Client Services Specialist and Office Manager

LoanNEX; St. Louis (MO); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Client Services Specialist and Office Manager to enhance client interactions and support. This role is pivotal in managing inquiries, providing user training, and maintaining client records, ensuring a seamless experience for both Buy-Side and Sell-Side clients. The ideal candidate will possess strong communication and organizational skills, along with a customer service-oriented mindset. With comprehensive benefits including health insurance and a retirement plan, this full-time position offers a great opportunity for growth in a dynamic environment. Join a forward-thinking company that values diversity and inclusion.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Retirement Plan with Employer Contribution

Paid Time Off

Holidays

Qualifications

• 1-3 years’ experience in client support or training roles.
• Strong organizational and communication skills are essential.

Responsibilities

• Manage product support and troubleshoot technical issues.
• Assist clients with inquiries and provide user training.

Skills

Client Support

Project Management

Communication Skills

Organizational Skills

Microsoft Office

Salesforce

Education

Bachelor's Degree in Relevant Fields

Tools

Salesforce

Microsoft Office

Job description

Client Services Specialist and Office Manager

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Company Overview

LoanNEX: LoanNEX leads the industry with expanded eligibility, pricing, and decisioning tools that help originators navigate a range of mortgage needs for their borrowers. Our bi-directional tools connect originators with mortgage investors, streamlining access to the best solutions for borrowers.

Job Purpose

The primary responsibility of the Client Services Specialist is to serve as the first point of contact for all client inquiries, ensuring both Buy-Side and Sell-Side clients can effectively access and utilize LoanNEX products and services.

Key Responsibilities

• Manage the Product Support Salesforce queue, troubleshoot technical issues, and set up and maintain user accounts.
• Assist clients with platform support, handle inbound inquiries, and provide user training as needed.
• Act as a communication hub for Clients, Prospects, and internal teams, resolving or directing inquiries appropriately.
• Maintain accurate client records and stay informed on industry trends and platform updates.
• Support office management tasks, including vendor relations, visitor assistance, office supplies, and event planning.
• Assist with HR functions like onboarding, benefits enrollment, and new employee setup.
• Support accounting tasks, including invoicing and financial administration.

Skills and Qualifications

• 1-3 years’ experience and a bachelor’s degree in relevant fields or equivalent work experience.
• Experience in client support, helpdesk, onboarding, or training roles.
• Strong organizational, communication, and project management skills.
• Customer service-oriented with patience, empathy, and resilience.
• Proficiency in Microsoft Office and familiarity with CRMs like Salesforce.
• Mortgage industry experience is a plus.

Additional Information

Health, dental, and vision insurance options, retirement plan with employer contribution, paid time off, and holidays.

Employment Details

• Seniority level: Entry level
• Type: Full-time
• Industries: Technology, Information, Internet

LoanNEX is an equal opportunity employer. Women, minorities, individuals with disabilities, and veterans are encouraged to apply.