Support the client retention opportunities and prospect opportunities for affluent clients by navigating complex client escalations / accommodations and collaborate with internal partners to help prioritize these requests.
This individual will work directly with our seasoned team of business development professionals and market leaders to provide the best senior - level finance and accounting professionals in the marketplace.
Manages all aspects of end to end customer and broker servicing. Manages a team of account managers, client service associates and sales support associates to ensure high customer satisfaction and profitable persistency.
Responsible for business controls to mitigate risk and maintain compliance in support of Federal and State level Home Loan regulations; drive implementation of Mortgage Service Platform (MSP) for GWIM Client Services in line with the consumer rollout.