Mortgage Servicing Client Relations Manager

TWO; Fort Mill, Northern (SC, KY); Hybrid; USD 70,000 - 90,000; Full time

Job summary

RoundPoint Mortgage Servicing LLC is seeking a Client Relationship Manager in Fort Mill, SC to partner with sub-servicing clients and drive the relationship strategy. You will serve as the main contact for assigned clients, oversee relationships, and coordinate regular check-ins and onsite visits to ensure service excellence.

The role requires 3-5 years in client management or business development within financial services, with strong communication and problem solving.

Qualifications

• Bachelor’s degree in a business or related field, or equivalent experience.
• Experience working in the mortgage servicing industry.
• 3-5 years of sales, vendor/client management or business development experience preferably within a financial services environment.
• Knowledge and experience working with MSP.
• Willing to work in a fast-paced environment.
• Excellent analytical, interpersonal, written and oral communication skills.
• Demonstrated record of success with client cultivation.
• Ability to develop impactful relationships with external partners and key stakeholders.

Responsibilities

• Serve as the key point of contact for an assigned group of sub-servicing clients.
• Oversee and maintain all aspects of the client relationship.
• Organize & host regular client check-in meetings and onsite visits.
• Create and maintain client servicing playbooks.
• Manage, track and respond to client inquiries.
• Coordinate and manage client special requests & projects.
• Review and circulate performance reporting.
• Assist in organization and preparation of client deliverables.
• Communicate trends and problems with clientele to the VP of Client Management & Client Billing.
• Meet RoundPoint’s commitment to compliance.

Education

Bachelor’s degree in business or related field

Tools

MSP experience

Job description

RoundPoint Mortgage Servicing LLC is seeking a Client Relationship Manager in Fort Mill, SC to partner with sub-servicing clients and drive the relationship strategy. You will serve as the main contact for assigned clients, oversee relationships, and coordinate regular check-ins and onsite visits to ensure service excellence.

The role requires 3-5 years in client management or business development within financial services, with strong communication and problem solving.