Client Relationship Analyst

Lensa; Boise (ID); Remote; USD 55,000 - 60,000; Full time

Job summary

An established industry player is seeking a Client Relationship Analyst to join their dynamic team. In this remote role, you will play a crucial part in documenting client servicing requirements, creating presentations, and conducting analyses. You will collaborate with various management levels to enhance mortgage servicing relationships and ensure compliance with industry standards. This position offers a competitive salary and opportunities for professional growth, making it an exciting chance to contribute to a transformative company that values its employees and community. Join us in shaping the future of residential real estate!

Benefits

Comprehensive healthcare plans

401(k) match

Employee discounts

Customized training programs

Employee referral bonuses

Educational reimbursement

Community contribution opportunities

Qualifications

• Experience in relationship management or client services preferred.
• Intermediate analytical skills and Excel experience required.

Responsibilities

• Capture and document client servicing requirements and perform ad hoc analysis.
• Coordinate quality control processes and ensure compliance with guidelines.
• Independently manage assigned counterparty relationships.

Skills

Analytical Skills

Relationship Management

Problem-Solving Skills

Client Services

Education

High School Diploma

Bachelor's Degree

Tools

Microsoft Excel

Microsoft Certification

Job description

Come join our amazing team and work remote from home!

The Client Relationship Analyst is responsible for capturing and documenting client/investor servicing requirements, creating investor presentations, performing ad hoc analysis, and assisting in loan servicing transfers, change management, process improvement, and client relations activities. Work with all levels of management (including senior executive levels) and non-management staff in an effort to maintain, support, and drive results with respect to mortgage servicing counterparty relationships. Perform all duties in accordance with the company’s policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay range for this position is $55,000.00/yr - $60,000.00/yr.

What you’ll do:

1. Learn all aspects of the business process, key performance drivers, and operational report metrics.
2. Gain expert knowledge of the operational systems and utilization within the business process.
3. Gather and document client/investor servicing requirements.
4. Participate in the initial diligence process; analyze loan portfolio data, identify delinquency rates and other key portfolio metrics.
5. Ensure required documents, approvals, and instructions are in place for relationship servicing.
6. Consult with internal/external clients on industry or organizational changes affecting the delivery of services.
7. Coordinate the quality control process between investors and internal business units to ensure alignment between investor loan servicing guidelines and CMS servicing operations.
8. Perform loan data analysis to validate and communicate test results to client/investor or internal business unit.
9. Analyze investor, prospective business plans, and service requirements to ensure compliance with contractual requirements.
10. Ensure account documentation is up-to-date and accurate.
11. Participate in project communications, training materials, and business procedures/documentation.
12. Coordinate with appropriate internal departments regarding client/investor instructions and process changes.
13. Assist with change management and process improvement.
14. Analyze portfolio performance and recommend opportunities for improved service delivery.
15. Evaluate process recommendations received from internal departments and determine appropriate corrective action.
16. Propose solutions for any potential reputational exposure or related service issues.
17. Maintain compliance with CMS policies and procedures.
18. Escalate issues of risk concern to management, and maintain appropriate data integrity and confidentiality.
19. Independently manage assigned counterparty relationship(s) with limited reliance on management.
20. Willingly accepts and implements direction and strives to exceed departmental standards and operational goals.
21. Applies critical thinking to develop solutions with problem-solving skills.
22. Actively participate in investor presentations with Senior Management.

What you’ll need:

1. High school diploma or equivalent work experience; Bachelor’s degree preferred.
2. Experience in relationship management or client services within mortgage servicing or related industry preferred.
3. Intermediate analytical and excel experience.
4. Mortgage servicing experience is preferred.
5. Microsoft certification preferred.

Our Company:

Carrington Mortgage Services is part of The Carrington Companies, which provide integrated, full-lifecycle mortgage loan servicing assistance to borrowers and investors, delivering exceptional customer care and programs that support borrowers and their homeownership experience. We hope you’ll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: www.carringtonmortgage.com.

What We Offer:

Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.

Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.

Customized training programs to help you advance your career.

Employee referral bonuses so you’ll get paid to help Carrington and Vylla grow.

Educational Reimbursement.

Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs it supports through specific fundraising efforts, please visit: carringtoncf.org.

Carrington is an equal opportunity employer. It is the policy of the company that applicants be considered for positions for which they qualify without regard to race, color, religion, sex, gender identity, national origin, ancestry, age, marital status, sexual orientation, protected veterans status, physical or mental disability, or any other legally protected category. Carrington will make reasonable accommodations for known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the company.