Lending Client Success Advocate

Tnbankers; Tennessee; On-site; USD 50,000 - 70,000; Full time

Job summary

A leading FinTech company is seeking a reliable Client Advocate to enhance client satisfaction through direct communication with administrators and executives. This role involves managing client expectations, leading user meetings, and collaborating with sales and support teams. Ideal candidates will have a strong background in mortgage or consumer lending, as well as excellent organizational and communication skills. Join a dynamic team that values exceptional service and innovation in lending technology.

Qualifications

• Background in Consumer or Mortgage lending required.
• Experience in creating detailed business analysis.
• Ability to manage client expectations.

Responsibilities

• Maintain strong relationships and ensure client satisfaction.
• Manage regular client video meetings and annual users’ group conference.
• Collaborate with sales, support, and quality assurance teams.

Skills

Strong communications skills

Strong organizational skills

Customer service orientation

Education

BS degree in computer science, business administration, finance, economics, or a related field

Tools

MS Office

Banking computer software

Job description

A leading FinTech company is seeking a reliable Client Advocate to enhance client satisfaction through direct communication with administrators and executives. This role involves managing client expectations, leading user meetings, and collaborating with sales and support teams. Ideal candidates will have a strong background in mortgage or consumer lending, as well as excellent organizational and communication skills. Join a dynamic team that values exceptional service and innovation in lending technology.