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The Client Relations Specialist acts as a liaison between the company and mortgage servicing clients to manage loan-level inquiries and document requests. They are responsible for monitoring request pipelines, ensuring service level expectations are met, and collaborating with internal departments to resolve client concerns.
WHAT YOU'LL DO
· Manage day-to-day client communications via email, phone, and virtual meetings as needed.
· Facilitate and track loan-level inquiries and servicing-related requests from clients.
· Coordinate document requests, including servicing records, loan documentation, and reporting materials.
· Work cross-functionally with internal departments (servicing operations, compliance, investor reporting, etc.) to obtain and provide loan level requests back out to clients for their review and response.
· Monitor and manage request pipelines to ensure service level expectations are met.
· Maintain accurate records of client communications, requests, and resolutions.
· Proactively identify potential client concerns and work toward timely resolution.
· Support additional client relations initiatives and team projects as needed.
· Contribute to process improvements that enhance client service and operational efficiency.
WHAT YOU'LL BRING
· 5+ years of experience in mortgage servicing or related mortgage operations roles.
· Strong understanding of mortgage servicing processes, loan servicing data, and documentation.
· Proven experience working directly with clients in a professional service or account support role.
· Excellent written and verbal communication skills.
· Strong organizational skills with the ability to manage multiple client requests simultaneously.
· High attention to detail and strong problem-solving abilities.
· Ability to collaborate across departments and escalate issues appropriately.
· Prior experience in client relations, account management, or servicing support roles within the mortgage industry.
· Familiarity with servicing platforms (e.g., MSP or similar systems).
· Experience coordinating document fulfillment or loan-level data requests.
Pay Range: $58,425 - $77,875 annuallyThis hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
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