Client Relationship Analyst

Lensa; Boston (MA); Remote; USD 55,000 - 60,000; Full time

Job summary

A leading company in mortgage services is looking for a Client Relationship Analyst to work remotely. The role focuses on managing client interactions, analyzing servicing requirements, and ensuring compliance with industry standards. Ideal candidates will have a background in mortgage servicing and strong analytical skills, along with excellent communication qualities. This position offers a competitive salary range, comprehensive healthcare plans, and further career development opportunities.

Benefits

Comprehensive healthcare plans

401(k) match of 50% of the first 4% of pay

Employee referral bonuses

Educational Reimbursement

Qualifications

• High school diploma or equivalent; Bachelor's preferred.
• Experience in relationship management or client services preferred.
• Intermediate analytical and Excel experience.

Responsibilities

• Capture and document client/investor servicing requirements.
• Participate in loan servicing transfers and process improvements.
• Analyze loan portfolio data and ensure compliance with guidelines.

Skills

Analytical skills

Communication

Problem-solving

Customer service

Education

High school diploma or equivalent

Bachelor’s degree

Tools

MS Office

PowerPoint

Excel

Job description

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Come join our amazing team and work remote from home!

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

• Learn all aspects of the business process, key performance drivers, and operational report metrics.
• Gain expert knowledge of the operational systems and utilization within the business process.
• Gather and document client/investor servicing requirements.
• Participate in the initial diligence process; analyze loan portfolio data, identify delinquency rates and other key portfolio metrics.
• Ensure required documents, approvals and instructions are in place for relationship servicing.
• Consult with internal/external clients on industry or organizational changes affecting the delivery of services.
• Coordinate the quality control process between investors and internal business units to ensure alignment between investor loan servicing guidelines and CMS servicing operations.
• Perform loan data analysis to validate and communicate test results to client/investor or internal business unit.
• Analyze investor, prospective business plans and service requirements to ensure compliance with contractual requirements.
• Ensure account documentation is up-to-date and accurate.
• Participate in project communications, training materials, and business procedures/documentation.
• Coordinate with appropriate internal departments regarding client/investor instructions and process changes.
• Assist with change management and process improvement.
• Analyze portfolio performance and recommend opportunities for improved service delivery.
• Evaluate process recommendations received from internal departments and determine appropriate corrective action.
• Propose solutions for any potential reputational exposure or related service issues.
• Maintain compliance with CMS policies and procedures.
• Escalate issues of risk concern to management, and maintain appropriate data integrity and confidentiality.
• Independently manage assigned counterparty relationship(s) with limited reliance on management.
• Willingly accepts and implements direction and strives to exceed departmental standards and operational goals.
• Applies critical thinking to develop solutions with problem solving skills.
• Actively participate in investor presentations with Senior Management.
• Excellent verbal and written communication skills
• Excellent internal/external customer facing skills
• Knowledge of various loan servicing operations preferred.
• Ability to interact with all levels of Senior Executive Management and Non-Managerial staff both externally and internally in an effort to maintain, support and drive results.
• Ability to work in a client focused loan servicing team to consult with clients/investors and internal business units in support of loan servicing transfers and the contractual requirements of Carrington’s Counterparties, to include longstanding clients in addition to the support of new acquisitions.
• Ability to maintain high speed internet access while working remote and the ability to work in a designated office as needed.
• Proficient in MS Office applications, specifically PowerPoint and Excel; specifically the use of functions, if/and/or conditional statements and Visual Basic for Applications
• Team-player with strong communication and interpersonal skills, possess a high degree of self-motivation and ability to work independently with minimal supervision
• Familiarity with MortgageServ/Fiserv or comparable system preferred
• Ability to work in a project environment and have awareness of the project management lifecycle
• Ability to formulate complex and comprehensive materials such as requirements documents, authoritative reports, and/or formal presentations
• Ability to adhere to strict confidentiality requirements
• Ability to understand complex problems and to collaborate and explore alternative solutions
• Ability to make decisions that have significant impact on the immediate work unit and monitor impact outside the immediate work unit
• Ability to organize, forecast and prioritize work schedules of others on long-term basis
• Ability to add, subtract, multiply, and divide and to record, balance, and check results for accuracy
• Ability to express or exchange ideas by means of the spoken word, communicating orally with others accurately, audibly and quickly
• Ability to work independently under limited supervision
• Occasional travel may be required
  
  

What You’ll Need

• High school diploma or equivalent work experience; Bachelor’s degree preferred.
• Experience in relationship management or client services within mortgage servicing or related industry preferred.
• Intermediate analytical and excel experience.
• Project Management skills preferred.
• Mortgage servicing experience is preferred.
• 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.

If you have questions about this posting, please contact [e-mail]

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

• Industries

  IT Services and IT Consulting

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