Account Growth & Relationship Associate

firstam; Dallas (TX); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k)

Paid time off

Job summary

First American's Mortgage Solutions team is seeking a Relationship Manager to oversee an existing portfolio of FirstFunding customers, serving as the primary day-to-day contact and ensuring proactive, high-quality service.

You will monitor client activity, drive satisfaction, and coordinate with Sales, Customer Service, Credit Risk, and Operations to address needs and growth opportunities while keeping CRM records accurate.

Qualifications

• Bachelor’s degree or equivalent combination of education and relevant experience.
• 0–2 years of experience in customer service, sales support, or account management within financial services.
• Strong customer service and relationship-building orientation.
• Excellent verbal and written communication skills.
• Strong organizational skills with attention to detail and follow-through.
• Ability to manage multiple relationships and priorities.

Responsibilities

• Manage an assigned portfolio of FirstFunding customer accounts.
• Serve as the primary day-to-day relationship contact for customers.
• Conduct proactive check-ins to understand satisfaction, business needs, production activity, and potential concerns.
• Monitor account activity and identify customers that are declining, inactive, at risk, or in need of additional support.
• Coordinate with Customer Service, Credit Risk, Operations, Sales, and other internal partners to help resolve customer questions and relationship concerns.
• Develop a strong working knowledge of FirstFunding products, platform capabilities, and customer workflows and coordinate customer training or implementation support when needed.
• Identify potential account-growth opportunities and bring qualified opportunities to the appropriate Account Executive or sales leader.
• Identify potential First American cross-sell opportunities and help coordinate warm introductions to the appropriate affiliate partner.
• Maintain accurate account notes, relationship history, contact information, follow-up items, and customer status in the designated CRM or tracking system.
• Support periodic portfolio reviews and customer classification based on activity, relationship health, growth potential, and customer needs.
• Partner with Account Executives on strategic re-engagement, material growth opportunities, escalations, and more complex customer matters.
• May provide support to senior Account Managers or Account Executives as business needs require.

Skills

Customer service

Relationship-building

Communication skills

Organizational skills

Multitasking

Education

Bachelor’s degree or equivalent

Tools

CRM

Job description

First American's Mortgage Solutions team is seeking a Relationship Manager to oversee an existing portfolio of FirstFunding customers, serving as the primary day-to-day contact and ensuring proactive, high-quality service.

You will monitor client activity, drive satisfaction, and coordinate with Sales, Customer Service, Credit Risk, and Operations to address needs and growth opportunities while keeping CRM records accurate.