Customer Success Representative

Anza Mortgage Insurance Corporation; Wilmington (NC); On-site; USD 52,000 - 76,000; Full time

Job summary

A fintech startup in the mortgage sector is seeking a Customer Success Representative to manage relationships with mortgage lenders and promote business opportunities. This role is ideal for recent graduates with strong interpersonal skills and a detail-oriented approach. Responsibilities include cultivating relationships, tracking communication, and collaborating within a team to meet goals. The role offers a competitive base salary and performance-based incentives. The position is based in Wilmington, NC.

Qualifications

• Ability to understand mortgage lending processes and terminology.
• Travel to mortgage lending and corporate events as needed.
• Exceptional communication and interpersonal skills.
• Competitive base salary plus performance-based incentives tied to achievement of predetermined goals.

Responsibilities

• Cultivate and expand relationships with mortgage lenders.
• Maintain records of account-specific calls and address customer needs.
• Work collaboratively in a team to achieve corporate goals.

Skills

Interpersonal skills

Communication skills

Relationship building

Detail oriented

Education

College Degree

Job description

Anza MI is a fintech startup using technology and analytics to drive growth & innovation within the US mortgage market.

Our mission is to empower homeownership by mitigating credit risk through mortgage insurance. We strive to leverage technology and operational excellence to deliver exceptional service to our lender and servicer partners, offer reliable and secure capital support for our insureds, generate leading returns for our shareholders, and foster a fulfilling, rewarding environment for our team members.

About the role

This is a rewarding opportunity in our Wilmington, NC, company headquarters. As a customer success representative, you will be directly responsible for solving lender-specific issues as well as promoting new opportunities to non-using / low-usage customers with the goal of strengthening long-term relationships.

This role is ideal for a recent college graduate, individual with great interpersonal skills, the ability to easily develop relationships, and a focus on detail.

What you'll do

Key responsibilities include:

• Regional, Key, and Local Account Management: Cultivate and expand relationships with mortgage lenders to begin a business relationship that leads to new business with an ongoing responsibility of bringing long-term value to our lender customers.
• Tracking and Reporting: Maintain a record of outbound account-specific calls to develop relationships and record of inbound calls from customers to address and solve customer needs.
• Work in a team environment, focusing on achieving predetermined corporate and team / individual goals.

Qualifications

• College Degree with the ability to understand mortgage lending processes, terminology, and lender-specific technology.
• Travel as needed to local, regional, or national mortgage lending and corporate events.
• Exceptional communication and interpersonal skills, with the ability to influence both externally and internally.
• Competitive base salary plus performance-based incentives tied to achievement of predetermined goals.