Relationship-Driven Associate Account Manager

First American; Dallas (TX); On-site; USD 37,000 - 50,000; Full time

Job summary

First American Mortgage Solutions in Dallas, TX is seeking a relationship-focused professional to manage an established customer portfolio and serve as the primary contact for day-to-day requests. You will coordinate with internal teams to meet client needs and drive service quality.

The role targets candidates with a bachelor’s degree and 0–2 years in customer service, sales support, or account management, emphasizing strong communication, organization, and CRM documentation.

Qualifications

• Bachelor’s degree or equivalent combination of education and relevant experience.
• 0-2 years of experience in customer service, sales support, account management, mortgage, title, lending, real estate, banking, or financial services.
• Strong customer service and relationship-building orientation.
• Excellent verbal and written communication skills.
• Strong organizational skills, attention to detail, and consistent follow-through.
• Ability to manage multiple customer relationships and competing priorities.
• Comfort conducting proactive outbound customer calls and relationship check-ins.
• Ability to document customer interactions accurately in CRM or other customer-management systems.
• Sound problem-solving skills and the ability to coordinate solutions across internal teams.
• Positive attitude, curiosity, coachability, and interest in developing a career in relationship management or sales.

Responsibilities

• Manage an assigned portfolio of established FirstFunding customer accounts.
• Serve as the primary day-to-day relationship contact for assigned customers.
• Conduct proactive customer check-ins to understand satisfaction, business needs, production activity, and potential concerns.
• Monitor account activity and identify customers that are declining, inactive, at risk, or in need of additional support.
• Coordinate with Customer Service, Credit Risk, Operations, Sales, and other internal partners to help resolve customer questions and relationship concerns.
• Develop a strong working knowledge of FirstFunding products, platform capabilities, and customer workflows and coordinate customer training or implementation support when needed.
• Identify potential account-growth opportunities and bring qualified opportunities to the appropriate Account Executive or sales leader.
• Identify potential First American cross-sell opportunities and help coordinate warm introductions to the appropriate affiliate partner.
• Maintain accurate account notes, relationship history, contact information, follow-up items, and customer status in the designated CRM or tracking system.
• Support periodic portfolio reviews and customer classification based on activity, relationship health, growth potential, and customer needs.
• Partner with Account Executives on strategic re-engagement, material growth opportunities, escalations, and more complex customer matters.
• May provide support to senior Account Managers or Account Executives as business needs require.

Skills

Customer service

Relationship-building

Communication

Organization

CRM knowledge

Education

Bachelor’s degree or equivalent

Tools

CRM systems

Job description

First American Mortgage Solutions in Dallas, TX is seeking a relationship-focused professional to manage an established customer portfolio and serve as the primary contact for day-to-day requests. You will coordinate with internal teams to meet client needs and drive service quality.

The role targets candidates with a bachelor’s degree and 0–2 years in customer service, sales support, or account management, emphasizing strong communication, organization, and CRM documentation.