Bi-lingual Account Manager

Ultipro; Plano (TX); Hybrid; USD 42,000 - 65,000; 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, is seeking a Bi-lingual Account Manager to support the Servicing Department in-person. You will communicate with customers to offer resolution options aligned with their needs and circumstances.

Ideal candidates possess strong communication, problem solving and organizational skills, with a focus on timely, accurate handling of inquiries and repayments. Local candidates only; relocation not offered.

Qualifications

• Bachelor's degree required in Marketing, Finance, Accounting, or Business.
• Proficient in Microsoft Office applications.
• Bilingual English/Spanish preferred or required.

Responsibilities

• Communicate with customers to provide account resolution options.
• Negotiate repayment and financial plans with borrowers.
• Educate clients on available resolution options and timelines.
• Investigate and resolve financial discrepancies.
• Document activities and communications accurately in systems.
• Meet and exceed budget objectives and service level goals.

Skills

Bilingual English/Spanish

Verbal Communication

Customer Service

Problem Solving

Time Management

Organizational Skills

Attention to Detail

Education

Bachelor's degree in Marketing, Finance, Accounting, or Business

Tools

Microsoft Office

Job description

• Travel Required : No

Description

ABOUT THE ROLE

CountryPlace Mortgage, a leading nationwide personal property, mortgage and commercial lender headquartered in Plano, TX, is seeking a Bi-lingual (English/Spanish) Account Manager to help grow our Servicing Department. This in-person role is in our Plano, TX office. The Bi-Lingual Account Manager is responsible for communicating with customers directly to provide account resolution options based on their ability and needs. The Bi-Lingual Account Manager is expected to handle all customer questions, inquiries, and objections with patience, professionalism and ease. The Bi-Lingual 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 Marketing, Finance, Accounting, or Business
• 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.

Travel Required

No .

Qualifications

Skills

Required

Intermediate

Verbal Communication Skills

Intermediate

Organizational Skills

Intermediate

Time Management

Intermediate

Customer Service

Intermediate

Attention to Detail

Intermediate

Microsoft Word

Intermediate

Microsoft Excel

Intermediate

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.