First American

Sr. Account Manager

First American$97K — $130K *
US-Anywhere
+ 4 other locationsRemote
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in a related field or equivalent experience
  • 8+ years in the Mortgage Industry focusing on servicing and default
  • Strong analytical and problem-solving skills
  • Proven customer service and relationship management skills
  • Experience with cross-functional teams and relationship-building
  • Excellent organizational skills and attention to detail
  • Proficient in Excel and data management with metrics tracking

Responsibilities

  • Partner with clients to determine their business needs and suitable services
  • Document processes and workflows for internal coordination and pricing
  • Ensure ongoing client communications and SLA compliance
  • Set and monitor performance metrics, analyzing trends for recommendations
  • Manage change management projects and maintain accurate reporting
  • Address service level concerns and drive process improvements
  • Facilitate changes in procedures and priorities

Benefits

  • Inclusive workplace culture that embraces individuality
  • Support for personal and professional growth
  • Encouragement to bring your authentic self to work
  • A people-first company ethos fostering diversity
  • Access to various employee resource groups
Full Job Description

What We Do
Client Relationship management, clients, servicers, investors and our internal Operations team, Legal, Compliance and change management. Conducts client meetings, seeks to understand client strategies and goals, gains knowledge of business requirements, determines needs, makes recommendations across Service Mac offerings and services, monitors service levels, creates proposals and agreements.

What You'll Do

Account Client Solutions Manager

  • Partner with Client to understand their business model and determine which products and services meet the Client’s needs.  Identifies problems, defines process requirements, researches alternatives.
  • Establish and document process and workflow for internal teams; coordinate with team members to determine and validate pricing; track and maintain Client specific pricing for products and services
  • Ongoing client relationship awareness and continual communications to confirm all SLA’s are being met and to offer additional products and services to meet client needs
  • Set performance metrics.  Monitor reporting, track trends, make recommendations to ensure that performance metrics are achieved.  This may include monitoring pipeline reports to ensure that turn times are met and monitoring A/R associated with expense and revenue
  • Maintain accurate reporting associated with change management projects to facilitate volume increase or decrease
  • Track, document and escalate service level concerns; makes recommendations and drives process improvement
  • Facilitate process, procedure, and priority additions or changes
  • May be point of contact for Client and Client’s Executive issues revolving around the system or other issues to see through to resolution
  • Assist with the creation of SOWs, contracts, billing service and client assessments
  • Partner with Sales to prioritize their needs in order to deliver the highest level of customer services to Client’s after onboarding.  Considers implications of work flow and processes. Understand client expectations from the start of the relationship
  • Establish and document process and workflow for support staff and Operations
  • Manage process and coordinate with sales team priorities of application, expansion, cancellation and agent maintenance ensuring state and regulatory compliance requirements
  • Track and maintain agent specific requests.  Identify trends and make process changes.
  • Support and monitor onboarding and decommission process
  • Ongoing client relationship awareness and continual communications
  • Monitor compliance and regulatory issues with the Compliance and legal. Verify client compliance
  • Track, document and escalate service level concerns

What You’ll Bring:

Knowledge and Skills/Technology Used

  • Account Client Solutions Manager

  • Partner with Client to understand their business model and determine which products and services meet the Client’s needs.  Identifies problems, defines process requirements, researches alternatives.
  • Establish and document process and workflow for internal teams; coordinate with team members to determine and validate pricing; track and maintain Client specific pricing for products and services
  • Ongoing client relationship awareness and continual communications to confirm all SLA’s are being met and to offer additional products and services to meet client needs
  • Set performance metrics.  Monitor reporting, track trends, make recommendations to ensure that performance metrics are achieved.  This may include monitoring pipeline reports to ensure that turn times are met and monitoring A/R associated with expense and revenue
  • Maintain accurate reporting associated with change management projects to facilitate volume increase or decrease
  • Track, document and escalate service level concerns; makes recommendations and drives process improvement
  • Facilitate process, procedure, and priority additions or changes
  • May be point of contact for Client and Client’s Executive issues revolving around the system or other issues to see through to resolution
  • Assist with the creation of SOWs, contracts, billing service and client assessments
  • Partner with Sales to prioritize their needs in order to deliver the highest level of customer services to Client’s after onboarding.  Considers implications of work flow and processes. Understand client expectations from the start of the relationship
  • Establish and document process and workflow for support staff and Operations
  • Manage process and coordinate with sales team priorities of application, expansion, cancellation and agent maintenance ensuring state and regulatory compliance requirements
  • Track and maintain agent specific requests.  Identify trends and make process changes.
  • Support and monitor onboarding and decommission process
  • Ongoing client relationship awareness and continual communications
  • Monitor compliance and regulatory issues with the Compliance and legal. Verify client compliance
  • Track, document and escalate service level concerns

What You’ll Bring:

Knowledge and Skills/Technology Used

  • Bachelor’s degree in a related field or equivalent combination of education and experience
  • 8+ years of experience in the Mortgage Industry with focus on servicing, default and servicing transfers
  • Strong analytical skills
  • Proven customer service and relationship management skills
  • Experience working with cross functional team/groups; able to build relationships
  • Organized, attention to detail
  • Project management skills in order to manage and coordinate a wide variety of objectives; multi-tasker
  • Strong Excel skills
  • Experience managing large sets of data, creating and tracking metrics, analyzing multiple factors
  • Must have a firm grasp of ServiceMac’s model as a subservicer and the products and services offered
  • General knowledge of nationwide search guidelines with familiarity of back office production services for all business segments nationwide
  • Strong problem-solving skills
  • Technology role: knowledge of platform integration MSP and Valon a plus
  • Sales Support role: knowledge of state regulation and compliance requirements
  • Servicing Role: Deep understanding of performing and non-performing loans

Pay Range: $97,700.00 - $130,300.00 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.

 

What We OfferBy choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work.

About First American

First American provides financial services through its Title Insurance and Services segment and its Specialty Insurance segment. The First American Family of Companies' core business lines include title insurance and closing/settlement services; title plant management services; title and other real property records and images; valuation products and services; home warranty products; property and casualty insurance; and banking, trust, and investment advisory services.

First American Careers

Join the vibrant team at First American, a leading company renowned for its commitment to innovation, leadership, and professional excellence. As one of the most respected names in the industry, First American offers unparalleled job opportunities that propel your career to new heights.

Work You’ll Do

At First American, your work transcends ordinary job responsibilities. You will be part of a dynamic team that drives industry standards through innovation and leadership. Engage in projects that transform our services and, by extension, the industry itself, making an impact that matters.

Explore a World of Opportunities

Whether you're looking for an entry-level position or a more senior role, First American presents a spectrum of career paths across various departments. Our job opportunities are designed to foster professional growth and personal achievement.

Internship Programs

Kickstart your career with First American’s internship programs. These opportunities are perfect for gaining real-world experience, enhancing your skills, and networking with industry leaders. Our internships provide a robust foundation for future employment and are a stepping stone to full-time positions within the company.

Culture and Benefits

First American is committed to creating a workplace where every team member feels valued. We celebrate diversity and are dedicated to creating an inclusive environment. Our benefits package is comprehensive, supporting both your professional and personal life, including health, wellness, and continuous learning opportunities.

Professional Development and Training

We believe in nurturing our team’s skills through targeted training programs, including leadership development and diversity training. These initiatives ensure that you are equipped to meet the challenges of today and tomorrow, fostering an environment of continuous improvement and personal growth.

Join Our Team

Embark on your First American journey today by exploring the various positions available. We are actively hiring and looking for talented individuals who are passionate, curious, and driven to excel. Check out our open positions, tailor your resume, and prepare for an interview where you can showcase your unique abilities.

Stay Connected

Keep up to date with the latest in career tips, industry news, and job openings at First American. Subscribe to our job alert emails and never miss an opportunity to advance your career with us.

Networking and Growth

At First American, career growth is complemented by opportunities to connect and collaborate with professionals across the company. Engage in networking events that can open doors to numerous career paths and professional relationships.

Why First American?

Choosing First American means opting for a career where your skills are appreciated and your contributions are valued. Here, every employee is empowered to reach their full potential, supported by our culture of growth, leadership, and innovation. Join First American today and be part of a team that is reshaping the future through exceptional service, dedication, and a commitment to excellence. Explore the positions we have available and take the first step towards a rewarding career at First American.
Learn more about First American
Size
22,233 employees
Market Cap
$5.4 billion
Industry
Net Income
$696.4 million
Founded
1889
5 Year Trend
+10.6%
Revenue
$7 billion
NASDAQ

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