Relationship Manager, Mortgage Solutions

First American; Dallas (TX); On-site; USD 37,000 - 48,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

PTO / Paid time off

Employee stock purchase plan

Job summary

First American’s Mortgage Solutions team seeks a dedicated relationship manager to support FirstFunding customers. You will serve as the day-to-day contact, monitor satisfaction, address concerns, and coordinate with internal partners to ensure a consistent customer experience.

Grow with us by identifying account-growth and cross-sell opportunities, maintain CRM notes, and participate in periodic portfolio reviews.

Qualifications

• Bachelor’s degree or equivalent combination of education and relevant experience.

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.

Skills

Customer service

Relationship-building

Verbal communication

Written communication

Organizational skills

Education

Bachelor’s degree

Job description

First American’s Mortgage Solutions team seeks a dedicated relationship manager to support FirstFunding customers. You will serve as the day-to-day contact, monitor satisfaction, address concerns, and coordinate with internal partners to ensure a consistent customer experience.

Grow with us by identifying account-growth and cross-sell opportunities, maintain CRM notes, and participate in periodic portfolio reviews.