to review new or ongoing service expectations

Maintain client specific business rules; ensure internal business units are informed of changes

Ownership of communication to prevent escalations; high level of soft skills

Analyze loan level indicators for overall awareness and issue prevention; provide strategic guidance to optimize product performance and improve overall client experience

Process and resolve client and field requests according to compliance, report and insurance processing, loan status updates, and verification events

Obtain and interpret data to create and present the client story with a basic knowledge of billings processes, cycle reports and lender file processing

Review and analyze reporting for client portfolio; work directly with management to implement process changes

Maintain quality standards at a high level to reduce premium loss along with processing quick issue requests that coincide with state requirements

Ability to navigate and decipher information provided in Process Definition, Lender Maintenance, and Reports on Demand

Mentor fellow co-workers upon management request

Assist with assigned projects as needed

Ability to multi-task while navigating within the environments of multiple systems

Ensure resolution of significant issues through coordination and collaboration with cross-functional teams

Provide corrective action to resolve loan or set up discrepancies; prepare and distribute communication to client and stakeholders

Ability to research issues quickly and thoroughly to develop clear messaging based on data and facts; ability to present information effectively to client and internal teams

Mature critical thinking and analysis capabilities; able to evaluate information, identify key issues and formulate conclusions based on sound, practical judgement, experience, and common sense

Capture the voice of the client; qualitative and quantitative

Collaborate with internal business units to alleviate the recurrence of identified issues within the scope of the position

Qualification

Client servicing experienceData analysisCritical thinkingCommunication skillsOrganizational abilitiesProactive problem-solvingDetail-orientedAdaptability

Required

1-2 years of relevant experience preferred

High School Diploma or GED required

Strong communication skills; both verbal and written, necessary to develop and foster positive relationships with multiple clients and internal teams

Be resourceful, assertive, detail-oriented, and highly self-motivated to resolve critical client servicing needs

Ability to work independently and take ownership of client relationships, perform successfully under minimal supervision

Effective organizational abilities are required, including the ability to prioritize tasks based on importance

Be adaptable to change and can work both independently and as part of a team

Be proactive and find problems before they occur; be resourceful and have the drive to find the root cause

Preferred

Associate's Degree, or Vocational or Technical School Degree preferred

Benefits

Medical, dental and vision insurance coverage

100% company-paid life and disability coverage

401k options with company match

Three weeks PTO by the end of the first year

Company

Allied Solutions LLC

Allied Solutions uses technology based products and services to meet the insurance, lending and marketing needs of more than 6,000 financial institutions in North America.

Founded in 2000

Carmel, Indiana, USA

1001-5000 employees