Client Experience Specialist - Data-Driven

Allied Solutions, LLC; Carmel, Northern (IN, KY); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

100% company-paid life and disability

401k options with company match

Three weeks PTO

Job summary

Allied Solutions, LLC in Carmel, IN is seeking a Client Experience Coordinator who will manage client servicing with urgency, ensuring needs and expectations are met. The role is 80-90% data entry and 10-20% problem solving, with cross-functional collaboration to support loan servicing teams.

You will serve as primary client contact, analyze loan indicators, and drive process improvements while maintaining high service levels and compliant practices.

Qualifications

• 1-2 years relevant experience preferred.
• High School Diploma or GED required; Associate's Degree preferred.
• Strong communication skills; both verbal and written, necessary to develop and foster positive relationships with multiple clients and internal teams.
• Be resourceful, assertive, detail-oriented, and highly self-motivated to resolve critical client servicing needs.
• Ability to work independently and take ownership of client relationships, perform successfully under minimal supervision.
• Effective organizational abilities are required, including the ability to prioritize tasks based on importance.
• Be adaptable to change and can work both independently and as part of a team.
• Be proactive and find problems before they occur; be resourceful and have the drive to find the root cause.

Responsibilities

• Serve as the primary point of contact for clients; maintain consistent contact to maximize client service and satisfaction.
• Handle incoming calls at a professional level and escalate issues to field and internal teams as needed.
• Coach clients on best practices and product nuances; instruct on utilizing company sites for support.
• Present information clearly to clients and internal staff; participate in service calls when needed.
• Maintain client-specific business rules and ensure internal units are informed of changes.
• Own communication to prevent escalations and uphold high levels of soft skills.
• Analyze loan level indicators and provide guidance to optimize product performance and client experience.
• Process and resolve client requests per compliance and processing rules; update loan status and reports.
• Mentor coworkers and assist with projects; multi-task across multiple systems.

Skills

Client Servicing

Data Analysis

Communication Skills

Cross-functional Collaboration

Education

High School Diploma or GED

Associate's Degree preferred

Job description

Allied Solutions, LLC in Carmel, IN is seeking a Client Experience Coordinator who will manage client servicing with urgency, ensuring needs and expectations are met. The role is 80-90% data entry and 10-20% problem solving, with cross-functional collaboration to support loan servicing teams.

You will serve as primary client contact, analyze loan indicators, and drive process improvements while maintaining high service levels and compliant practices.