Account Manager

CountryPlace Mortgage; Plano (TX); On-site; USD 30,000 - 43,000; Full time

Benefits offered by this job

Paid Holidays

401K Match

Generous PTO

FSA/HSA Plans

Life / Disability/Accidental Insurance

Job summary

CountryPlace Mortgage, based in Plano, TX, seeks an Account Manager to support our Servicing Department. This in-person, on-site role requires strong communication, negotiation, and problem-solving skills. You will engage customers, explain resolution options, and document interactions to ensure accurate records.

The position emphasizes exceptional customer experience, adherence to investor guidelines, and teamwork within the Servicing Department.

Qualifications

• Bachelor's degree required in Business, Finance, Accounting, or Marketing.
• Strong verbal and written communication skills.
• Proven problem-solving and customer-service abilities.
• Excellent organizational and time-management capabilities.
• Ability to work independently and in a team environment.

Responsibilities

• Deliver excellent customer service and provide account resolution options.
• Negotiate repayment plans and educate clients on options.
• Investigate and resolve financial discrepancies.
• Counsel borrowers on strategies to meet obligations.
• Document activities accurately in systems and follow investor guidelines.
• Achieve departmental objectives and handle inquiries efficiently.

Skills

Verbal and written communication

Problem solving

Time management

Independent worker

Detail oriented

Team player

Education

Bachelor's degree in Business/Finance/Accounting/Marketing

Tools

Microsoft Excel

Microsoft Office

Job description

• On-site
• Rate : $26.44 USD per hour
• CPM Mortgage
• Full-Time

Description

ABOUT THE ROLE

CountryPlace Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking an Account Manager to help grow our Servicing Department. This in-person role is in our Plano, TX office. The Account Manager is responsible for communicating with customers directly to provide account resolution options based on their ability and needs. The Account Manager is expected to handle all customer questions, inquiries, and objections with patience, professionalism and ease. The Account Manager must represent our clients in the most genuine, personable way to drive exceptional customer experience.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Effectively deliver an exceptional customerexperience
• Able to negotiate acceptable repayment and financial plans
• Adequately educate clients on available resolution options
• Able to investigate and resolve financial discrepancies
• Able to counsel borrowers on effective strategies to meet their obligations
• Adequately communicate payment status and repayment timelines to borrowers
• Able to address and resolve questions, complaints, or suggestions
• Ability to document all activities and communications accurately in systems
• Effectively adjust work processes to comply with investor guidelines
• Able to achieve and exceed budget objectives
• Competent in ability to contact and engage relevant parties via phone calls
• Display an adequate sense of urgency and ownership in daily tasks
• Competent professionalism and strong work ethic in all activities
• Consistently meets and exceeds individual, team and department objectives.
• Perform other duties and special projects as assigned.

POSITION REQUIREMENTS, CAPABILITIES & SKILLS

• Effective verbal and written communication skills
• Ability to identify and resolve problems in a timely manner
• Effective decision-making, customer service and problem-solving skills
• Strong organizational and time management skills
• Ability to work independently
• Strong attention to detail and accuracy
• Ability to work effectively in a team environment

MINIMUM QUALIFICATIONS

• Bachelor's degree required, in Business, Finance, Accounting, or Marketing
• Working knowledge of Microsoft Office

WE OFFER

• Paid Holidays
• 401K Match
• Generous PTO
• FSA/HSA Plans
• Life /Disability/Accidental Insurance and much more!

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time. Local candidates only - relocation not available.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Cavco Industries and CountryPlace Mortgage are committed to providing equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status with respect to recruitment, hiring, promotion and other terms and conditions of employment.

Qualifications

Skills

Required

Microsoft Excel Some Knowledge

Behaviors

Required

Team Player : Works well as a member of a group

Detail Oriented : Capable of carrying out a given task with all details necessary to get the task done well

Dedicated : Devoted to a task or purpose with loyalty or integrity

Education

Required

Bachelors or better in Finance or related field.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.