Mortgage Client Support & Solutions Lead

MeridianLink, Inc.; United States; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Ongoing development

Access to executives

Health lifestyle

Celebrations

Community partnering

Job summary

MeridianLink, Inc. is seeking a Client Support Specialist II to act as the first line of defense in resolving customer issues for MeridianLink mortgage.

You will respond to client communications, document interactions, provide updates on ongoing resolutions, and escalate when needed. Coordinate with internal departments to resolve client issues, exercise judgment, and mentor Client Support Specialist I associates.

Qualifications

• Self-motivated, highly organized with strong attention to detail.
• Solid interpersonal, written, and verbal communication skills.
• Prior Technical Support and/or Customer Service experience required.
• Familiarity with credit application, loan, underwriting, and credit scoring processes a plus.

Responsibilities

• The Client Support Specialist II serves as the first line of defense in resolving customer issues and addressing inquiries for MeridianLink mortgage.
• Responds to incoming client communications, documents interactions in case management systems, provides updates on ongoing resolutions, and escalates issues to appropriate departments when necessary.
• Coordinate with internal departments to resolve client issues and follow through until completion.
• Handle inquiries using judgment and basic decision-making authority to resolve customer concerns.
• Assist in developing support delivery strategies, escalation procedures, and training while mentoring Client Support Specialist I associates.
• Provide information about products and services, answer questions, and resolve client issues.
• Complete activities supporting implementation of procedures.
• Ensure inquiries are properly followed up on and resolved.
• May fill in for a supervisor during staff or customer meetings.

Education

Bachelor’s degree from an accredited college/university in a software-related field or equivalent technical experience

Job description

MeridianLink, Inc. is seeking a Client Support Specialist II to act as the first line of defense in resolving customer issues for MeridianLink mortgage.

You will respond to client communications, document interactions, provide updates on ongoing resolutions, and escalate when needed. Coordinate with internal departments to resolve client issues, exercise judgment, and mentor Client Support Specialist I associates.