Investor Services Relationship Manager

AmeriNat; Palatine (IL); In loco; USD 55.000 - 75.000; Tempo pieno

Vantaggi offerti da questo lavoro

401k

Performance incentives

Medical insurance

Life insurance

Long-term disability

Dental

Paid time off and holidays

Business casual dress code

Descrizione del lavoro

AmeriNat is seeking an Investor Services Specialist to serve as a primary liaison between AmeriNat and assigned servicing clients, supporting client relationships, onboarding activities, servicing transfers, and reporting. The role collaborates with internal departments to ensure effective communication and superior client experiences.

The position emphasizes training clients on servicing portals, generating account analyses, and maintaining program guidelines while upholding accuracy and

Competenze

• Minimum 12 months of mortgage servicing, client services, investor relations, portfolio administration, project coordination, banking operations, customer service, or related experience.
• Two or more years of mortgage servicing, client services, investor relations, or portfolio administration experience preferred.
• High school diploma or equivalent required; associate degree or higher education preferred.
• Black Knight MSP experience preferred.
• Strong customer service, relationship management, and interpersonal communication skills.
• Strong organizational skills and ability to manage multiple projects, priorities, and deadlines.
• Strong written and verbal communication skills, including presentation and training abilities.
• Working knowledge of Microsoft Outlook, Word, Excel, and PowerPoint.
• Project coordination or project management experience preferred.
• Bilingual English/Spanish considered a plus.

Mansioni

• Serve as a primary point of contact for assigned clients regarding servicing activities, portfolio administration, reporting, and operational inquiries.
• Develop and maintain strong client relationships through proactive communication, responsiveness, and professional service delivery.
• Respond to client inquiries via phone, email, virtual meetings, and other communication channels.
• Coordinate portfolio onboarding activities, loan boarding projects, servicing transfers, and service release activities.
• Provide client training related to servicing portals, reports, system functionality, and available service offerings.
• Maintain client-specific program guidelines and servicing requirements.
• Coordinate audit confirmations, portfolio reviews, client requests, and related servicing activities.
• Prepare payment history reconstructions, servicing research, and account analyses.
• Facilitate communication between clients and internal departments to support issue resolution and service delivery.
• Support service-level monitoring, reporting activities, quality initiatives, and process improvements.

Conoscenze

Mortgage servicing

Client services

Investor relations

Portfolio administration

Project coordination

Banking operations

Customer service

Relationship management

Communication skills

MS Office

Formazione

High school diploma

Associate degree or higher preferred

Strumenti

Outlook

Word

Excel

PowerPoint

Descrizione del lavoro

AmeriNat is seeking an Investor Services Specialist to serve as a primary liaison between AmeriNat and assigned servicing clients, supporting client relationships, onboarding activities, servicing transfers, and reporting. The role collaborates with internal departments to ensure effective communication and superior client experiences.

The position emphasizes training clients on servicing portals, generating account analyses, and maintaining program guidelines while upholding accuracy and